account_balance
Investment manager · 13F filer · SEC CIK 1080117
Heitman Real Estate Securities LLC
Reported value$1.56Bas of Jun 30, 2026
Positions57 6 new, 6 sold out
Top 10 weight53.8%WELL alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc
13.3%Added +12%
PLDPrologis Inc.
8.3%Trimmed −2%
EQIXEquinix Inc
6.5%Trimmed −30%
DLRDigital Rlty Tr Inc
5.7%Added +74%
SPGSimon Ppty Group Inc New
4.1%Trimmed −14%
ESSEssex Ppty Tr Inc
4.0%Added +54%
VMRKEquity Residential
3.2%Trimmed −18%
EXRExtra Space Storage Inc
3.1%Added +4%
IRMIron MTN Inc
2.9%Added +38%
ADCAgree Rlty Corp
2.8%Added +260%
AMHAmerican Homes 4 Rent
2.6%New
JANJanus Living Inc
2.5%Added +117%
WELLWelltower Inc
13.3%Added +12%
PLDPrologis Inc.
8.3%Trimmed −2%
EQIX6.5%DLR5.7%SPG4.1%ESS4.0%VMRK3.2%EXR3.1%IRM2.9%ADC2.8%AMH2.6%JAN2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc 13.3% Added +12%PLD Prologis Inc. 8.3% Trimmed −2%EQIX Equinix Inc 6.5% Trimmed −30%DLR Digital Rlty Tr Inc 5.7% Added +74%SPG Simon Ppty Group Inc New 4.1% Trimmed −14%ESS Essex Ppty Tr Inc 4.0% Added +54%VMRK Equity Residential 3.2% Trimmed −18%EXR Extra Space Storage Inc 3.1% Added +4%IRM Iron MTN Inc 2.9% Added +38%ADC Agree Rlty Corp 2.8% Added +260%AMH American Homes 4 Rent 2.6% NewJAN Janus Living Inc 2.5% Added +117%
What changed