Heitman Real Estate Securities LLC Diversified Active

CIK: 0001080117 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $1,464,026 (100.0% shares, 0.0% debt)

Holdings (57)

WELL WELLTOWER INC 11.9%
Value ($000) $174,320 Shares 978,558 Est. Cost $100.59 Unrealized +62.5%
PLD PROLOGIS INC. 10.3%
Value ($000) $151,448 Shares 1,322,457 Est. Cost $91.53 Unrealized +18.3%
EQIX EQUINIX INC 7.5%
Value ($000) $110,042 Shares 140,496 Est. Cost $705.99 Unrealized +9.7%
SPG SIMON PPTY GROUP INC NEW 3.9%
Value ($000) $57,821 Shares 308,099 Est. Cost $132.53 Unrealized +27.6%
DLR DIGITAL RLTY TR INC 3.4%
Value ($000) $49,746 Shares 287,750 Est. Cost $123.63 Unrealized +36.4%
IRM IRON MTN INC DEL 3.3%
Value ($000) $48,357 Shares 474,368 Est. Cost $84.09 Unrealized +12.6%
ESS ESSEX PPTY TR INC 3.0%
Value ($000) $44,052 Shares 164,582 Est. Cost $264.52 Unrealized +0.2%
AVB AVALONBAY CMNTYS INC 2.9%
Value ($000) $42,685 Shares 220,972 Est. Cost $191.32 Unrealized -0.1%
O REALTY INCOME CORP 2.8%
Value ($000) $41,618 Shares 684,612 Est. Cost $52.68 Unrealized +8.0%
EXR EXTRA SPACE STORAGE INC 2.7%
Value ($000) $39,329 Shares 279,048 Est. Cost $139.76 Unrealized +0.6%
PSA PUBLIC STORAGE OPER CO 2.7%
Value ($000) $39,307 Shares 136,080 Est. Cost $267.44 Unrealized +5.3%
AKR ACADIA RLTY TR 2.5%
Value ($000) $35,991 Shares 1,786,162 Est. Cost $19.13 Unrealized
MAA MID-AMER APT CMNTYS INC 2.4%
Value ($000) $35,396 Shares 253,317 Est. Cost $148.77 Unrealized -4.1%
INVH INVITATION HOMES INC 2.4%
Value ($000) $34,637 Shares 1,180,948 Est. Cost $30.20 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 2.2%
Value ($000) $32,866 Shares 705,123 Est. Cost $46.61 Unrealized
FR FIRST INDL RLTY TR INC 2.2%
Value ($000) $32,689 Shares 635,109 Est. Cost $48.44 Unrealized
KRG KITE RLTY GROUP TR 2.2%
Value ($000) $31,506 Shares 1,412,826 Est. Cost $22.30 Unrealized
SUI SUN CMNTYS INC 2.1%
Value ($000) $31,236 Shares 242,137 Est. Cost $129.00 Unrealized
OHI OMEGA HEALTHCARE INVS INC 2.0%
Value ($000) $29,323 Shares 694,517 Est. Cost $42.22 Unrealized
BNL BROADSTONE NET LEASE INC 2.0%
Value ($000) $28,819 Shares 1,612,726 Est. Cost $17.44 Unrealized
CUZ COUSINS PPTYS INC 2.0%
Value ($000) $28,737 Shares 992,981 Est. Cost $30.53 Unrealized
REG REGENCY CTRS CORP 1.9%
Value ($000) $28,221 Shares 387,119 Est. Cost $69.72 Unrealized +0.4%
CUBE CUBESMART 1.7%
Value ($000) $25,478 Shares 626,616 Est. Cost $42.56 Unrealized
SLG SL GREEN RLTY CORP 1.6%
Value ($000) $24,099 Shares 402,926 Est. Cost $57.70 Unrealized
NTST NETSTREIT CORP 1.6%
Value ($000) $23,383 Shares 1,294,755 Est. Cost $18.06 Unrealized
EQR EQUITY RESIDENTIAL 1.6%
Value ($000) $22,856 Shares 353,094 Est. Cost $66.64 Unrealized -3.9%
RHP RYMAN HOSPITALITY PPTYS INC 1.4%
Value ($000) $20,673 Shares 230,750 Est. Cost $98.67 Unrealized
VICI VICI PPTYS INC 1.4%
