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CIK: 0001080117
Total reported value
$1.6B
$1.6B
54 檔
34.4%
According to the latest 13F quarterly dataset, Heitman Real Estate Securities LLC managed an equity portfolio of $1.6B at the end of Q4 2025, spanning 54 distinct U.S. exchange-listed positions.
In Q4 2025, Heitman Real Estate Securities LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 11.65% | +1.75% | -8.77% | |
| 2 | PLD | Prologis Inc | Stock-Real Estate | 9.20% | -1.00% | -22.55% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 7.29% | -3.25% | -3.74% | |
| 4 | VTR | Ventas Inc | Stock-Real Estate | 4.84% | -2.15% | +219.88% | |
| 5 | SPG | Simon Property Group Inc | Stock-Real Estate | 4.72% | -0.36% | +17.56% | |
| 6 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 3.72% | -0.80% | +50.42% | |
| 7 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 3.41% | — | — | |
| 8 | EQR | Equity Residential | Stock-Real Estate | 3.37% | -0.58% | +115.43% | |
| 9 | PSA | Public Storage | Stock-Real Estate | 3.12% | +0.10% | +25.55% | |
| 10 | O | Realty Income CORP | Stock-Real Estate | 2.94% | -3.52% | +8.30% | |
| 11 | AKR | Acadia Realty Trust | Stock-Other | 2.94% | +0.37% | +13.79% | |
| 12 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.86% | +0.99% | +3.41% | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.50% | +2.00% | -20.24% | |
| 14 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 2.43% | +1.20% | NEW | |
| 15 | ESS | Essex Property Trust Inc | Stock-Real Estate | 2.41% | +1.58% | -20.30% | |
| 16 | STAG | Stag Industrial Inc | Stock-Real Estate | 2.36% | -0.31% | — | |
| 17 | INVH | Invitation Homes Inc | Stock-Real Estate | 2.28% | -1.33% | EXIT | |
| 18 | CUBE | Cubesmart | Stock-Real Estate | 2.13% | -0.01% | +34.14% | |
| 19 | FR | First Industrial Realty Tr | Stock-Real Estate | 2.08% | -0.16% | -18.71% | |
| 20 | CUZ | Cousins Properties Inc | Stock-Real Estate | 2.05% | -0.04% | +13.66% | |
| 21 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 1.83% | -0.05% | -17.36% | |
| 22 | ADC | Agree Realty CORP | Stock-Real Estate | 1.79% | +1.94% | +362.14% | |
| 23 | NTST | Netstreit CORP | Stock-Other | 1.73% | -0.72% | +7.84% | |
| 24 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.58% | -0.78% | +38.15% | |
| 25 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.58% | +0.65% | NEW | |
| 26 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.46% | -1.36% | -32.77% | |
| 27 | EXR | Extra Space Storage Inc | Stock-Real Estate | 1.42% | +0.08% | -44.63% | |
| 28 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.21% | -0.34% | — | |
| 29 | SLG | Sl Green Realty CORP | Stock-Real Estate | 1.04% | -0.80% | EXIT | |
| 30 | OUT | Outfront Media Inc | Stock-Other | 0.99% | -0.23% | — | |
| 31 | CTO | Cto Realty Growth Inc | Stock-Other | 0.92% | -0.01% | -9.91% | |
| 32 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.85% | -0.91% | -70.01% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.83% | — | — | |
| 34 | HIW | Highwoods Properties Inc | Stock-Real Estate | 0.79% | -0.45% | EXIT | |
| 35 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.72% | +0.33% | — | |
| 36 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.70% | -0.06% | — | |
| 37 | SUI | Sun Communities Inc | Stock-Real Estate | 0.62% | -0.32% | -70.53% | |
| 38 | PK | Park Hotels & Resorts Inc | Stock-Real Estate | 0.49% | — | -50.52% | |
| 39 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.29% | -0.04% | — | |
| 40 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 0.23% | +0.45% | -63.90% | |
| 41 | WPC | Wp Carey Inc | Stock-Real Estate | 0.17% | +0.78% | -53.42% | |
| 42 | FCPT | Four Corners Property Trust | Stock-Real Estate | 0.12% | — | +0.27% | |
| 43 | EPR 9 PERP EBond | Epr Properties | Bond | 0.04% | — | — | |
| 44 | PEB | Pebblebrook Hotel Trust | Stock-Other | 0.03% | — | — | |
| 45 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.03% | — | — | |
| 46 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.03% | — | — | |
