13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001080117
Total reported value
$1.6B
$1.6B
54 檔
32.8%
In Q4 2024, Heitman Real Estate Securities LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 54 disclosed stock positions.
In Q4 2024, Heitman Real Estate Securities LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQIX | Equinix Inc | Stock-Real Estate | 8.31% | -3.25% | -13.41% | |
| 2 | PLD | Prologis Inc | Stock-Real Estate | 7.15% | -1.00% | -11.81% | |
| 3 | EQR | Equity Residential | Stock-Real Estate | 6.31% | -0.58% | +227.71% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 5.92% | +2.00% | +25.76% | |
| 5 | WELL | Welltower Inc | Stock-Real Estate | 5.26% | +1.75% | +5.25% | |
| 6 | VTR | Ventas Inc | Stock-Real Estate | 4.22% | -2.15% | +13.31% | |
| 7 | SPG | Simon Property Group Inc | Stock-Real Estate | 4.20% | -0.36% | -16.22% | |
| 8 | CPT | Camden Property Trust | Stock-Real Estate | 3.89% | +0.36% | NEW | |
| 9 | REG | Regency Centers CORP | Stock-Real Estate | 3.36% | — | — | |
| 10 | ADC | Agree Realty CORP | Stock-Real Estate | 3.35% | +1.94% | -1.42% | |
| 11 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 3.34% | -0.34% | +20.10% | |
| 12 | EXR | Extra Space Storage Inc | Stock-Real Estate | 2.98% | +0.08% | -31.95% | |
| 13 | EPRT | Essential Properties Realty | Stock-Real Estate | 2.91% | — | +26.92% | |
| 14 | INVH | Invitation Homes Inc | Stock-Real Estate | 2.66% | -1.33% | EXIT | |
| 15 | STAG | Stag Industrial Inc | Stock-Real Estate | 2.65% | -0.31% | +14.63% | |
| 16 | PSA | Public Storage | Stock-Real Estate | 2.56% | +0.10% | +13.12% | |
| 17 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 2.47% | — | -6.93% | |
| 18 | FCPT | Four Corners Property Trust | Stock-Real Estate | 2.29% | — | +54.77% | |
| 19 | CUZ | Cousins Properties Inc | Stock-Real Estate | 2.21% | -0.04% | — | |
| 20 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.10% | +0.45% | +3321.82% | |
| 21 | VNO | Vornado Realty Trust | Stock-Real Estate | 2.07% | — | -23.19% | |
| 22 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 2.00% | — | +594.98% | |
| 23 | CUBE | Cubesmart | Stock-Real Estate | 1.84% | -0.01% | +63.51% | |
| 24 | UE | Urban Edge Properties | Stock-Other | 1.64% | -0.32% | EXIT | |
| 25 | RLJ | Rlj Lodging Trust | Stock-Other | 1.36% | — | — | |
| 26 | LTC | Ltc Properties Inc | Stock-Other | 1.18% | — | +2067.23% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.16% | — | -57.05% | |
| 28 | CTO | Cto Realty Growth Inc | Stock-Other | 1.12% | -0.01% | -10.48% | |
| 29 | O | Realty Income CORP | Stock-Real Estate | 1.11% | -3.52% | -17.66% | |
| 30 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.03% | +0.99% | -75.14% | |
| 31 | OUT | OUTFRONT Media Inc. | Stock-Other | 1.02% | — | — | |
| 32 | FVR | Frontview Reit Inc | Stock-Other | 0.95% | — | — | |
| 33 | ESRT | Empire State Realty Trust-a | Stock-Other | 0.88% | — | +1018.38% | |
| 34 | KRG | Kite Realty Group Trust | Stock-Real Estate | 0.82% | — | +7.42% | |
| 35 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.72% | — | -4.13% | |
| 36 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.59% | -0.78% | -85.06% | |
| 37 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.58% | +1.58% | -57.49% | |
| 38 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.48% | — | -7.99% | |
| 39 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.41% | -0.06% | -42.23% | |
| 40 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.36% | — | -21.70% | |
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.16% | -0.04% | -19.11% | |
| 42 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.10% | -0.91% | -95.78% | |
| 43 | EPR 9 PERP EBond | Epr Properties | Bond | 0.03% | — | — | |
| 44 | SHO | Sunstone Hotel Investors Inc | Stock-Other | 0.03% | — | -97.13% | |
| 45 | 6PM | Paramount Group Inc | Stock-Other | 0.02% | — | -69.73% | |
| 46 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.02% | — | -70.99% | |
| 47 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.02% | — | -69.74% | |
