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PRINCIPAL REAL ESTATE INVESTORS, LLC, CRD 109008
DES MOINES, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PRINCIPAL ENHANCED PROPERTY FUND, L.P. | Hedge Fund | $4.8B | Nov 11, 2024 | 143 | Mar 30, 2016 | reported | 021-1293213 |
| PRINCIPAL DATA CENTER GROWTH & INCOME FUND, L.P. | Hedge Fund | $2.1B | Nov 11, 2024 | 16 | Nov 21, 2023 | reported | 021-487341 |
| PRINCIPAL REAL ESTATE OPEN-END DEBT FUND, L.P. | Hedge Fund | $192M | Nov 11, 2024 | 12 | Feb 22, 2024 | reported | 021-486944 |
| PRINCIPAL DIGITAL REAL ESTATE FUND, LP | Hedge Fund | $191M | Nov 11, 2024 | 13 | Mar 16, 2021 | reported | 021-384957 |
| PRINCIPAL REAL ESTATE LIQUID DEBT FUND, LP | Hedge Fund | $115M | Nov 11, 2024 | 9 | Mar 16, 2021 | reported | 021-367906 |
| PRINCIPAL U.S. PROPERTY FUND, LP | Other Private Fund | $91.2M | Nov 11, 2024 | 7 | Mar 30, 2023 | reported | 021-447939 |
| PRINCIPAL REAL ESTATE STRATEGIC DEBT FUND I LP | Hedge Fund | $88.6M | Nov 11, 2024 | 2 | Mar 30, 2012 | reported | 021-1459994 |
| PRINCIPAL EUROPEAN CORE FUND US SCSP | Hedge Fund | $58.3M | Nov 11, 2024 | 2 | Mar 30, 2020 | reported | 021-355114 |
| PRINCIPAL STRATEGIC OPPORTUNITY FUND III LP | Other Private Fund | $50.6M | Mar 30, 2020 | 2 | Mar 30, 2020 | dropped | 021-1762430 |
| PRINCIPAL DATA CENTER GROWTH & INCOME FUND (CAYMAN PARALLEL), L.P. | Hedge Fund | $45.1M | Nov 11, 2024 | 9 | Nov 11, 2024 | reported | 021-526862 |
| PRINCIPAL DIGITAL REAL ESTATE FUND EMPLOYEES, LP | Private Equity Fund | $41.5M | Nov 14, 2022 | 44 | Aug 24, 2021 | dropped | 021-399060 |
| PRINCIPAL DIGITAL REAL ESTATE FUND (A), LP | Hedge Fund | $29.9M | Nov 11, 2024 | 6 | Aug 24, 2021 | reported | 021-399061 |
| 801 GRAND | Other Private Fund | $21.2M | Nov 11, 2024 | 2 | Mar 30, 2012 | reported | n/a |
| PRINCIPAL GREEN PROPERTY FUND SIDECAR II, LP | Other Private Fund | $11.2M | Nov 14, 2022 | 1 | Apr 28, 2020 | dropped | 021-242725 |
| PRINCIPAL GREEN PROPERTY FUND III, LP | Hedge Fund | $1.8M | Nov 11, 2024 | 6 | Nov 21, 2023 | reported | 021-466495 |
| PRINCIPAL GREEN PROPERTY FUND III (US PARALLEL), LP | Hedge Fund | $1.1M | Nov 11, 2024 | 1 | Nov 21, 2023 | reported | 021-466497 |
| PRINCIPAL REAL ESTATE DEBT FUND EMPLOYEES III | Other Private Fund | $673,202 | Nov 11, 2024 | 16 | Apr 28, 2020 | reported | 021-347400 |
| PRINCAL PRINCIPAL MEMBER EMPLOYEES, LP | Hedge Fund | $598,721 | Nov 11, 2024 | 10 | Mar 30, 2023 | reported | 021-467434 |
| PRINCIPAL GREEN PROPERTY FUND III (CAYMAN PARALLEL), LP | Hedge Fund | $459,164 | Nov 11, 2024 | 1 | Nov 21, 2023 | reported | 021-466498 |
| PRINCIPAL REAL ESTATE DEBT FUND EMPLOYEES II | Other Private Fund | $169,522 | Nov 11, 2024 | 12 | Apr 28, 2020 | reported | 021-276031 |
| PRINCIPAL GREEN PROPERTY FUND EMPLOYEES II, LLC | Other Private Fund | $33,314 | Nov 14, 2022 | 17 | Apr 28, 2020 | dropped | 021-259896 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BHATIA, KAMAL | Chairman | Na | yes | 03/2024 | Mar 16, 2021 | Nov 11, 2024 |
