Heitman Real Estate Securities LLC Diversified Active

CIK: 0001080117 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $1,882,961 (100.0% shares, 0.0% debt)

Holdings (46)

PLD PROLOGIS INC. 11.7%
Value ($000) $220,164 Shares 1,953,019 Est. Cost $81.86 Unrealized +22.4%
EQIX EQUINIX INC 7.1%
Value ($000) $134,256 Shares 204,962 Est. Cost $584.28 Unrealized -0.9%
WELL WELLTOWER INC 5.6%
Value ($000) $104,815 Shares 1,599,001 Est. Cost $66.47 Unrealized -10.3%
SUI SUN CMNTYS INC 5.4%
Value ($000) $101,908 Shares 712,643 Est. Cost $164.21 Unrealized
PSA PUBLIC STORAGE 5.3%
Value ($000) $100,715 Shares 359,454 Est. Cost $210.54 Unrealized +21.8%
KRG KITE RLTY GROUP TR 4.9%
Value ($000) $92,968 Shares 4,416,515 Est. Cost $18.34 Unrealized
EQR EQUITY RESIDENTIAL 4.6%
Value ($000) $86,993 Shares 1,474,455 Est. Cost $54.69 Unrealized +0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 4.2%
Value ($000) $78,403 Shares 538,222 Est. Cost $123.80 Unrealized -0.5%
UDR UDR INC 4.1%
Value ($000) $77,118 Shares 1,991,172 Est. Cost $44.25 Unrealized -21.5%
GLPI GAMING & LEISURE PPTYS INC 4.1%
Value ($000) $76,358 Shares 1,465,891 Est. Cost $45.01 Unrealized
SPG SIMON PPTY GROUP INC NEW 3.7%
Value ($000) $70,452 Shares 599,695 Est. Cost $102.48 Unrealized -8.8%
REXR REXFORD INDL RLTY INC 3.7%
Value ($000) $69,789 Shares 1,277,247 Est. Cost $62.81 Unrealized
HST HOST HOTELS & RESORTS INC 3.4%
Value ($000) $63,222 Shares 3,939,085 Est. Cost $14.61 Unrealized +0.3%
INVH INVITATION HOMES INC 3.2%
Value ($000) $60,724 Shares 2,048,709 Est. Cost $27.20 Unrealized +4.0%
LIFE STORAGE INC 3.1%
Value ($000) $57,788 Shares 586,677 Est. Cost $118.48 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 2.8%
Value ($000) $53,123 Shares 189,516 Est. Cost $270.10 Unrealized -2.4%
ADC AGREE RLTY CORP 2.6%
Value ($000) $49,268 Shares 694,605 Est. Cost $66.48 Unrealized
O REALTY INCOME CORP 2.6%
Value ($000) $48,771 Shares 768,899 Est. Cost $50.49 Unrealized +3.4%
BXP BOSTON PROPERTIES INC 2.5%
Value ($000) $46,747 Shares 691,725 Est. Cost $67.84 Unrealized -13.4%
NTST NETSTREIT CORP 2.3%
Value ($000) $42,442 Shares 2,315,422 Est. Cost $22.06 Unrealized
MPT MEDICAL PPTYS TRUST INC 2.2%
Value ($000) $41,042 Shares 3,684,220 Est. Cost $11.71 Unrealized
VTR VENTAS INC 2.1%
Value ($000) $40,173 Shares 891,748 Est. Cost $48.53 Unrealized -22.2%
AMT AMERICAN TOWER CORP NEW 1.7%
Value ($000) $31,877 Shares 150,463 Est. Cost $225.40 Unrealized -17.2%
EPR EPR PPTYS 1.6%
Value ($000) $30,813 Shares 816,890 Est. Cost $47.02 Unrealized
UE URBAN EDGE PPTYS 1.5%
Value ($000) $28,119 Shares 1,995,693 Est. Cost $16.07 Unrealized
CSR CENTERSPACE 0.9%
Value ($000) $17,705 Shares 301,774 Est. Cost $76.12 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.9%
Value ($000) $16,788 Shares 740,542 Est. Cost $22.67 Unrealized
PSTL POSTAL REALTY TRUST INC 0.6%
Value ($000) $11,726 Shares 807,040 Est. Cost $18.03 Unrealized
CTO CTO RLTY GROWTH INC NEW 0.5%
Value ($000) $8,658 Shares 473,640 Est. Cost $18.28 Unrealized
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $3,675 Shares 118,544 Est. Cost $33.43 Unrealized -17.5%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $1,092 Shares 5,153 Est. Cost $192.15 Unrealized +0.4%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $1,079 Shares 43,030 Est. Cost $25.04 Unrealized -19.7%
TRNO TERRENO RLTY CORP 0.1%
Value ($000) $1,078 Shares 18,958 Est. Cost $35.67 Unrealized
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $1,058 Shares 54,925 Est. Cost $20.85 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,054 Shares 10,508 Est. Cost $134.70 Unrealized -32.3%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $1,047 Shares 6,482 Est. Cost $208.32 Unrealized -27.2%
AKR ACADIA RLTY TR 0.1%
Value ($000) $1,036 Shares 72,200 Est. Cost $21.67 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $1,022 Shares 105,802 Est. Cost $11.65 Unrealized
DEI DOUGLAS EMMETT INC 0.1%
Value ($000) $1,019 Shares 65,016 Est. Cost $33.38 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $1,011 Shares 10,007 Est. Cost $103.82 Unrealized -15.3%
PARAMOUNT GROUP INC 0.1%
Value ($000) $994 Shares 167,286 Est. Cost $11.94 Unrealized
HUDSON PAC PPTYS INC 0.1%
Value ($000) $988 Shares 101,545 Est. Cost $25.56 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.1%
Value ($000) $983 Shares 73,443 Est. Cost $21.27 Unrealized
ESRT EMPIRE ST RLTY TR INC 0.1%
Value ($000) $971 Shares 144,034 Est. Cost $13.08 Unrealized
VNO VORNADO RLTY TR 0.1%
Value ($000) $966 Shares 46,434 Est. Cost $61.32 Unrealized
SLG SL GREEN RLTY CORP 0.1%
Value ($000) $962 Shares 28,516 Est. Cost $76.82 Unrealized