Fund HoldingsHEITMAN REAL ESTATE SECURITIES LLC

Total Portfolio Value
$1.76B
Total Bought
$613.11M
Total Sold
$710.64M
Net Transaction
-$97.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ESSEX PPTY TR INC(ESS)5,530259,044+253,5141,37163,4173.61%+62,045
SIMON PPTY GROUP INC NEW(SPG)136,162476,591+340,42919,42274,5824.25%+55,160
MID-AMER APT CMNTYS INC(MAA)0413,846+413,846054,4543.10%+54,454
EASTGROUP PPTYS INC(EGP)0291,376+291,376052,3812.98%+52,381
AMERICAN HOMES 4 RENT(AMH)87,6011,397,864+1,310,2633,15051,4132.93%+48,263
NNN REIT INC(NNN)0923,855+923,855039,4862.25%+39,486
LAMAR ADVERTISING CO NEW(LAMR)0293,258+293,258035,0181.99%+35,018
WELLTOWER INC(WELL)1,075,9041,400,405+324,50197,014130,8547.45%+33,840
SL GREEN RLTY CORP(SLG)0563,372+563,372031,0591.77%+31,059
IRON MTN INC DEL(IRM)642,471939,333+296,86244,96075,3444.29%+30,384
SUN CMNTYS INC(SUI)133,004356,521+223,51717,77645,8412.61%+28,065
VICI PPTYS INC(VICI)227,8281,041,352+813,5247,26331,0221.77%+23,759
INDEPENDENCE RLTY TR INC(IRT)01,364,199+1,364,199022,0051.25%+22,005
STAG INDL INC(STAG)826,5401,335,147+508,60732,45051,3232.92%+18,873
PARK HOTELS & RESORTS INC(PK)0943,588+943,588016,5030.94%+16,503
CROWN CASTLE INC(CCI)0150,090+150,090015,8840.90%+15,884
CENTERSPACE(CSR)0271,045+271,045015,4880.88%+15,488
COUSINS PPTYS INC(CUZ)1,318,4691,841,033+522,56432,10544,2582.52%+12,154
ESSENTIAL PPTYS RLTY TR INC1,048,2931,301,587+253,29426,79434,7001.98%+7,906
EXTRA SPACE STORAGE INC(EXR)533,991629,762+95,77185,61592,5755.27%+6,960
PUBLIC STORAGE(PSA)138,687153,481+14,79442,30044,5192.53%+2,219
HEALTHPEAK PROPERTIES INC(DOC)2,496,0352,684,368+188,33349,42150,3322.87%+910
WEYERHAEUSER CO MTN BE(WY)105,711108,341+2,6303,6763,8910.22%+215
TERRENO RLTY CORP(TRNO)20,58520,218-3671,2901,3420.08%+52
PARAMOUNT GROUP INC246,884278,318+31,4341,2761,3050.07%+29
VORNADO RLTY TR(VNO)49,72249,72201,4051,4310.08%+26
HEALTHCARE RLTY TR(HR)76,92890,327+13,3991,3251,2780.07%-47
EMPIRE ST RLTY TR INC(ESRT)131,239119,955-11,2841,2721,2150.07%-57
SUNSTONE HOTEL INVS INC NEW(SHO)118,639108,165-10,4741,2731,2050.07%-68
DOUGLAS EMMETT INC(DEI)95,48094,351-1,1291,3841,3090.07%-76
ACADIA RLTY TR77,95172,218-5,7331,3241,2280.07%-96
EPR PPTYS(EPR)24,35518,665-5,6906855050.03%-180
PEBBLEBROOK HOTEL TR(PEB)92,11076,895-15,2151,4721,1850.07%-287
HUDSON PAC PPTYS INC197,631194,157-3,4741,8401,2520.07%-588
EQUITY LIFESTYLE PPTYS INC(ELS)9,0630-9,0636390-639
CTO RLTY GROWTH INC NEW(CTO)941,612901,985-39,62716,31815,2890.87%-1,029
MEDICAL PPTYS TRUST INC(MPT)1,556,1561,327,487-228,6697,6416,2390.36%-1,402
ALEXANDRIA REAL ESTATE EQ IN133,546114,035-19,51116,93014,7000.84%-2,229
DIGITAL RLTY TR INC(DLR)386,453328,274-58,17952,00947,2852.69%-4,724
REALTY INCOME CORP(O)563,185509,727-53,45832,33827,5761.57%-4,762
AGREE RLTY CORP823,954822,363-1,59151,86846,9732.67%-4,895
SAFEHOLD INC(SAFE)213,8750-213,8755,0050-5,005
EQUITY RESIDENTIAL(EQR)191,76196,106-95,65511,7286,0650.35%-5,663
KITE RLTY GROUP TR(KRG)2,125,5971,953,837-171,76048,59142,3592.41%-6,232
SBA COMMUNICATIONS CORP NEW(SBAC)102,95357,748-45,20526,11812,5140.71%-13,604
RYMAN HOSPITALITY PPTYS INC(RHP)611,992437,798-174,19467,35650,6142.88%-16,742
CARETRUST REIT INC(CTRE)775,4900-775,49017,3550-17,355
FEDERAL RLTY INVT TR NEW(FRT)207,70012,343-195,35721,4031,2600.07%-20,143
PROLOGIS INC.(PLD)1,448,0411,306,924-141,117193,024170,1889.69%-22,836
TRICON RESIDENTIAL INC2,537,9680-2,537,96823,0960-23,096
CAMDEN PPTY TR(CPT)260,1160-260,11625,8270-25,827
KIMCO RLTY CORP(KIM)3,958,2042,883,150-1,075,05484,34956,5393.22%-27,811
VENTAS INC(VTR)922,111290,823-631,28845,95812,6620.72%-33,296
AVALONBAY CMNTYS INC351,104165,429-185,67565,73430,6971.75%-35,037
AMERICAN TOWER CORP NEW(AMT)229,38560,134-169,25149,52011,8820.68%-37,638
EQUINIX INC(EQIX)185,660135,384-50,276149,529111,7366.36%-37,792
NETSTREIT CORP(NTST)2,370,4760-2,370,47642,3130-42,313
BOSTON PROPERTIES INC(BXP)686,76418,477-668,28748,1901,2070.07%-46,983
UDR INC(UDR)1,591,8470-1,591,84760,9520-60,952
REXFORD INDL RLTY INC(REXR)1,164,07023,851-1,140,21965,3041,2000.07%-64,105
GAMING & LEISURE PPTYS INC(GLPI)1,378,5660-1,378,56668,0320-68,032
INVITATION HOMES INC(INVH)2,318,9540-2,318,95479,1000-79,100
Page 1 of 1