Heitman Real Estate Securities LLC Diversified Active

CIK: 0001080117 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $2,233,513 (100.0% shares, 0.0% debt)

Holdings (46)

PSA PUBLIC STORAGE 6.9%
Value ($000) $154,702 Shares 413,022 Est. Cost $205.37 Unrealized +34.2%
DLR DIGITAL RLTY TR INC 6.7%
Value ($000) $149,546 Shares 845,514 Est. Cost $138.11 Unrealized 0.0%
PLD PROLOGIS INC. 6.6%
Value ($000) $147,170 Shares 874,139 Est. Cost $49.95 Unrealized +164.2%
DUKE REALTY CORP 6.0%
Value ($000) $134,659 Shares 2,051,479 Est. Cost $34.75 Unrealized
SUI SUN CMNTYS INC 5.8%
Value ($000) $130,513 Shares 621,577 Est. Cost $173.63 Unrealized
REXR REXFORD INDL RLTY INC 5.3%
Value ($000) $118,622 Shares 1,462,482 Est. Cost $64.54 Unrealized
KIM KIMCO RLTY CORP 5.0%
Value ($000) $111,133 Shares 4,508,430 Est. Cost $17.65 Unrealized +8.5%
WELL WELLTOWER INC 4.9%
Value ($000) $109,745 Shares 1,279,523 Est. Cost $62.86 Unrealized +19.4%
EQIX EQUINIX INC 4.4%
Value ($000) $97,232 Shares 114,953 Est. Cost $583.12 Unrealized +26.6%
VTR VENTAS INC 3.5%
Value ($000) $78,658 Shares 1,538,693 Est. Cost $48.46 Unrealized -6.9%
O REALTY INCOME CORP 3.4%
Value ($000) $75,658 Shares 1,056,826 Est. Cost $48.78 Unrealized +13.5%
UDR UDR INC 3.4%
Value ($000) $75,442 Shares 1,257,569 Est. Cost $45.26 Unrealized +6.1%
DRH DIAMONDROCK HOSPITALITY CO 2.7%
Value ($000) $59,641 Shares 6,206,169 Est. Cost $9.61 Unrealized
LIFE STORAGE INC 2.7%
Value ($000) $59,470 Shares 388,235 Est. Cost $120.80 Unrealized
KRC KILROY RLTY CORP 2.6%
Value ($000) $58,753 Shares 884,029 Est. Cost $69.35 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 2.4%
Value ($000) $53,179 Shares 2,893,302 Est. Cost $16.59 Unrealized
INVH INVITATION HOMES INC 2.4%
Value ($000) $53,058 Shares 1,170,228 Est. Cost $20.66 Unrealized +74.5%
CPT CAMDEN PPTY TR 2.3%
Value ($000) $50,732 Shares 283,924 Est. Cost $93.09 Unrealized +52.9%
SBAC SBA COMMUNICATIONS CORP NEW 2.2%
Value ($000) $49,227 Shares 126,540 Est. Cost $329.62 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 2.2%
Value ($000) $48,213 Shares 301,765 Est. Cost $119.11 Unrealized +1.8%
PEB PEBBLEBROOK HOTEL TR 2.1%
Value ($000) $45,864 Shares 2,050,246 Est. Cost $21.27 Unrealized
TRICON RESIDENTIAL INC 1.9%
Value ($000) $41,568 Shares 2,720,446 Est. Cost $15.28 Unrealized
NTST NETSTREIT CORP 1.7%
Value ($000) $38,740 Shares 1,691,691 Est. Cost $23.14 Unrealized
DOC HEALTHPEAK PROPERTIES INC 1.7%
Value ($000) $38,146 Shares 1,056,957 Est. Cost $24.41 Unrealized +12.2%
PHYSICIANS RLTY TR 1.7%
Value ($000) $37,215 Shares 1,976,379 Est. Cost $18.61 Unrealized
CSR CENTERSPACE 1.3%
Value ($000) $28,886 Shares 260,469 Est. Cost $79.65 Unrealized
FR FIRST INDL RLTY TR INC 1.2%
Value ($000) $27,722 Shares 418,764 Est. Cost $40.77 Unrealized
PSTL POSTAL REALTY TRUST INC 1.2%
Value ($000) $27,378 Shares 1,382,739 Est. Cost $18.15 Unrealized
CTRE CARETRUST REIT INC 1.0%
Value ($000) $22,123 Shares 969,044 Est. Cost $22.83 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.9%
Value ($000) $19,752 Shares 764,694 Est. Cost $25.83 Unrealized
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $16,460 Shares 56,274 Est. Cost $248.67 Unrealized -3.7%
EPR EPR PPTYS 0.7%
Value ($000) $14,819 Shares 312,040 Est. Cost $47.18 Unrealized
BXP BOSTON PROPERTIES INC 0.2%
Value ($000) $4,783 Shares 41,529 Est. Cost $89.83 Unrealized +2.1%
HUDSON PAC PPTYS INC 0.2%
Value ($000) $4,569 Shares 184,892 Est. Cost $28.38 Unrealized
TRNO TERRENO RLTY CORP 0.2%
Value ($000) $4,456 Shares 52,241 Est. Cost $35.67 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.2%
Value ($000) $4,427 Shares 377,386 Est. Cost $11.65 Unrealized
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $4,324 Shares 47,778 Est. Cost $54.61 Unrealized +33.4%
HEALTHCARE TR AMER INC 0.2%
Value ($000) $4,266 Shares 127,764 Est. Cost $29.97 Unrealized
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $4,246 Shares 12,056 Est. Cost $192.15 Unrealized +51.7%
VNO VORNADO RLTY TR 0.2%
Value ($000) $4,233 Shares 101,133 Est. Cost $66.78 Unrealized
PARAMOUNT GROUP INC 0.2%
Value ($000) $4,194 Shares 502,828 Est. Cost $12.98 Unrealized
DEI DOUGLAS EMMETT INC 0.2%
Value ($000) $4,182 Shares 124,843 Est. Cost $36.75 Unrealized
ESRT EMPIRE ST RLTY TR INC 0.2%
Value ($000) $4,181 Shares 469,830 Est. Cost $13.08 Unrealized
HEALTHCARE RLTY TR 0.2%
Value ($000) $4,091 Shares 129,307 Est. Cost $33.24 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $3,807 Shares 18,237 Est. Cost $150.02 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $3,728 Shares 90,530 Est. Cost $31.98 Unrealized 0.0%