| DJURASOVIC, GEORGE | GENERAL COUNSEL | Na | yes | 11/2023 | Nov 1, 2023 | Nov 11, 2024 |
| EVERETT, TODD, EUGENE | CHIEF EXECUTIVE OFFICER | Na | yes | 09/2018 | Oct 29, 2018 | Nov 11, 2024 |
| HILL, TIMOTHY, ALLEN | SENIOR EXECUTIVE MANAGING DIRECTOR | Na | yes | 03/2024 | Mar 27, 2024 | Nov 11, 2024 |
| HITTNER, JILL, MARIE | CHIEF FINANCIAL OFFICER | Na | yes | 03/2024 | Mar 27, 2024 | Nov 11, 2024 |
| Lange, Justin, Thomas | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2022 | Oct 10, 2022 | Nov 11, 2024 |
| NESS, BRIAN, STEVEN | CHIEF INFORMATION OFFICER | Na | yes | 03/2024 | Mar 27, 2024 | Nov 11, 2024 |
| PRINCIPAL FINANCIAL GROUP, INC. | 100% OWNER | E | yes | 10/2001 | Mar 30, 2012 | Nov 11, 2024 |
| PRINCIPAL FINANCIAL SERVICES, INC. | 100% OWNER | E | yes | 05/2017 | Mar 30, 2012 | Nov 11, 2024 |
| PRINCIPAL GLOBAL INVESTORS HOLDING COMPANY (US) LLC | 100% OWNERSHIP | E | yes | 05/2017 | May 26, 2017 | Nov 11, 2024 |
| SHUMWAY, ELLEN, WILSON | GLOBAL HEAD OF PRODUCT | Na | yes | 03/2024 | Mar 27, 2024 | Nov 11, 2024 |
| WENIG, BARBARA | GLOBAL HEAD OF OPERATIONS | Na | yes | 03/2024 | Mar 27, 2024 | Nov 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PRINCIPAL GLOBAL INVESTORS, LLC | n/a | Other adviser | $428B | N | yes | n/a |
| SAMI BROKERAGE LLC | n/a | Former SEC adviser | $24B | N | yes | n/a |
| SPECTRUM ASSET MANAGEMENT, INC. | n/a | Asset manager | $18B | N | yes | n/a |
| PRINCIPAL SECURITIES, INC. | n/a | Bd affiliated wealth | $17B | N | yes | n/a |
| PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | n/a | Asset manager | $14B | N | yes | n/a |
| POST ADVISORY GROUP, LLC | n/a | Other adviser | $13B | N | yes | n/a |
| ORIGIN ASSET MANAGEMENT LLP | n/a | Former SEC adviser | $4.6B | N | yes | n/a |
| PRINCIPAL ADVISED SERVICES, LLC | n/a | Bd affiliated wealth | $1.4B | N | yes | n/a |
| BRASILPREV SEGUROS E PREVIDENCIA S.A. | n/a | n/a | n/a | N | yes | n/a |
| CLARITAS ADMINISTRAC?O DE RECURSOS LTDA. | n/a | n/a | n/a | N | yes | n/a |
| CLARITAS INVESTMENTS LTD. | n/a | n/a | n/a | N | yes | n/a |
| DELAWARE CHARTER GUARANTEE & TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| DIVERSIFIED DENTAL SERVICES, INC. A NEVADA CLOSE CORPORATION | n/a | n/a | n/a | N | yes | n/a |
| EMPLOYERS DENTAL SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| EQUITY FC, LTD. | n/a | n/a | n/a | N | yes | n/a |
| FIRST DENTAL HEALTH | n/a | n/a | n/a | N | yes | n/a |
| PECF US (GP) SARL | n/a | n/a | n/a | Y | yes | n/a |
| PETULA ASSOCIATES, LLC | n/a | n/a | n/a | N | yes | n/a |
| PRINCAL PRINCIPAL MEMBER EMPLOYEES GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PRINCIPAL ADMINISTRADORA GENERAL DE FONDOS S.A. | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL AFORE, S.A. DE C.V., PRINCIPAL GRUPO FINANCIERO | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL AHORRO E INVERSIONES S.A. | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL ASSET MANAGEMENT (S) PTE. LTD. | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL ASSET MANAGEMENT BERHAD | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL ASSET MANAGEMENT COMPANY LIMITED (THAILAND) | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL BANK | n/a | n/a | n/a | N | yes | Ia |
