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CIK: 0001080117
Total reported value
$1.6B
$1.6B
57 檔
34.9%
During the Q3 2025 filing period, Heitman Real Estate Securities LLC (CIK: 0001080117) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 57 reported positions.
Heitman Real Estate Securities LLC executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 11 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 11.91% | +1.75% | -3.14% | |
| 2 | PLD | Prologis Inc | Stock-Real Estate | 10.34% | -1.00% | +22.93% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 7.52% | -3.25% | +1.53% | |
| 4 | SPG | Simon Property Group Inc | Stock-Real Estate | 3.95% | -0.36% | -21.49% | |
| 5 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 3.40% | +2.00% | -17.85% | |
| 6 | IRM | Iron Mountain Inc | Stock-Real Estate | 3.30% | +0.99% | +2.34% | |
| 7 | ESS | Essex Property Trust Inc | Stock-Real Estate | 3.01% | +1.58% | -12.75% | |
| 8 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.92% | -0.91% | +12047.99% | |
| 9 | O | Realty Income CORP | Stock-Real Estate | 2.84% | -3.52% | +16.02% | |
| 10 | EXR | Extra Space Storage Inc | Stock-Real Estate | 2.69% | +0.08% | -32.77% | |
| 11 | PSA | Public Storage | Stock-Real Estate | 2.68% | +0.10% | +11.40% | |
| 12 | AKR | Acadia Realty Trust | Stock-Other | 2.46% | +0.37% | +51.78% | |
| 13 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 2.42% | -0.80% | +60.76% | |
| 14 | INVH | Invitation Homes Inc | Stock-Real Estate | 2.37% | -1.33% | EXIT | |
| 15 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 2.24% | -0.05% | — | |
| 16 | FR | First Industrial Realty Tr | Stock-Real Estate | 2.23% | -0.16% | +10.21% | |
| 17 | KRG | Kite Realty Group Trust | Stock-Real Estate | 2.15% | — | — | |
| 18 | SUI | Sun Communities Inc | Stock-Real Estate | 2.13% | -0.32% | — | |
| 19 | OHI | Omega Healthcare Investors | Stock-Real Estate | 2.00% | -1.36% | — | |
| 20 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.97% | +0.65% | NEW | |
| 21 | CUZ | Cousins Properties Inc | Stock-Real Estate | 1.96% | -0.04% | +3.38% | |
| 22 | REG | Regency Centers CORP | Stock-Real Estate | 1.93% | — | -22.68% | |
| 23 | CUBE | Cubesmart | Stock-Real Estate | 1.74% | -0.01% | +76.59% | |
| 24 | SLG | Sl Green Realty CORP | Stock-Real Estate | 1.65% | -0.80% | EXIT | |
| 25 | NTST | Netstreit CORP | Stock-Other | 1.60% | -0.72% | — | |
| 26 | EQR | Equity Residential | Stock-Real Estate | 1.56% | -0.58% | -54.69% | |
| 27 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 1.41% | +1.20% | NEW | |
| 28 | VICI | Vici Properties Inc | Stock-Real Estate | 1.41% | -0.16% | -50.61% | |
| 29 | VTR | Ventas Inc | Stock-Real Estate | 1.33% | -2.15% | +0.38% | |
| 30 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.32% | -0.78% | +4697.76% | |
| 31 | CCI | Crown Castle Inc | Stock-Real Estate | 1.16% | -0.07% | +91.91% | |
| 32 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.07% | +0.45% | -21.30% | |
| 33 | PK | Park Hotels & Resorts Inc | Stock-Real Estate | 1.02% | — | — | |
| 34 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.96% | -0.45% | EXIT | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.88% | — | +30.20% | |
| 36 | CTO | Cto Realty Growth Inc | Stock-Other | 0.88% | -0.01% | +0.98% | |
| 37 | LTC | Ltc Properties Inc | Stock-Other | 0.87% | — | +0.08% | |
| 38 | ADC | Agree Realty CORP | Stock-Real Estate | 0.37% | +1.94% | -78.95% | |
| 39 | WPC | Wp Carey Inc | Stock-Real Estate | 0.37% | +0.78% | +24.20% | |
| 40 | CURB | Curbline Properties CORP | Stock-Other | 0.34% | +1.13% | — | |
| 41 | AD | Array Digital Infrastructure | Stock-Other | 0.33% | — | +71.24% | |
| 42 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.30% | — | -88.24% | |
| 43 | MPT | Medical Properties Trust Inc | Stock-Real Estate | 0.28% | — | +2.21% | |
| 44 | PCH | Potlatchdeltic CORP | Stock-Other | 0.27% | — | — | |
| 45 | FCPT | Four Corners Property Trust | Stock-Real Estate | 0.12% | — | — | |
