Fund HoldingsHEITMAN REAL ESTATE SECURITIES LLC

Total Portfolio Value
$1.66B
Total Bought
$361.77M
Total Sold
$469.98M
Net Transaction
-$108.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EQUITY RESIDENTIAL(EQR)17,7901,382,132+1,364,3421,17481,1454.88%+79,971
IRON MTN INC DEL(IRM)0868,819+868,819051,6513.11%+51,651
EQUITY LIFESTYLE PPTYS INC(ELS)0734,031+734,031046,7652.81%+46,765
REXFORD INDL RLTY INC(REXR)21,542937,119+915,5771,12546,2472.78%+45,122
STAG INDL INC(STAG)28,8701,296,080+1,267,2101,03644,7282.69%+43,692
ESSENTIAL PPTYS RLTY TR INC0991,303+991,303021,4421.29%+21,442
HIGHWOODS PPTYS INC(HIW)551,1091,497,722+946,61313,17730,8681.86%+17,691
KITE RLTY GROUP TR(KRG)1,526,1242,291,003+764,87934,09449,0732.95%+14,980
CARETRUST REIT INC(CTRE)0584,034+584,034011,9730.72%+11,973
PARK HOTELS & RESORTS INC(PK)1,297,5021,657,914+360,41216,63420,4261.23%+3,792
SBA COMMUNICATIONS CORP NEW(SBAC)16,12722,608+6,4813,7384,5250.27%+788
HUDSON PAC PPTYS INC240,864178,270-62,5941,0161,1850.07%+169
SUNSTONE HOTEL INVS INC NEW(SHO)117,232134,539+17,3071,1861,2580.08%+72
ACADIA RLTY TR81,93281,93201,1791,1760.07%-3
DOUGLAS EMMETT INC(DEI)92,66990,427-2,2421,1651,1540.07%-11
PEBBLEBROOK HOTEL TR(PEB)85,82485,82401,1961,1660.07%-30
HEALTHCARE RLTY TR(HR)60,60370,708+10,1051,1431,0800.06%-63
FEDERAL RLTY INVT TR NEW(FRT)12,56312,56301,2161,1390.07%-77
HEALTHPEAK PROPERTIES INC(DOC)59,53159,53101,1971,0930.07%-104
PARAMOUNT GROUP INC270,117235,509-34,6081,1971,0880.07%-109
EPR PPTYS(EPR)28,51526,465-2,0508096780.04%-131
EMPIRE ST RLTY TR INC(ESRT)169,340138,205-31,1351,2681,1110.07%-157
SL GREEN RLTY CORP(SLG)45,45131,601-13,8501,3661,1790.07%-187
VORNADO RLTY TR(VNO)76,16750,796-25,3711,3821,1520.07%-230
WEYERHAEUSER CO MTN BE(WY)106,095105,251-8443,5553,2270.19%-328
VICI PPTYS INC(VICI)239,947238,196-1,7517,5426,9320.42%-610
CENTERSPACE(CSR)423,634420,716-2,91825,99425,3521.53%-642
CTO RLTY GROWTH INC NEW(CTO)857,722866,673+8,95114,70114,0490.85%-653
POSTAL REALTY TRUST INC107,6090-107,6091,5830-1,583
BOSTON PROPERTIES INC(BXP)546,598490,324-56,27431,47929,1641.76%-2,314
AMERICAN TOWER CORP NEW(AMT)139,319145,954+6,63527,02024,0021.44%-3,017
CAMDEN PPTY TR(CPT)259,325256,879-2,44628,23324,2961.46%-3,937
ALEXANDRIA REAL ESTATE EQ IN125,39397,376-28,01714,2319,7470.59%-4,484
GAMING & LEISURE PPTYS INC(GLPI)1,446,2441,437,812-8,43270,08565,4923.94%-4,593
INVITATION HOMES INC(INVH)1,856,4761,840,422-16,05463,86358,3233.51%-5,540
NETSTREIT CORP(NTST)2,286,9892,267,470-19,51940,86835,3272.13%-5,541
PHYSICIANS RLTY TR1,304,8311,020,824-284,00718,25512,4440.75%-5,811
AGREE RLTY CORP751,157767,262+16,10549,11842,3842.55%-6,735
WELLTOWER INC(WELL)1,362,0361,258,525-103,511110,175103,0986.20%-7,077
REALTY INCOME CORP(O)808,875799,299-9,57648,36339,9172.40%-8,446
EASTGROUP PPTYS INC(EGP)124,94577,168-47,77721,69012,8510.77%-8,840
CROWN CASTLE INC(CCI)80,7980-80,7989,2060-9,206
RYMAN HOSPITALITY PPTYS INC(RHP)479,621419,030-60,59144,56634,8972.10%-9,670
VENTAS INC(VTR)1,410,2031,300,672-109,53166,66054,7973.30%-11,863
DIGITAL RLTY TR INC(DLR)1,002,134844,121-158,013114,113102,1566.15%-11,957
SIMON PPTY GROUP INC NEW(SPG)286,915190,426-96,48933,13320,5721.24%-12,561
MEDICAL PPTYS TRUST INC(MPT)3,455,8813,428,760-27,12132,00118,6871.12%-13,315
EXTRA SPACE STORAGE INC(EXR)612,284639,734+27,45091,13877,7794.68%-13,360
TERRENO RLTY CORP(TRNO)248,96219,758-229,20414,9631,1220.07%-13,840
EPR PPTYS(EPR)335,5230-335,52315,7020-15,702
URBAN EDGE PPTYS(UE)2,005,194936,862-1,068,33230,94014,2970.86%-16,644
KIMCO RLTY CORP(KIM)4,394,1693,870,882-523,28786,65368,0894.10%-18,564
ESSEX PPTY TR INC(ESS)279,825194,103-85,72265,56341,1672.48%-24,396
EQUINIX INC(EQIX)146,371122,671-23,700114,74689,0915.36%-25,655
PUBLIC STORAGE(PSA)219,096124,230-94,86663,95032,7371.97%-31,213
SUN CMNTYS INC(SUI)441,5840-441,58457,6090-57,609
AVALONBAY CMNTYS INC431,97686,181-345,79581,76014,8010.89%-66,959
PROLOGIS INC.(PLD)1,888,7371,439,513-449,224231,616161,5289.72%-70,088
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