Heitman Real Estate Securities LLC Diversified Active

CIK: 0001080117 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $1,773,480 (100.0% shares, 0.0% debt)

Holdings (51)

EQIX EQUINIX INC 7.7%
Value ($000) $136,901 Shares 201,446 Est. Cost $563.48 Unrealized +10.8%
AVB AVALONBAY CMNTYS INC 5.6%
Value ($000) $99,886 Shares 541,360 Est. Cost $137.32 Unrealized +7.6%
PLD PROLOGIS INC. 5.1%
Value ($000) $91,224 Shares 860,602 Est. Cost $46.29 Unrealized +91.6%
WELL WELLTOWER INC 4.9%
Value ($000) $87,442 Shares 1,220,748 Est. Cost $60.42 Unrealized -2.3%
PSA PUBLIC STORAGE 4.4%
Value ($000) $77,857 Shares 315,516 Est. Cost $188.24 Unrealized 0.0%
INVH INVITATION HOMES INC 4.2%
Value ($000) $74,390 Shares 2,325,407 Est. Cost $20.13 Unrealized +28.2%
DOC HEALTHPEAK PROPERTIES INC 3.8%
Value ($000) $68,041 Shares 2,143,710 Est. Cost $24.41 Unrealized -3.9%
VICI VICI PPTYS INC 3.8%
Value ($000) $67,242 Shares 2,381,084 Est. Cost $16.52 Unrealized +26.7%
DUKE REALTY CORP 3.7%
Value ($000) $66,206 Shares 1,578,957 Est. Cost $30.05 Unrealized
PEB PEBBLEBROOK HOTEL TR 3.6%
Value ($000) $64,514 Shares 2,655,995 Est. Cost $20.81 Unrealized
SUI SUN CMNTYS INC 3.6%
Value ($000) $63,901 Shares 425,891 Est. Cost $151.59 Unrealized
HUDSON PAC PPTYS INC 3.5%
Value ($000) $62,410 Shares 2,300,408 Est. Cost $28.38 Unrealized
FEDERAL RLTY INVT TR 3.1%
Value ($000) $55,034 Shares 542,470 Est. Cost $110.16 Unrealized
FR FIRST INDL RLTY TR INC 3.0%
Value ($000) $53,289 Shares 1,163,759 Est. Cost $38.72 Unrealized
CPT CAMDEN PPTY TR 2.8%
Value ($000) $49,282 Shares 448,382 Est. Cost $87.98 Unrealized 0.0%
QTS RLTY TR INC 2.6%
Value ($000) $46,558 Shares 750,452 Est. Cost $62.80 Unrealized
PHYSICIANS RLTY TR 2.4%
Value ($000) $43,066 Shares 2,437,264 Est. Cost $18.67 Unrealized
EXR EXTRA SPACE STORAGE INC 2.3%
Value ($000) $41,105 Shares 310,106 Est. Cost $80.59 Unrealized +24.3%
WEINGARTEN RLTY INVS 2.3%
Value ($000) $40,402 Shares 1,501,367 Est. Cost $24.15 Unrealized
APARTMENT INCOME REIT CORP 2.2%
Value ($000) $39,205 Shares 916,868 Est. Cost $42.76 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 2.1%
Value ($000) $36,633 Shares 2,940,031 Est. Cost $11.41 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 2.0%
Value ($000) $34,671 Shares 1,996,034 Est. Cost $14.99 Unrealized
CDP CORPORATE OFFICE PPTYS TR 1.9%
Value ($000) $34,166 Shares 1,297,608 Est. Cost $26.33 Unrealized
O REALTY INCOME CORP 1.9%
Value ($000) $33,341 Shares 525,061 Est. Cost $42.08 Unrealized +9.9%
SITE CTRS CORP 1.8%
Value ($000) $31,288 Shares 2,307,394 Est. Cost $8.16 Unrealized
ADC AGREE REALTY CORP 1.5%
Value ($000) $25,724 Shares 382,165 Est. Cost $61.21 Unrealized
REXR REXFORD INDL RLTY INC 1.4%
Value ($000) $25,319 Shares 502,362 Est. Cost $31.31 Unrealized
EPR EPR PPTYS 1.3%
Value ($000) $23,925 Shares 513,524 Est. Cost $46.59 Unrealized
NEW SR INVT GROUP INC 0.9%
Value ($000) $16,242 Shares 2,607,119 Est. Cost $5.02 Unrealized
AKR ACADIA RLTY TR 0.8%
Value ($000) $14,021 Shares 739,127 Est. Cost $26.15 Unrealized
PSTL POSTAL REALTY TRUST INC 0.8%
Value ($000) $13,610 Shares 792,223 Est. Cost $17.18 Unrealized
KIM KIMCO RLTY CORP 0.7%
Value ($000) $12,470 Shares 665,054 Est. Cost $14.28 Unrealized 0.0%
AAT AMERICAN ASSETS TR INC 0.6%
Value ($000) $10,381 Shares 320,000 Est. Cost $45.69 Unrealized
CORESITE RLTY CORP 0.5%
Value ($000) $9,140 Shares 76,264 Est. Cost $112.45 Unrealized
COLUMBIA PPTY TR INC 0.5%
Value ($000) $9,016 Shares 527,277 Est. Cost $12.90 Unrealized
PARAMOUNT GROUP INC 0.5%
Value ($000) $8,578 Shares 846,839 Est. Cost $13.26 Unrealized
VNO VORNADO RLTY TR 0.5%
Value ($000) $8,553 Shares 188,444 Est. Cost $67.33 Unrealized
HEALTHCARE TR AMER INC 0.5%
Value ($000) $8,551 Shares 310,048 Est. Cost $29.97 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.5%
Value ($000) $8,437 Shares 51,350 Est. Cost $104.34 Unrealized +30.0%
AMERICAN CAMPUS CMNTYS INC 0.5%
Value ($000) $8,435 Shares 195,389 Est. Cost $34.12 Unrealized
EQR EQUITY RESIDENTIAL 0.5%
Value ($000) $8,406 Shares 117,347 Est. Cost $54.61 Unrealized +0.3%
HEALTHCARE RLTY TR 0.5%
Value ($000) $8,317 Shares 274,295 Est. Cost $33.24 Unrealized
ESS ESSEX PPTY TR INC 0.5%
Value ($000) $8,094 Shares 29,774 Est. Cost $192.15 Unrealized +13.2%
SL GREEN RLTY CORP 0.5%
Value ($000) $8,059 Shares 115,143 Est. Cost $69.99 Unrealized
BXP BOSTON PROPERTIES INC 0.5%
Value ($000) $8,017 Shares 79,170 Est. Cost $89.83 Unrealized -15.8%
TRNO TERRENO RLTY CORP 0.5%
Value ($000) $7,983 Shares 138,191 Est. Cost $35.67 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $7,918 Shares 69,594 Est. Cost $106.50 Unrealized -24.9%
ESRT EMPIRE ST RLTY TR INC 0.4%
Value ($000) $7,864 Shares 706,566 Est. Cost $13.49 Unrealized
DEI DOUGLAS EMMETT INC 0.4%
Value ($000) $7,470 Shares 237,887 Est. Cost $36.88 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $678 Shares 29,700 Est. Cost $15.71 Unrealized
BROOKFIELD PPTY REIT INC 0.0%
Value ($000) $218 Shares 12,146 Est. Cost $14.02 Unrealized