RIA Intel›Advisers›Iowa›PRINCIPAL REAL ESTATE INVESTORS, LLC

PRINCIPAL REAL ESTATE INVESTORS, LLC

Advisory

N·DES MOINES, IA

Data as of May 27, 2026 · Source: SEC Form ADV

Total AUM

$105.6B

1-Year AUM Growth

+5.9%

3-Year CAGR

-1.8%

Employees

310

Assets Under Management

Total AUM$105.6B

Discretionary AUM$73.9B

Non-Discretionary AUM$31.7B

Discretionary %70%

Total Clients1,305

Team

Total Employees310

Investment Advisers477

Employee Growth (1Y)-12.0%

Filing History

Total Filings on Record67

First FilingMar 30, 2001

Latest FilingMay 27, 2026

🔒 Full AUM trend chart and 67 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRINCIPAL REAL ESTATE INVESTORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.