Heitman Real Estate Securities LLC Diversified Active

CIK: 0001080117 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $1,989,802 (100.0% shares, 0.0% debt)

Holdings (53)

PLD PROLOGIS INC. 14.0%
Value ($000) $277,809 Shares 2,226,567 Est. Cost $85.55 Unrealized +30.8%
EQIX EQUINIX INC 8.8%
Value ($000) $175,505 Shares 243,405 Est. Cost $596.61 Unrealized +11.0%
WELL WELLTOWER INC 5.8%
Value ($000) $115,976 Shares 1,617,742 Est. Cost $66.49 Unrealized +1.9%
EXR EXTRA SPACE STORAGE INC 5.1%
Value ($000) $101,084 Shares 620,413 Est. Cost $138.27 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 4.9%
Value ($000) $98,221 Shares 584,439 Est. Cost $154.09 Unrealized -0.4%
KIM KIMCO RLTY CORP 4.4%
Value ($000) $87,451 Shares 4,477,753 Est. Cost $17.85 Unrealized 0.0%
INVH INVITATION HOMES INC 4.4%
Value ($000) $87,270 Shares 2,794,423 Est. Cost $27.46 Unrealized +2.6%
SUI SUN CMNTYS INC 4.3%
Value ($000) $86,200 Shares 611,871 Est. Cost $164.21 Unrealized
GLPI GAMING & LEISURE PPTYS INC 4.1%
Value ($000) $81,858 Shares 1,572,385 Est. Cost $45.49 Unrealized
PSA PUBLIC STORAGE 3.1%
Value ($000) $62,244 Shares 206,010 Est. Cost $210.54 Unrealized +23.8%
O REALTY INCOME CORP 3.1%
Value ($000) $61,038 Shares 963,953 Est. Cost $51.43 Unrealized +7.2%
ESS ESSEX PPTY TR INC 2.8%
Value ($000) $56,318 Shares 269,286 Est. Cost $196.58 Unrealized +0.0%
ADC AGREE RLTY CORP 2.7%
Value ($000) $53,005 Shares 772,554 Est. Cost $66.70 Unrealized
BXP BOSTON PROPERTIES INC 2.6%
Value ($000) $50,907 Shares 940,627 Est. Cost $64.42 Unrealized -14.7%
ARE ALEXANDRIA REAL ESTATE EQ IN 2.5%
Value ($000) $49,020 Shares 390,315 Est. Cost $123.80 Unrealized +2.0%
HST HOST HOTELS & RESORTS INC 2.4%
Value ($000) $48,045 Shares 2,913,586 Est. Cost $14.61 Unrealized -0.4%
NTST NETSTREIT CORP 2.3%
Value ($000) $45,977 Shares 2,515,174 Est. Cost $21.76 Unrealized
REXR REXFORD INDL RLTY INC 2.0%
Value ($000) $40,603 Shares 680,684 Est. Cost $62.81 Unrealized
VTR VENTAS INC 1.7%
Value ($000) $33,378 Shares 769,974 Est. Cost $48.53 Unrealized -10.2%
KRG KITE RLTY GROUP TR 1.6%
Value ($000) $31,881 Shares 1,523,941 Est. Cost $18.34 Unrealized
MPT MEDICAL PPTYS TRUST INC 1.6%
Value ($000) $31,610 Shares 3,845,541 Est. Cost $11.56 Unrealized
UE URBAN EDGE PPTYS 1.5%
Value ($000) $30,699 Shares 2,038,432 Est. Cost $16.05 Unrealized
EPR EPR PPTYS 1.3%
Value ($000) $26,740 Shares 701,848 Est. Cost $47.02 Unrealized
CSR CENTERSPACE 1.3%
Value ($000) $25,761 Shares 471,557 Est. Cost $68.38 Unrealized
CCI CROWN CASTLE INC 1.2%
Value ($000) $24,220 Shares 180,960 Est. Cost $117.52 Unrealized 0.0%
LIFE STORAGE INC 1.1%
Value ($000) $21,413 Shares 163,345 Est. Cost $118.48 Unrealized
PHYSICIANS RLTY TR 1.0%
Value ($000) $20,256 Shares 1,356,764 Est. Cost $14.93 Unrealized
SPG SIMON PPTY GROUP INC NEW 1.0%
Value ($000) $19,615 Shares 175,180 Est. Cost $102.48 Unrealized -0.5%
DRH DIAMONDROCK HOSPITALITY CO 0.9%
Value ($000) $18,643 Shares 2,293,152 Est. Cost $8.13 Unrealized
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $17,814 Shares 87,180 Est. Cost $225.40 Unrealized -15.9%
DLR DIGITAL RLTY TR INC 0.8%
Value ($000) $16,329 Shares 166,095 Est. Cost $97.82 Unrealized -2.5%
CTO CTO RLTY GROWTH INC NEW 0.8%
Value ($000) $16,283 Shares 943,414 Est. Cost $17.77 Unrealized
HIW HIGHWOODS PPTYS INC 0.8%
Value ($000) $15,267 Shares 658,337 Est. Cost $23.19 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.7%
Value ($000) $14,892 Shares 692,004 Est. Cost $22.67 Unrealized
EGP EASTGROUP PPTYS INC 0.6%
Value ($000) $12,369 Shares 74,816 Est. Cost $165.32 Unrealized
VICI VICI PPTYS INC 0.3%
Value ($000) $5,921 Shares 181,519 Est. Cost $28.11 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.3%
Value ($000) $5,647 Shares 21,630 Est. Cost $270.10 Unrealized -3.3%
PSTL POSTAL REALTY TRUST INC 0.3%
Value ($000) $5,428 Shares 356,659 Est. Cost $18.03 Unrealized
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $3,219 Shares 106,844 Est. Cost $33.43 Unrealized -14.5%
TRNO TERRENO RLTY CORP 0.1%
Value ($000) $1,225 Shares 18,958 Est. Cost $35.67 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.1%
Value ($000) $1,085 Shares 77,274 Est. Cost $20.91 Unrealized
AKR ACADIA RLTY TR 0.1%
Value ($000) $1,083 Shares 77,655 Est. Cost $21.13 Unrealized
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $1,062 Shares 54,925 Est. Cost $20.85 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $1,045 Shares 105,802 Est. Cost $11.65 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $1,040 Shares 17,334 Est. Cost $54.69 Unrealized -0.8%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $1,024 Shares 46,625 Est. Cost $24.71 Unrealized -16.1%
ESRT EMPIRE ST RLTY TR INC 0.1%
Value ($000) $1,000 Shares 154,148 Est. Cost $12.65 Unrealized
PARAMOUNT GROUP INC 0.1%
Value ($000) $999 Shares 218,994 Est. Cost $10.20 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $989 Shares 10,007 Est. Cost $103.82 Unrealized -11.4%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $984 Shares 79,774 Est. Cost $29.49 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $871 Shares 56,691 Est. Cost $53.01 Unrealized
HUDSON PAC PPTYS INC 0.0%
Value ($000) $808 Shares 121,455 Est. Cost $22.46 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $671 Shares 28,516 Est. Cost $76.82 Unrealized