EdgeMarket › What Heitman Real Estate Securities Llc reported owning
What Heitman Real Estate Securities Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
57Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| WELL WELLTOWER INC. | 161.3M | 11.6% | 815.8K | 239.22 | +44.1% |
| EQIX EQUINIX INC | 134.9M | 9.7% | 137.6K | 1,065.39 | +37.2% |
| PLD Prologis, Inc. | 129.9M | 9.3% | 982.7K | 141.80 | +28.7% |
| O REALTY INCOME CORP | 72.9M | 5.2% | 1.2M | 62.60 | +4.5% |
| SPG SIMON PROPERTY GROUP INC. | 61.5M | 4.4% | 329.8K | 218.29 | +25.4% |
| VTR Ventas, Inc. | 59.0M | 4.2% | 721.5K | 93.06 | +34.5% |
| EQR ERP OPERATING LTD PARTNERSHIP | 52.2M | 3.8% | 882.1K | 63.66 | +0.2% |
| DLR DIGITAL REALTY TRUST, INC. | 50.8M | 3.7% | 282.1K | 190.62 | +15.3% |
| EXR Extra Space Storage Inc. | 41.8M | 3.0% | 319.1K | 146.81 | +5.1% |
| FR FIRST INDUSTRIAL REALTY TRUST INC | 34.3M | 2.5% | 593.3K | 62.93 | +25.8% |
| ESS ESSEX PROPERTY TRUST, INC. | 33.7M | 2.4% | 139.2K | 289.00 | +10.3% |
| NTST NETSTREIT Corp. | 32.2M | 2.3% | 1.7M | 20.35 | +7.3% |
| PSA Public Storage | 28.2M | 2.0% | 104.2K | 322.49 | +12.4% |
| MAA MID AMERICA APARTMENT COMMUNITIES INC. | 27.6M | 2.0% | 225.8K | 131.31 | -7.8% |
| IRM IRON MOUNTAIN INC | 26.5M | 1.9% | 259.6K | 122.02 | +33.7% |
| DOC HEALTHPEAK PROPERTIES, INC. | 26.5M | 1.9% | 1.6M | 21.40 | +24.3% |
| AKR ACADIA REALTY TRUST | 25.1M | 1.8% | 1.3M | 21.05 | +9.1% |
| DRH DiamondRock Hospitality Co | 25.1M | 1.8% | 2.7M | 12.82 | +59.7% |
| STAG STAG Industrial, Inc. | 24.7M | 1.8% | 685.3K | 36.67 | +2.3% |
| CUZ COUSINS PROPERTIES INC | 22.3M | 1.6% | 987.6K | 29.68 | +7.0% |
| SUI SUN COMMUNITIES INC | 21.7M | 1.6% | 172.3K | 121.66 | -4.3% |
| MAC MACERICH CO | 21.5M | 1.5% | 1.1M | 24.38 | +41.7% |
| CUBE CubeSmart | 20.0M | 1.4% | 546.3K | 40.89 | +2.3% |
| OHI OMEGA HEALTHCARE INVESTORS INC | 19.6M | 1.4% | 447.5K | 46.61 | +11.4% |
| INVH Invitation Homes Inc. | 18.5M | 1.3% | 744.8K | 30.11 | -1.4% |
| CURB Curbline Properties Corp. | 17.1M | 1.2% | 661.3K | 29.39 | +31.6% |
| VICI VICI PROPERTIES INC. | 16.9M | 1.2% | 618.2K | 26.51 | -19.6% |
| FRT FEDERAL REALTY INVESTMENT TRUST | 16.9M | 1.2% | 158.9K | 116.74 | +21.1% |
| JAN Janus Living, Inc. | 14.7M | 1.1% | 623.9K | 30.71 | +4581.4% |
| OUT OUTFRONT Media Inc. | 14.7M | 1.1% | 553.7K | 29.83 | +57.0% |
| CTO CTO Realty Growth, Inc. | 13.7M | 1.0% | 742.7K | 21.80 | +31.1% |
| AVB AVALONBAY COMMUNITIES INC | 13.1M | 0.9% | 80.0K | 184.06 | -3.7% |
| AMT AMERICAN TOWER CORP /MA/ | 13.0M | 0.9% | 75.2K | 175.80 | -16.1% |
| ADC AGREE REALTY CORP | 12.1M | 0.9% | 160.4K | 73.88 | -0.0% |
| XHR Xenia Hotels & Resorts, Inc. | 11.8M | 0.8% | 793.8K | 19.42 | +46.1% |
| ELS EQUITY LIFESTYLE PROPERTIES INC | 11.5M | 0.8% | 183.8K | 65.46 | +8.0% |
| SLG SL GREEN REALTY CORP | 11.2M | 0.8% | 302.8K | 57.45 | +4.7% |
| COLD AMERICOLD REALTY TRUST | 7.1M | 0.5% | 616.7K | 15.25 | +4.7% |
| GLPI Gaming & Leisure Properties, Inc. | 6.6M | 0.5% | 148.3K | 43.55 | -8.3% |
| CCI CROWN CASTLE INC. | 6.3M | 0.5% | 77.4K | 75.51 | -26.6% |
| HIW HIGHWOODS PROPERTIES, INC. | 6.3M | 0.5% | 293.8K | 31.40 | +7.2% |
| WPC W. P. Carey Inc. | 6.3M | 0.5% | 92.5K | 71.20 | +6.9% |
| WY WEYERHAEUSER CO | 4.7M | 0.3% | 192.4K | 24.43 | -6.1% |
| UE Urban Edge Properties | 4.4M | 0.3% | 221.4K | 21.43 | +6.6% |
| SBAC SBA COMMUNICATIONS CORP | 3.9M | 0.3% | 22.7K | 182.59 | -18.4% |
| ARE ALEXANDRIA REAL ESTATE EQUITIES, INC. | 2.9M | 0.2% | 63.5K | 53.49 | -30.9% |
| PEB Pebblebrook Hotel Trust | 460.9K | 0.0% | 36.5K | 18.48 | +83.5% |
| unmapped CUSIP 554489104 | 441.3K | 0.0% | 23.4K | — | — |
| SHO Sunstone Hotel Investors, Inc. | 428.5K | 0.0% | 47.6K | 11.29 | +24.9% |
| DEI Douglas Emmett Inc | 411.5K | 0.0% | 43.7K | 11.79 | -20.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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