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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 Aug 19, 2026
Feed vintage Oct 1, 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
- HTTPS://WWW.PRINCIPALAM.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 464 | 477 | increased by13 |
| Apr 1, 2026 | Clients | 1,305 | 681 | decreased by624 |
| Apr 1, 2026 | AUM | $99,416,799,408 | $105,646,930,594 | increased by$6,230,131,186 |
| Apr 1, 2026 | Accounts | 1,644 | 681 | decreased by963 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 440 | 464 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,043 | 1,305 | increased by262 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $36,973,306,206 | $99,416,799,408 | increased by$62,443,493,202 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,043 | 1,644 | increased by601 |
| Jun 1, 2022 | Clients | 1,571 | 1,043 | decreased by528 |
| Jun 1, 2022 | AUM | $105,052,770,378 | $36,973,306,206 | decreased by$68,079,464,172 |
| Jun 1, 2022 | Accounts | 1,571 | 1,043 | decreased by528 |
| Apr 1, 2022 | Employees | 424 | 440 | increased by16 |
| Apr 1, 2022 | Clients | 1,352 | 1,571 | increased by219 |
| Apr 1, 2022 | AUM | $29,735,480,458 | $105,052,770,378 | increased by$75,317,289,920 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRINCIPAL REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRINCIPAL REAL” may also match similarly-named firms). Confirm identity against each filing.
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.