Value ($000) $20,606 Shares 631,907 Est. Cost $29.41 Unrealized +9.0%
VTR VENTAS INC 1.3%
Value ($000) $19,475 Shares 278,247 Est. Cost $47.72 Unrealized +39.0%
DOC HEALTHPEAK PROPERTIES INC 1.3%
Value ($000) $19,385 Shares 1,012,279 Est. Cost $17.45 Unrealized +0.1%
CCI CROWN CASTLE INC 1.2%
Value ($000) $16,971 Shares 175,880 Est. Cost $96.83 Unrealized +2.3%
ARE ALEXANDRIA REAL ESTATE EQ IN 1.1%
Value ($000) $15,604 Shares 187,236 Est. Cost $100.44 Unrealized -22.6%
PK PARK HOTELS & RESORTS INC 1.0%
Value ($000) $14,940 Shares 1,348,362 Est. Cost $11.08 Unrealized
HIW HIGHWOODS PPTYS INC 1.0%
Value ($000) $13,995 Shares 439,828 Est. Cost $31.82 Unrealized
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $12,951 Shares 67,339 Est. Cost $197.11 Unrealized +3.8%
CTO CTO RLTY GROWTH INC NEW 0.9%
Value ($000) $12,825 Shares 786,833 Est. Cost $17.99 Unrealized
LTC LTC PPTYS INC 0.9%
Value ($000) $12,776 Shares 346,614 Est. Cost $34.65 Unrealized
ADC AGREE RLTY CORP 0.4%
Value ($000) $5,426 Shares 76,380 Est. Cost $68.43 Unrealized
WPC WP CAREY INC 0.4%
Value ($000) $5,365 Shares 79,403 Est. Cost $63.61 Unrealized
CURB CURBLINE PPTYS CORP 0.3%
Value ($000) $4,932 Shares 221,145 Est. Cost $22.30 Unrealized
AD ARRAY DIGITAL INFRASTRUCTURE 0.3%
Value ($000) $4,868 Shares 97,346 Est. Cost $38.88 Unrealized +7.5%
EGP EASTGROUP PPTYS INC 0.3%
Value ($000) $4,462 Shares 26,362 Est. Cost $180.12 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.3%
Value ($000) $4,068 Shares 802,397 Est. Cost $8.15 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.3%
Value ($000) $3,956 Shares 97,086 Est. Cost $40.75 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.1%
Value ($000) $1,754 Shares 71,901 Est. Cost $24.40 Unrealized
EPR PPTYS 0.0%
Value ($000) $541 Shares 17,147 Est. Cost $28.36 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $436 Shares 10,748 Est. Cost $39.53 Unrealized
BXP BXP INC 0.0%
Value ($000) $426 Shares 5,725 Est. Cost $66.68 Unrealized +3.8%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $424 Shares 23,540 Est. Cost $18.28 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $421 Shares 10,232 Est. Cost $47.85 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $416 Shares 36,494 Est. Cost $15.88 Unrealized
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $402 Shares 25,832 Est. Cost $23.36 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $402 Shares 3,965 Est. Cost $91.12 Unrealized +3.7%
VRE VERIS RESIDENTIAL INC 0.0%
Value ($000) $400 Shares 26,336 Est. Cost $14.91 Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $399 Shares 7,036 Est. Cost $57.91 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.0%
Value ($000) $382 Shares 40,815 Est. Cost $10.18 Unrealized
ESRT EMPIRE ST RLTY TR INC 0.0%
Value ($000) $382 Shares 49,874 Est. Cost $10.47 Unrealized