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PRINCIPAL REAL ESTATE
PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008 · SEC 801-55618
801 GRAND AVE, DES MOINES, IA, 50392-0001, United States
Phone
800-787-1621
Fax
866-850-4024
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.65B
Discretionary AUM
$73.93B
Team
477 total employees; 310 advisory reps; 20 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PROVIDING MODEL PORTFOLIOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 427 | $112.8M |
| High net worth individuals | 37 | $74.3M |
| Banking/thrift institutions | 39 | $8.04B |
| Investment companies | 16 | $9.70B |
| Pooled investment vehicles | 6 | $591.1M |
| Pension/profit sharing plans | 39 | $8.68B |
| Charitable organizations | 6 | $496.0M |
| State/municipal entities | 52 | $41.03B |
| Insurance companies | 46 | $29.34B |
| Sovereign wealth funds | 5 | $387.8M |
| Corporations/business entities | 8 | $7.19B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD