Patrick Halter
Director/Board Member at Principal Mutual Fund
Net worth: 12 M $ as of 2024-03-30
Profile
Patrick Gregory Halter holds the position of President-Principal Global Asset Management at Principal Financial Group, Inc. and Chairman of Principal Real Estate Investors LLC (a subsidiary of Principal Financial Group, Inc.). Mr. Halter is also Member of Pension Real Estate Association, Member of The Real Estate Roundtable and Member of Association of Foreign Investors in Real Estate and on the board of 7 other companies. In his past career Patrick Gregory Halter held the position of Executive Director at Principal Global Investors LLC and Chairman for National Association of Real Estate Investment Managers. He received an MBA and an undergraduate degree from the University of Wisconsin.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-27 | 141,092 ( 0.06% ) | 12 M $ | 2024-03-30 |
Patrick Halter active positions
| Companies | Position | Start |
|---|---|---|
The Real Estate Roundtable
 The Real Estate Roundtable Miscellaneous Commercial ServicesCommercial Services The Real Estate Roundtable operates real estate and trade associations. The non-profit company is based in Washington. The CEO of the American company is Jeffrey D. DeBoer. | Corporate Officer/Principal | - |
Association of Foreign Investors in Real Estate
 Association of Foreign Investors in Real Estate Miscellaneous Commercial ServicesCommercial Services The Association of Foreign Investors in Real Estate is a global organization established in 1988 that focuses on commercial property investment. The non-profit company is based in Washington. The organization provides exclusive market analyses, executive education, thought leadership, and networking opportunities for its members around the world. | Corporate Officer/Principal | - |
Principal Mutual Fund
 Principal Mutual Fund Investment ManagersFinance Part of Principal Financial Group, Inc., Principal Mutual Fund is an Indian company that manages mutual funds. The private company is based in Mumbai, India and was founded in 2000. | Director/Board Member | - |
Pension Real Estate Association
 Pension Real Estate Association Miscellaneous Commercial ServicesCommercial Services Pension Real Estate Association (PREA) is a non-profit trade association based in Hartford, CT, for the institutional real estate investment industry. The company's members include public and corporate pension funds, endowments, foundations, insurance companies, and investment advisory firms. PREA provides its members with materials to keep up to date on trends and issues in real estate investment decisions, including sustainability and other ESG considerations. The company also offers access to the MSCI/PREA U.S. Property Fund Index, which allows for detailed analysis of the performance of open-end property funds and their underlying investments. | Corporate Officer/Principal | - |
| James A Graaskamp Center For Real Estate | Director/Board Member | - |
PGI Origin Holding Co. Ltd.
 PGI Origin Holding Co. Ltd. Financial ConglomeratesFinance Part of Principal Financial Group, Inc., PGI Origin Holding Co. Ltd. is an investment holding British company. The private company is based in London, UK. PGI Origin Holding Co. was founded in 1995. | Director/Board Member | 2018-12-04 |
Principal Real Estate Europe Ltd.
 Principal Real Estate Europe Ltd. Investment ManagersFinance Principal Real Estate Europe Ltd. Provides fund management advisory services. The firm’s services include fund accounting, debt management and treasury, tax and structuring and regulatory compliance. The company was founded by Andrew David Thornton and Jos Short in May 2008 and is headquartered in London, the United Kingdom. | Director/Board Member | 2018-04-15 |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Director/Board Member | 2018-12-31 |
CCIP LLC
 CCIP LLC Financial ConglomeratesFinance CCIP LLC operates as a holding firm. The company is headquartered in Des Moines, IA. | Director/Board Member | 2016-12-31 |
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Former positions of Patrick Halter
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Training of Patrick Halter
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Private companies | 19 |
|---|---|
Principal Life Insurance Co.
 Principal Life Insurance Co. Multi-Line InsuranceFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Finance |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Commercial Services |
Principal Real Estate Investors LLC
 Principal Real Estate Investors LLC Investment ManagersFinance Principal Real Estate Investors LLC (Principal Real Estate) is a real estate investment management firm headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly-owned subsidiary of Principal Global Investors Holding Co. (US) LLC, ultimately owned by Principal Financial Group, Inc. (NYSE: PFG). Principal Real Estate provides investment advisory services concerning private real estate equity, private real estate debt, public real estate debt securities such as commercial mortgage-backed securities and public real estate equity securities issued by real estate investment trusts and other companies involved in the commercial real estate business to institutional investors, high net-worth individuals and individuals. | Finance |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Finance |
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Finance |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Finance |
Principal Mutual Fund
Principal Mutual Fund Investment ManagersFinance Part of Principal Financial Group, Inc., Principal Mutual Fund is an Indian company that manages mutual funds. The private company is based in Mumbai, India and was founded in 2000. | Finance |
Pension Real Estate Association
Pension Real Estate Association Miscellaneous Commercial ServicesCommercial Services Pension Real Estate Association (PREA) is a non-profit trade association based in Hartford, CT, for the institutional real estate investment industry. The company's members include public and corporate pension funds, endowments, foundations, insurance companies, and investment advisory firms. PREA provides its members with materials to keep up to date on trends and issues in real estate investment decisions, including sustainability and other ESG considerations. The company also offers access to the MSCI/PREA U.S. Property Fund Index, which allows for detailed analysis of the performance of open-end property funds and their underlying investments. | Commercial Services |
The Real Estate Roundtable
The Real Estate Roundtable Miscellaneous Commercial ServicesCommercial Services The Real Estate Roundtable operates real estate and trade associations. The non-profit company is based in Washington. The CEO of the American company is Jeffrey D. DeBoer. | Commercial Services |
Origin Asset Management LLP
 Origin Asset Management LLP Investment ManagersFinance Origin Asset Management LLP (Origin AM) is the Great Britain-based, investment management subsidiary of PGI Origin Holding Co. Ltd., ultimately held by Principal Financial Group, Inc. (NYSE: PFG, NASDAQ: PFG) in the US. The firm was founded in 2004 by Chris Carter, Nigel Dutson, Nick Mottram, Jeremy Rigg and Michael Rimmer. Origin AM is headquartered in London and manages long-only global, international (ex-US), emerging markets and smaller companies equity portfolios for institutional and professional investors. | Finance |
| National Association of Real Estate Investment Managers | |
Association of Foreign Investors in Real Estate
Association of Foreign Investors in Real Estate Miscellaneous Commercial ServicesCommercial Services The Association of Foreign Investors in Real Estate is a global organization established in 1988 that focuses on commercial property investment. The non-profit company is based in Washington. The organization provides exclusive market analyses, executive education, thought leadership, and networking opportunities for its members around the world. | Commercial Services |
CCIP LLC
CCIP LLC Financial ConglomeratesFinance CCIP LLC operates as a holding firm. The company is headquartered in Des Moines, IA. | Finance |
Principal Retirement Advisors Pvt Ltd.
 Principal Retirement Advisors Pvt Ltd. Investment ManagersFinance Part of Sundaram Finance Ltd., Principal Retirement Advisors Pvt Ltd. is an Indian company that provides financial advisory services. The private company is based in Mumbai, India. | Finance |
PGI Origin Holding Co. Ltd.
PGI Origin Holding Co. Ltd. Financial ConglomeratesFinance Part of Principal Financial Group, Inc., PGI Origin Holding Co. Ltd. is an investment holding British company. The private company is based in London, UK. PGI Origin Holding Co. was founded in 1995. | Finance |
Principal Diversified Select Real Asset Fund
Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Miscellaneous |
| James A Graaskamp Center For Real Estate | |
Principal Global Investors Asia (UK) Ltd.
 Principal Global Investors Asia (UK) Ltd. Financial ConglomeratesFinance Founded in 2018, Principal Global Investors Asia (UK) Ltd. is a financial holding British company that operates as part of Principal Financial Group, Inc. The private company is based in London, UK. | Finance |
Principal Real Estate Europe Ltd.
Principal Real Estate Europe Ltd. Investment ManagersFinance Principal Real Estate Europe Ltd. Provides fund management advisory services. The firm’s services include fund accounting, debt management and treasury, tax and structuring and regulatory compliance. The company was founded by Andrew David Thornton and Jos Short in May 2008 and is headquartered in London, the United Kingdom. | Finance |
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