HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 PROLOGIS INC. |
1,448,041 | +8,528 | $193,024 |
| PLD | 1,448,041 | +8,528 | $193,024 |
| EQUINIX INC |
185,660 | +62,989 | $149,529 |
| EQIX | 185,660 | +62,989 | $149,529 |
| WELLTOWER INC |
1,075,904 | -182,621 | $97,014 |
| WELL | 1,075,904 | -182,621 | $97,014 |
| EXTRA SPACE STORAGE INC |
533,991 | -105,743 | $85,615 |
| EXR | 533,991 | -105,743 | $85,615 |
| KIMCO RLTY CORP |
3,958,204 | +87,322 | $84,349 |
| KIM | 3,958,204 | +87,322 | $84,349 |
| INVITATION HOMES INC |
2,318,954 | +478,532 | $79,100 |
| INVH | 2,318,954 | +478,532 | $79,100 |
| GAMING & LEISURE PPTYS INC |
1,378,566 | -59,246 | $68,032 |
| GLPI | 1,378,566 | -59,246 | $68,032 |
| RYMAN HOSPITALITY PPTYS INC |
611,992 | +192,962 | $67,356 |
| RHP | 611,992 | +192,962 | $67,356 |
| AVALONBAY CMNTYS INC |
351,104 | +264,923 | $65,734 |
| AVB | 351,104 | +264,923 | $65,734 |
| REXFORD INDL RLTY INC |
1,164,070 | +226,951 | $65,304 |
| REXR | 1,164,070 | +226,951 | $65,304 |
| UDR INC |
1,591,847 | +1,591,847 | $60,952 |
| UDR | 1,591,847 | +1,591,847 | $60,952 |
| DIGITAL RLTY TR INC |
386,453 | -457,668 | $52,009 |
| DLR | 386,453 | -457,668 | $52,009 |
| AGREE RLTY CORP |
823,954 | +56,692 | $51,868 |
| ADC | 823,954 | +56,692 | $51,868 |
| AMERICAN TOWER CORP NEW |
229,385 | +83,431 | $49,520 |
| AMT | 229,385 | +83,431 | $49,520 |
| HEALTHPEAK PROPERTIES INC |
2,496,035 | +2,436,504 | $49,421 |
| PEAK | 2,496,035 | +2,436,504 | $49,421 |
| KITE RLTY GROUP TR |
2,125,597 | -165,406 | $48,591 |
| KRG | 2,125,597 | -165,406 | $48,591 |
| BOSTON PROPERTIES INC |
686,764 | +196,440 | $48,190 |
| BXP | 686,764 | +196,440 | $48,190 |
| VENTAS INC |
922,111 | -378,561 | $45,958 |
| VTR | 922,111 | -378,561 | $45,958 |
| IRON MTN INC DEL |
642,471 | -226,348 | $44,960 |
| IRM | 642,471 | -226,348 | $44,960 |
| NETSTREIT CORP |
2,370,476 | +103,006 | $42,313 |
| NTST | 2,370,476 | +103,006 | $42,313 |
| PUBLIC STORAGE |
138,687 | +14,457 | $42,300 |
| PSA | 138,687 | +14,457 | $42,300 |
| STAG INDL INC |
826,540 | -469,540 | $32,450 |
| STAG | 826,540 | -469,540 | $32,450 |
| REALTY INCOME CORP |
563,185 | -236,114 | $32,338 |
| O | 563,185 | -236,114 | $32,338 |
| COUSINS PPTYS INC |
1,318,469 | +1,318,469 | $32,105 |
| CUZ | 1,318,469 | +1,318,469 | $32,105 |
| ESSENTIAL PPTYS RLTY TR INC |
1,048,293 | +56,990 | $26,794 |
| EPRT | 1,048,293 | +56,990 | $26,794 |
| SBA COMMUNICATIONS CORP NEW |
102,953 | +80,345 | $26,118 |
| SBAC | 102,953 | +80,345 | $26,118 |
| CAMDEN PPTY TR |
260,116 | +3,237 | $25,827 |
