Heitman Real Estate Securities LLC

Broker-Dealer
CIK
1080117
City
Chicago
State / Country
IL

Top Portfolio Positions

56 positions · $1,390,878,817 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
WELL
Welltower Inc.
Real Estate
815,770 $161,285,886 11.60%
EQIX
Equinix Inc
Real Estate
137,590 $134,871,221 9.70%
PLD
Prologis, Inc.
Real Estate
982,653 $129,887,073 9.34%
O
Realty Income Corp
Real Estate
1,191,070 $72,869,662 5.24%
SPG
Simon Property Group Inc.
Real Estate
329,763 $61,510,692 4.42%
VTR
Ventas, Inc.
Real Estate
721,474 $59,002,143 4.24%
EQR
Equity Residential
Real Estate
882,051 $52,173,316 3.75%
DLR
Digital Realty Trust, Inc.
Real Estate
282,108 $50,838,682 3.66%
EXR
Extra Space Storage Inc.
Real Estate
319,132 $41,847,779 3.01%
FR
First Industrial Realty Trust Inc
Real Estate
593,292 $34,321,942 2.47%

Portfolio Trend

48 quarters · across all stocks

Holdings in DOC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $26,463,143 1,610,660
2025-12-31 $22,487,783 1,398,494
2025-09-30 $19,385,142 1,012,279
2025-06-30 $369,443 21,099
2025-03-31 $4,487,444 221,931
2024-12-31 $9,155,087 451,657
2024-09-30 $69,117,896 3,022,208
2024-06-30 $44,513,795 2,271,112
2024-03-31 $50,331,900 2,684,368
2023-12-31 $49,421,493 2,496,035
2023-09-30 $1,092,989 59,531
2023-06-30 $1,196,573 59,531
2023-03-31 $1,024,351 46,625
2022-12-31 $1,078,762 43,030
2022-09-30 $1,718,702 74,987
2022-06-30 $2,093,113 80,784
2022-03-31 $48,146,657 1,402,466
2021-12-31 $38,145,578 1,056,957
2021-09-30 $36,764,856 1,098,114
2021-06-30 $46,104,652 1,384,940
2021-03-31 $68,041,355 2,143,710
2020-12-31 $67,838,357 2,244,074
2020-09-30 $46,952,639 1,729,379
2020-06-30 $52,736,170 1,913,504
2020-03-31 $71,196,781 2,985,190