PRINCIPAL REAL ESTATE INVESTORS, LLC
DBA: PRINCIPAL REAL ESTATE
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $105.65B |
| Discretionary | $73.93B70% of AUM |
| Non-Discretionary | $31.72B |
| Client Accounts | 681 |
| Avg Account Size | $155.1M |
| Employees | 477 |
| Peak AUM | $105.65BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $105.6B | +6.3% | +4.0% | +27.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $105.65B |
| Discretionary | $73.93B |
| Employees | 477 |
| Client Accounts | 681 |
Contact & Location
Address
801 GRAND AVE
DES MOINES IA 50392-0001
Phone
800-787-1621
Filing History
74 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$73.9B
70.0% of AUM
Non-Discretionary
$31.7B
30.0% of AUM
Disc. mix ▼ 4.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantAccounting FirmLaw Firm