| PRINCIPAL COMPANIA DE SEGUROS DE VIDA CHILE S.A. | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL DATA CENTER GROWTH & INCOME FUND GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PRINCIPAL DENTAL SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL DIGITAL REAL ESTATE FUND GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PRINCIPAL ENHANCED PROPERTY FUND GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| PRINCIPAL FINANCIAL GROUP, INC. | n/a | n/a | n/a | Y | yes | n/a |
| PRINCIPAL FINANCIAL SERVICES, INC. | n/a | n/a | n/a | Y | yes | n/a |
| PRINCIPAL FONDOS DE INVERSION, S.A. DE C.V., OPERADORA DE FONDOS DE INVERSION, PRINCIPAL GRUPO FINANCIERO | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL FUNDS DISTRIBUTOR, INC. | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL GLOBAL INVESTORS (AUSTRALIA) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL GLOBAL INVESTORS (EUROPE) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL GLOBAL INVESTORS (HONG KONG) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL GLOBAL INVESTORS (IRELAND) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| PRINCIPAL GLOBAL INVESTORS (JAPAN) LTD | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 30 | yes |
| FRANKFURT MAIN | n/a | Germany | 30 | no |
| London | n/a | United Kingdom | 16 | no |
| Chicago | IL | United States | 15 | yes |
| Paris | n/a | France | 12 | no |
| Seattle | Wa | United States | 4 | no |
| London | n/a | United Kingdom | 4 | no |
| Singapore | n/a | Singapore | 4 | no |
| Portland | Or | United States | 3 | no |
| Milan | n/a | Italy | 3 | no |
| Schiphol | n/a | Netherlands | 3 | no |
| Addison | TX | United States | 1 | no |
| Sydney | n/a | Australia | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $106B | $74B | 477 | 310 | 15 | 18 | n/a |
| 2024 | Mar 31, 2025 | $99B | $74B | 464 | 307 | 13 | 17 | n/a |
| 2023 | Mar 27, 2024 | $94B | $72B | 645 | 349 | 15 | 16 | $7.7B |
| 2022 | Mar 30, 2023 | $94B | $70B | 484 | 325 | 11 | 11 | $5.9B |
| 2021 | Mar 30, 2022 | $105B | $83B | 440 | 297 | 2 | 12 | $5.2B |
| 2020 | Mar 16, 2021 | $30B | $28B | 424 | 276 | 2 | 10 | $4.6B |
| 2019 | Mar 26, 2020 | $30B | $28B | 431 | 276 | 2 | 3 | $3.2B |
| 2018 | Mar 27, 2019 | $23B | $16B | 429 | 274 | 4 | 3 | $3.2B |
| 2017 | Mar 29, 2018 | $14B | $9.0B | 345 | 231 | 4 | 3 | $1.1B |
| 2016 | Mar 30, 2017 | $21B | $16B | 343 | 230 | n/a | 3 | $2.6B |
| 2015 | Mar 30, 2016 | $18B | $14B | 349 | 249 | n/a | 3 | $2.2B |
| 2014 | Mar 31, 2015 | $17B | $13B | 82 | 76 | n/a | 2 | $340M |
| 2013 | Mar 31, 2014 | $12B | $7.6B | 334 | 196 | n/a | 2 | $406M |
| 2012 | Apr 1, 2013 | $10B | $6.0B | 331 | 196 | n/a | 2 | $567M |
| 2011 | Mar 30, 2012 | $8.8B | $5.0B | n/a | n/a | n/a | 2 | $454M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $106B | $99B | 6.3% | $94B | 4.1% | 477 | 464 | 15 | 13 |