| 47 | VRSK | Verisk Analytics, Inc. | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 48 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.03% | -0.70% | -2.32% | |
| 49 | BXP | Bxp Inc | Stock-Real Estate | 0.03% | +1.89% | — | |
| 50 | ESRT | Empire State Realty Trust-a | Stock-Other | 0.03% | — | +18.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTR | Ventas Inc | +3.5% | +219.88% | Add |
| 2 | EQR | Equity Residential | +1.8% | +115.43% | Add |
| 3 | ADC | Agree Realty CORP | +1.4% | +362.14% | Add |
| 4 | MAA | Mid-america Apartment Comm | +1.3% | +50.42% | Add |
| 5 | RHP | Ryman Hospitality Properties | +1% | +58.06% | Add |
| 6 | SPG | Simon Property Group Inc | +0.8% | +17.56% | Add |
| 7 | AKR | Acadia Realty Trust | +0.5% | +13.79% | Add |
| 8 | PSA | Public Storage | +0.4% | +25.55% | Add |
| 9 | CUBE | Cubesmart | +0.4% | +34.14% | Add |
| 10 | DOC | Healthpeak Properties Inc | +0.3% | +38.15% | Add |
| 11 | NTST | Netstreit CORP | +0.1% | +7.84% | Add |
| 12 | O | Realty Income CORP | +0.1% | +8.30% | Add |
| 13 | CUZ | Cousins Properties Inc | +0.1% | +13.66% | Add |
| 14 | CTO | Cto Realty Growth Inc | 0% | -9.91% | Trim |
| 15 | FCPT | Four Corners Property Trust | — | +0.27% | Add |
| 16 | VNO | Vornado Realty Trust | — | — | Unchanged |
| 17 | BXP | Bxp Inc | — | — | Unchanged |
| 18 | EPR 9 PERP EBond | Epr Properties | — | — | Unchanged |
| 19 | HR | Healthcare Realty Trust Inc | — | — | Unchanged |
| 20 | DEI | Douglas Emmett Inc | — | +32.89% | Add |
| 21 | REXR | Rexford Industrial Realty In | — | — | Unchanged |
| 22 | TRNO | Terreno Realty CORP | — | -8.41% | Trim |
| 23 | SHO | Sunstone Hotel Investors Inc | — | — | Unchanged |
| 24 | FRT | Federal Realty Invs Trust | — | -2.32% | Trim |
| 25 | VRSK | Verisk Analytics, Inc. | — | — | Unchanged |
| 26 | ESRT | Empire State Realty Trust-a | — | +18.67% | Add |
| 27 | PEB | Pebblebrook Hotel Trust | — | — | Unchanged |
| 28 | AMT | American Tower CORP | -0.1% | — | Unchanged |
| 29 | INVH | Invitation Homes Inc | -0.1% | -1.09% | Trim |
| 30 | FR | First Industrial Realty Tr | -0.2% | -18.71% | Trim |
| 31 | HIW | Highwoods Properties Inc | -0.2% | -1.02% | Trim |
| 32 | WPC | Wp Carey Inc | -0.2% | -53.42% | Trim |
| 33 | EQIX | Equinix Inc | -0.2% | -3.74% | Trim |
| 34 | WELL | Welltower Inc | -0.3% | -8.77% | Trim |
| 35 | BNL | Broadstone Net Lease Inc | -0.4% | -20.04% | Trim |
| 36 | GLPI | Gaming And Leisure Propertie | -0.4% | -17.36% | Trim |
| 37 | IRM | Iron Mountain Inc | -0.4% | +3.41% | Add |
| 38 | PK | Park Hotels & Resorts Inc | -0.5% | -50.52% | Trim |
| 39 | OHI | Omega Healthcare Investors | -0.5% | -32.77% | Trim |
| 40 | ESS | Essex Property Trust Inc | -0.6% | -20.30% | Trim |
| 41 | SLG | Sl Green Realty CORP | -0.6% | -19.65% | Trim |
| 42 | ARE | Alexandria Real Estate Equit | -0.8% | -63.90% | Trim |
| 43 | DLR | Digital Realty Trust Inc | -0.9% | -20.24% | Trim |
| 44 | PLD | Prologis Inc | -1.1% | -22.55% | Trim |
| 45 | EXR | Extra Space Storage Inc | -1.3% | -44.63% | Trim |
| 46 | SUI | Sun Communities Inc | -1.5% | -70.53% | Trim |
| 47 | AVB | Avalonbay Communities Inc | -2.1% | -70.01% | Trim |
| 48 | BRX | Brixmor Property Group Inc | — | NEW | New buy |
| 49 | STAG | Stag Industrial Inc | — | NEW | New buy |
| 50 | KRG | Kite Realty Group Trust | — | EXIT | Sold out |
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 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 34.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRX
市值: $48.5M
Top Position Liquidated / Trimmed
KRG
前期市值: $31.5M
During Q4 2025, Heitman Real Estate Securities LLC's top holdings by market value included WELL (11.7%)、PLD (9.2%)、EQIX (7.3%). The largest single position, WELL, represented 11.7% of total portfolio value.
In Q4 2025, Heitman Real Estate Securities LLC made 55 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 21 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.
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