| 46 | EPR 9 PERP EBond | Epr Properties | Bond | 0.04% | — | — | |
| 47 | VNO | Vornado Realty Trust | Stock-Real Estate | 0.03% | — | +11.10% | |
| 48 | BXP | Bxp Inc | Stock-Real Estate | 0.03% | +1.89% | +12.01% | |
| 49 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.03% | — | -7.53% | |
| 50 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AKR | Acadia Realty Trust | +2.4% | +51.78% | Add |
| 2 | ESS | Essex Property Trust Inc | +2.3% | -12.75% | Add |
| 3 | PLD | Prologis Inc | +2.1% | +22.93% | Add |
| 4 | EQIX | Equinix Inc | +2% | +1.53% | Add |
| 5 | EXR | Extra Space Storage Inc | +1.5% | -32.77% | Add |
| 6 | EQR | Equity Residential | +1.5% | -54.69% | Add |
| 7 | WELL | Welltower Inc | +1.2% | -3.14% | Trim |
| 8 | DOC | Healthpeak Properties Inc | +1% | +4697.76% | Add |
| 9 | CCI | Crown Castle Inc | +0.9% | +91.91% | Add |
| 10 | CUBE | Cubesmart | +0.9% | +76.59% | Add |
| 11 | O | Realty Income CORP | +0.4% | +16.02% | Add |
| 12 | CUZ | Cousins Properties Inc | +0.3% | +3.38% | Add |
| 13 | IRM | Iron Mountain Inc | +0.3% | +2.34% | Trim |
| 14 | WPC | Wp Carey Inc | +0.3% | +24.20% | Add |
| 15 | BNL | Broadstone Net Lease Inc | +0.1% | +91.46% | Trim |
| 16 | VNO | Vornado Realty Trust | 0% | +11.10% | Add |
| 17 | PEB | Pebblebrook Hotel Trust | 0% | -8.70% | Add |
| 18 | REXR | Rexford Industrial Realty In | 0% | — | Add |
| 19 | BXP | Bxp Inc | 0% | +12.01% | Add |
| 20 | HR | Healthcare Realty Trust Inc | 0% | -7.53% | Add |
| 21 | FRT | Federal Realty Invs Trust | 0% | -93.03% | Add |
| 22 | TRNO | Terreno Realty CORP | 0% | +8.36% | Add |
| 23 | DEI | Douglas Emmett Inc | 0% | — | Add |
| 24 | SHO | Sunstone Hotel Investors Inc | 0% | — | Add |
| 25 | EPR 9 PERP EBond | Epr Properties | 0% | — | Unchanged |
| 26 | VTR | Ventas Inc | — | +0.38% | Trim |
| 27 | SUI | Sun Communities Inc | -0.1% | — | Trim |
| 28 | MPT | Medical Properties Trust Inc | -0.2% | +2.21% | Trim |
| 29 | CTO | Cto Realty Growth Inc | -0.2% | +0.98% | Trim |
| 30 | LTC | Ltc Properties Inc | -0.3% | +0.08% | Trim |
| 31 | AMT | American Tower CORP | -0.4% | +30.20% | Trim |
| 32 | SLG | Sl Green Realty CORP | -0.5% | -10.82% | Trim |
| 33 | ESRT | Empire State Realty Trust-a | -0.6% | -96.10% | Trim |
| 34 | REG | Regency Centers CORP | -0.8% | -22.68% | Trim |
| 35 | VICI | Vici Properties Inc | -0.8% | -50.61% | Trim |
| 36 | SPG | Simon Property Group Inc | -1.2% | -21.49% | Trim |
| 37 | ARE | Alexandria Real Estate Equit | -1.3% | -21.30% | Trim |
| 38 | INVH | Invitation Homes Inc | -1.3% | — | Trim |
| 39 | AVB | Avalonbay Communities Inc | -1.5% | +12047.99% | Trim |
| 40 | DLR | Digital Realty Trust Inc | -1.8% | -17.85% | Trim |
| 41 | ADC | Agree Realty CORP | -2.1% | -78.95% | Trim |
| 42 | EGP | Eastgroup Properties Inc | -2.3% | -88.24% | Trim |
| 43 | PSA | Public Storage | -2.9% | +11.40% | Trim |
| 44 | CPT | Camden Property Trust | — | EXIT | Sold out |
| 45 | UDR | Udr Inc | — | EXIT | Sold out |
| 46 | STAG | Stag Industrial Inc | — | EXIT | Sold out |
| 47 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 48 | GLPI | Gaming And Leisure Propertie | — | NEW | New buy |
| 49 | FR | First Industrial Realty Tr | — | NEW | New buy |
| 50 | KRG | Kite Realty Group Trust | — | NEW | New buy |
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 57 disclosed positions in Q3 2025.
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 WELL, PLD, EQIX) accounted for 34.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
MAA
市值: $35.4M
Top Position Liquidated / Trimmed
CPT
前期市值: $57.4M
During Q3 2025, Heitman Real Estate Securities LLC's top holdings by market value included WELL (11.9%)、PLD (10.3%)、EQIX (7.5%). The largest single position, WELL, represented 11.9% of total portfolio value.
In Q3 2025, Heitman Real Estate Securities LLC made 67 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 11 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.
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