| CPT | 260,116 | +3,237 | $25,827 |
| TRICON RESIDENTIAL INC |
2,537,968 | +2,537,968 | $23,096 |
| TCN | 2,537,968 | +2,537,968 | $23,096 |
| FEDERAL RLTY INVT TR NEW |
207,700 | +195,137 | $21,403 |
| FRT | 207,700 | +195,137 | $21,403 |
| SIMON PPTY GROUP INC NEW |
136,162 | -54,264 | $19,422 |
| SPG | 136,162 | -54,264 | $19,422 |
| SUN CMNTYS INC |
133,004 | +133,004 | $17,776 |
| SUI | 133,004 | +133,004 | $17,776 |
| CARETRUST REIT INC |
775,490 | +191,456 | $17,355 |
| CTRE | 775,490 | +191,456 | $17,355 |
| ALEXANDRIA REAL ESTATE EQ IN |
133,546 | +36,170 | $16,930 |
| ARE | 133,546 | +36,170 | $16,930 |
| CTO RLTY GROWTH INC NEW |
941,612 | +74,939 | $16,318 |
| CTO | 941,612 | +74,939 | $16,318 |
| EQUITY RESIDENTIAL |
191,761 | -1,190,371 | $11,728 |
| EQR | 191,761 | -1,190,371 | $11,728 |
| MEDICAL PPTYS TRUST INC |
1,556,156 | -1,872,604 | $7,641 |
| MPW | 1,556,156 | -1,872,604 | $7,641 |
| VICI PPTYS INC |
227,828 | -10,368 | $7,263 |
| VICI | 227,828 | -10,368 | $7,263 |
| SAFEHOLD INC |
213,875 | +213,875 | $5,005 |
| SAFE | 213,875 | +213,875 | $5,005 |
| WEYERHAEUSER CO MTN BE |
105,711 | +460 | $3,676 |
| WY | 105,711 | +460 | $3,676 |
| AMERICAN HOMES 4 RENT |
87,601 | +87,601 | $3,150 |
| AMH | 87,601 | +87,601 | $3,150 |
| HUDSON PAC PPTYS INC |
197,631 | +19,361 | $1,840 |
| HPP | 197,631 | +19,361 | $1,840 |
| PEBBLEBROOK HOTEL TR |
92,110 | +6,286 | $1,472 |
| PEB | 92,110 | +6,286 | $1,472 |
| VORNADO RLTY TR |
49,722 | -1,074 | $1,405 |
| VNO | 49,722 | -1,074 | $1,405 |
| DOUGLAS EMMETT INC |
95,480 | +5,053 | $1,384 |
| DEI | 95,480 | +5,053 | $1,384 |
| ESSEX PPTY TR INC |
5,530 | -188,573 | $1,371 |
| ESS | 5,530 | -188,573 | $1,371 |
| HEALTHCARE RLTY TR |
76,928 | +6,220 | $1,325 |
| HR | 76,928 | +6,220 | $1,325 |
| ACADIA RLTY TR |
77,951 | -3,981 | $1,324 |
| AKR | 77,951 | -3,981 | $1,324 |
| TERRENO RLTY CORP |
20,585 | +827 | $1,290 |
| TRNO | 20,585 | +827 | $1,290 |
| PARAMOUNT GROUP INC |
246,884 | +11,375 | $1,276 |
| PGRE | 246,884 | +11,375 | $1,276 |
| SUNSTONE HOTEL INVS INC NEW |
118,639 | -15,900 | $1,273 |
| SHO | 118,639 | -15,900 | $1,273 |
See Full List: All Stocks Held By Heitman Real Estate Securities LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Heitman Real Estate Securities LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,854,090 At 09/30/2023: $1,661,627 Combined Holding Report Includes:
Heitman Real Estate Securities LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Heitman Real Estate Securities LLC 13F filings. Link to 13F filings: SEC filings |
