Heitman Real Estate Securities LLC Diversified Active

CIK: 0001080117 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 13, 2014

Total Value ($000): $1,523,732 (100.0% shares, 0.0% debt)

Holdings (50)

SPG Simon Property Group, Inc. 9.8%
Value ($000) $149,007 Shares 908,579 Est. Cost $88.20 Unrealized -4.3%
Health Care REIT Inc. 5.4%
Value ($000) $82,120 Shares 1,377,844 Est. Cost $62.72 Unrealized
EQR Equity Residential 5.3%
Value ($000) $81,256 Shares 1,401,199 Est. Cost $31.43 Unrealized +0.9%
BXP Boston Properties, Inc. 4.6%
Value ($000) $70,112 Shares 612,168 Est. Cost $64.06 Unrealized +4.5%
PLD Prologis Inc. 4.2%
Value ($000) $64,378 Shares 1,576,743 Est. Cost $27.78 Unrealized -0.5%
AVB Avalonbay Communities, Inc. 4.1%
Value ($000) $63,028 Shares 479,958 Est. Cost $86.93 Unrealized -2.4%
VNO Vornado Realty Trust 4.0%
Value ($000) $60,803 Shares 616,917 Est. Cost $83.08 Unrealized
MAC The Macerich Company 4.0%
Value ($000) $60,764 Shares 974,877 Est. Cost $58.51 Unrealized
PSA Public Storage, Inc. 3.5%
Value ($000) $52,663 Shares 312,560 Est. Cost $97.16 Unrealized +5.3%
VTR Ventas Inc. 3.2%
Value ($000) $48,393 Shares 798,962 Est. Cost $44.17 Unrealized -6.7%
Equity One, Inc. 2.6%
Value ($000) $39,354 Shares 1,761,607 Est. Cost $22.44 Unrealized
DDR Corp. 2.5%
Value ($000) $38,162 Shares 2,315,630 Est. Cost $16.48 Unrealized
SHO Sunstone Hotel Investors Inc. 2.5%
Value ($000) $37,419 Shares 2,725,369 Est. Cost $13.15 Unrealized
CBL & Associates Properties, I 2.4%
Value ($000) $36,527 Shares 2,057,849 Est. Cost $17.76 Unrealized
MAA Mid-America Apartment Communit 2.4%
Value ($000) $35,906 Shares 525,941 Est. Cost $41.67 Unrealized +3.3%
Duke Realty Corporation 2.3%
Value ($000) $35,449 Shares 2,100,086 Est. Cost $15.56 Unrealized
HST Host Hotels & Resorts, Inc. 2.3%
Value ($000) $34,368 Shares 1,698,002 Est. Cost $10.91 Unrealized +10.2%
EXR Extra Space Storage Inc 2.2%
Value ($000) $33,136 Shares 683,084 Est. Cost $28.36 Unrealized +5.7%
Spirit Realty Capital 2.2%
Value ($000) $32,870 Shares 2,993,593 Est. Cost $11.42 Unrealized
RLJ RLJ Lodging Trust 2.1%
Value ($000) $32,276 Shares 1,207,041 Est. Cost $23.06 Unrealized
NNN National Retail Properties, In 2.1%
Value ($000) $32,176 Shares 937,533 Est. Cost $31.23 Unrealized
Apartment Investment & Managem 1.9%
Value ($000) $29,348 Shares 971,129 Est. Cost $30.22 Unrealized
KRC Kilroy Realty Corp. 1.9%
Value ($000) $28,716 Shares 490,200 Est. Cost $52.27 Unrealized
DCT Industrial Trust Inc 1.8%
Value ($000) $27,141 Shares 3,444,326 Est. Cost $7.28 Unrealized
Federal Realty Investment Trus 1.7%
Value ($000) $25,354 Shares 221,005 Est. Cost $101.41 Unrealized
American Campus Communities 1.6%
Value ($000) $23,818 Shares 637,706 Est. Cost $35.99 Unrealized
Cousins Properties Inc. 1.4%
Value ($000) $21,717 Shares 1,893,347 Est. Cost $10.49 Unrealized
Coresite Realty Corp 1.4%
Value ($000) $21,082 Shares 680,064 Est. Cost $32.24 Unrealized
Chesapeake Lodging Trust 1.3%
Value ($000) $20,247 Shares 786,884 Est. Cost $23.04 Unrealized
DLR Digital Realty Trust Inc. 1.3%
Value ($000) $19,423 Shares 365,917 Est. Cost $39.68 Unrealized -16.5%
NHI National Health Investors, Inc 1.2%
Value ($000) $18,927 Shares 313,056 Est. Cost $58.27 Unrealized
HCP Inc. 1.2%
Value ($000) $18,509 Shares 477,158 Est. Cost $45.44 Unrealized
SL Green Realty Corp 1.1%
Value ($000) $17,340 Shares 172,336 Est. Cost $88.19 Unrealized
DEI Douglas Emmett, Inc. 1.1%
Value ($000) $16,898 Shares 622,621 Est. Cost $27.06 Unrealized
ARE Alexandria Real Estate Equitie 1.1%
Value ($000) $16,102 Shares 221,910 Est. Cost $46.07 Unrealized 0.0%
Retail Properties of America I 1.0%
Value ($000) $15,650 Shares 1,155,800 Est. Cost $13.54 Unrealized
LTC LTC Properties Inc 0.9%
Value ($000) $14,284 Shares 379,595 Est. Cost $37.63 Unrealized
Glimcher Realty Trust 0.9%
Value ($000) $13,678 Shares 1,363,670 Est. Cost $10.03 Unrealized
Sovran Self Storage, Inc. 0.9%
Value ($000) $13,446 Shares 183,070 Est. Cost $73.45 Unrealized
PS Business Parks Inc. 0.9%
Value ($000) $13,321 Shares 159,304 Est. Cost $83.62 Unrealized
AKR Acadia Realty Trust 0.7%
Value ($000) $10,819 Shares 410,103 Est. Cost $24.69 Unrealized
Commonwealth REIT 0.5%
Value ($000) $7,508 Shares 285,479 Est. Cost $23.13 Unrealized
VRE Mack-Cali Realty Corporation 0.2%
Value ($000) $3,713 Shares 178,586 Est. Cost $21.41 Unrealized
Forest City Enterprise CL A 0.1%
Value ($000) $1,785 Shares 93,450 Est. Cost $17.91 Unrealized
Sunstone Hotel Investors PFD S 0.1%
Value ($000) $1,054 Shares 41,000 Est. Cost $26.25 Unrealized
STAG Stag Industrial Inc 0.1%
Value ($000) $932 Shares 38,658 Est. Cost $19.96 Unrealized
AHRT Armada Hoffler Properties 0.0%
Value ($000) $728 Shares 72,520 Est. Cost $11.78 Unrealized
SBRA Sabra Health Care REIT Inc 0.0%
Value ($000) $728 Shares 26,110 Est. Cost $25.95 Unrealized
Select Income Trust 0.0%
Value ($000) $663 Shares 21,900 Est. Cost $28.04 Unrealized
AVIV REIT 0.0%
Value ($000) $634 Shares 25,920 Est. Cost $25.18 Unrealized