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PRINCIPAL REAL ESTATE
Legal name: PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008File 801-55618
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$105.65B
Top 10% of cohort (national)
Discretionary AUM
$73.93B
Non-discretionary $31.72B
Clients
681
681 accounts
Employees
477
Top 10% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 4, 1999
- Principal office
- 801 GRAND AVE, DES MOINES, IA, 50392-0001
- Phone
- 800-787-1621
- Website
- http://www.principalcef.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $105.65B
- Discretionary AUM
- $73.93B
- Non-discretionary AUM
- $31.72B
- Discretionary accounts
- 624
- Non-discretionary accounts
- 57
- Total accounts
- 681
- AUM per client
- $155.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $7.19B |
| Non-U.S. persons | 5 | $387.8M |
| Insurance companies | 46 | $29.34B |
| Investment companies | 16 | $9.70B |
| Charitable organizations | 6 | $496.0M |
| High net worth individuals | 37 | $74.3M |
| Pooled investment vehicles | 6 | $591.1M |
| Banking or thrift institutions | 39 | $8.04B |
| Pension and profit sharing plans | 39 | $8.68B |
| State or municipal government entities | 52 | $41.03B |
| Individuals (other than high net worth individuals) | 427 | $112.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.