| 48 | TRNO | Terreno Realty CORP | Stock-Real Estate | 0.02% | — | -65.19% | |
| 49 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.02% | -0.70% | -71.65% | |
| 50 | DEI | Douglas Emmett Inc | Stock-Other | 0.02% | — | -75.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQR | Equity Residential | +4.6% | +227.71% | Add |
| 2 | REG | Regency Centers CORP | +3.4% | NEW | New buy |
| 3 | INVH | Invitation Homes Inc | +2.7% | NEW | New buy |
| 4 | DLR | Digital Realty Trust Inc | +2.3% | +25.76% | Add |
| 5 | CUZ | Cousins Properties Inc | +2.2% | NEW | New buy |
| 6 | ARE | Alexandria Real Estate Equit | +2% | +3321.82% | Add |
| 7 | HST | Host Hotels & Resorts Inc | +1.8% | +594.98% | Add |
| 8 | RLJ | Rlj Lodging Trust | +1.4% | NEW | New buy |
| 9 | LTC | Ltc Properties Inc | +1.1% | +2067.23% | Add |
| 10 | OUT | OUTFRONT Media Inc. | +1% | NEW | New buy |
| 11 | WELL | Welltower Inc | +1% | +5.25% | Add |
| 12 | FVR | Frontview Reit Inc | +1% | NEW | New buy |
| 13 | FCPT | Four Corners Property Trust | +0.9% | +54.77% | Add |
| 14 | CPT | Camden Property Trust | +0.9% | +15.96% | Add |
| 15 | ELS | Equity Lifestyle Properties | +0.8% | +20.10% | Add |
| 16 | ESRT | Empire State Realty Trust-a | +0.8% | +1018.38% | Add |
| 17 | EPRT | Essential Properties Realty | +0.8% | +26.92% | Add |
| 18 | VTR | Ventas Inc | +0.8% | +13.31% | Add |
| 19 | EQIX | Equinix Inc | +0.7% | -13.41% | Trim |
| 20 | CUBE | Cubesmart | +0.7% | +63.51% | Add |
| 21 | STAG | Stag Industrial Inc | +0.4% | +14.63% | Add |
| 22 | ADC | Agree Realty CORP | +0.3% | -1.42% | Trim |
| 23 | PSA | Public Storage | +0.2% | +13.12% | Add |
| 24 | KRG | Kite Realty Group Trust | +0.1% | +7.42% | Add |
| 25 | CTO | Cto Realty Growth Inc | +0.1% | -10.48% | Trim |
| 26 | KIM | Kimco Realty CORP | +0.1% | -4.13% | Trim |
| 27 | SPG | Simon Property Group Inc | 0% | -16.22% | Trim |
| 28 | AHR | American Healthcare Reit Inc | — | -21.70% | Trim |
| 29 | EPR 9 PERP EBond | Epr Properties | — | — | Unchanged |
| 30 | WY | Weyerhaeuser Co | 0% | -19.11% | Trim |
| 31 | PEB | Pebblebrook Hotel Trust | 0% | -70.99% | Trim |
| 32 | HPP | Hudson Pacific Properties, Inc. | 0% | -59.52% | Trim |
| 33 | TRNO | Terreno Realty CORP | 0% | -65.19% | Trim |
| 34 | DEI | Douglas Emmett Inc | -0.1% | -75.39% | Trim |
| 35 | AKR | Acadia Realty Trust | -0.1% | -74.25% | Trim |
| 36 | FRT | Federal Realty Invs Trust | -0.1% | -71.65% | Trim |
| 37 | REXR | Rexford Industrial Realty In | -0.1% | -65.17% | Trim |
| 38 | HR | Healthcare Realty Trust Inc | -0.1% | -69.74% | Trim |
| 39 | 6PM | Paramount Group Inc | -0.1% | -69.73% | Trim |
| 40 | VNO | Vornado Realty Trust | -0.1% | -23.19% | Trim |
| 41 | EGP | Eastgroup Properties Inc | -0.2% | -6.93% | Trim |
| 42 | MPT | Medical Properties Trust Inc | -0.2% | -7.99% | Trim |
| 43 | SAFE | Safehold Inc | -0.2% | EXIT | Sold out |
| 44 | O | Realty Income CORP | -0.3% | -17.66% | Trim |
| 45 | UE | Urban Edge Properties | -0.3% | -27.66% | Trim |
| 46 | SBAC | Sba Communications CORP | -0.3% | -42.23% | Trim |
| 47 | PCH | Potlatchdeltic CORP | -0.4% | EXIT | Sold out |
| 48 | SLG | Sl Green Realty CORP | -0.6% | EXIT | Sold out |
| 49 | ESS | Essex Property Trust Inc | -0.6% | -57.49% | Trim |
| 50 | SHO | Sunstone Hotel Investors Inc | -0.7% | -97.13% | Trim |
According to official SEC Form 13F filings, Heitman Real Estate Securities LLC reported a total U.S. public equity portfolio value of $1.6B across 54 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EQIX, PLD, EQR) accounted for 32.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
REG
市值: $52.1M
Top Position Liquidated / Trimmed
AMH
前期市值: $48.8M
During Q4 2024, Heitman Real Estate Securities LLC's top holdings by market value included EQIX (8.3%)、PLD (7.2%)、EQR (6.3%). The largest single position, EQIX, represented 8.3% of total portfolio value.
In Q4 2024, Heitman Real Estate Securities LLC made 63 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 31 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.