Heitman Real Estate Securities LLC Top Holdings and 13F Report (2021) About Heitman Real Estate Securities LLCInvestment ActivityHeitman Real Estate Securities LLC has $1.83 billion in total holdings as of September 30, 2021.Heitman Real Estate Securities LLC owns shares of 58 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 20.74% of the portfolio was purchased this quarter.About 19.42% of the portfolio was sold this quarter.This quarter, Heitman Real Estate Securities LLC has purchased 54 new stocks and bought additional shares in 20 stocks.Heitman Real Estate Securities LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings Prologis $150,465,019Equinix $140,345,842Extra Space Storage $81,913,293Welltower $78,885,428Simon Property Group $76,451,633 Largest New Holdings this Quarter CareTrust REIT $27,533,508 HoldingFour Corners Property Trust $24,863,233 HoldingGaming and Leisure Properties $23,167,781 HoldingPotlatchDeltic $8,153,194 HoldingAMERICAN HEALTHCARE REIT INC $6,538,729 Holding Largest Purchases this Quarter Camden Property Trust 435,495 shares (about $53.80M)Boston Properties 540,806 shares (about $43.51M)Vornado Realty Trust 947,562 shares (about $37.33M)Equity Residential 398,478 shares (about $29.67M)CareTrust REIT 892,207 shares (about $27.53M) Largest Sales this Quarter Welltower 413,419 shares (about $52.93M)UDR 653,165 shares (about $29.61M)SL Green Realty 413,851 shares (about $28.81M)AvalonBay Communities 111,288 shares (about $25.07M)Iron Mountain 155,361 shares (about $18.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeitman Real Estate Securities LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPLDPrologis$150,465,019$10,390,192 ▼-6.5%1,191,5198.2%FinanceEQIXEquinix$140,345,842$12,748,142 ▲10.0%158,1137.7%FinanceEXRExtra Space Storage$81,913,293$1,811,450 ▼-2.2%454,5944.5%FinanceWELLWelltower$78,885,428$52,930,034 ▼-40.2%616,1484.3%FinanceSPGSimon Property Group$76,451,633$4,131,018 ▼-5.1%452,3234.2%FinanceIRMIron Mountain$72,510,066$18,461,548 ▼-20.3%610,2004.0%FinancePEAKHealthpeak Properties$69,117,897$17,177,566 ▲33.1%3,022,2083.8%FinanceDLRDigital Realty Trust$66,720,243$15,961,616 ▼-19.3%412,2863.6%FinanceVTRVentas$63,062,236$7,009,409 ▲12.5%983,3503.4%FinanceADCAgree Realty$56,520,702$13,710,060 ▲32.0%750,3083.1%FinanceCPTCamden Property Trust$55,501,411$53,796,697 ▲3,155.8%449,2953.0%FinanceAMTAmerican Tower$53,409,032$21,310,636 ▲66.4%229,6572.9%FinanceAMHAmerican Homes 4 Rent$48,843,943$13,079,934 ▼-21.1%1,272,3092.7%FinanceEGPEastGroup Properties$47,998,355$2,379,900 ▲5.2%256,9232.6%FinanceUDRUDR$46,804,709$29,614,501 ▼-38.8%1,032,3052.6%FinanceELSEquity LifeStyle Properties$46,288,745$10,493,401 ▲29.3%648,8472.5%FinanceBXPBoston Properties$45,125,347$43,513,250 ▲2,699.2%560,8422.5%FinancePSAPublic Storage$42,643,381$4,728,127 ▲12.5%117,1942.3%FinanceSTAGSTAG Industrial$41,588,203$6,879,566 ▲19.8%1,063,9092.3%FinanceVNOVornado Realty Trust$39,181,172$37,333,942 ▲2,021.1%994,4462.1%FinanceEPRTEssential Properties Realty Trust$38,881,995$133,527 ▲0.3%1,138,5652.1%FinanceAVBAvalonBay Communities$37,250,944$25,067,622 ▼-40.2%165,3762.0%FinanceUEUrban Edge Properties$35,031,130$724,137 ▲2.1%1,637,7341.9%FinanceBRXBrixmor Property Group$33,395,002$252,049 ▼-0.7%1,198,6721.8%FinanceRHPRyman Hospitality Properties$32,823,483$16,528,151 ▼-33.5%306,0751.8%FinanceEQREquity Residential$31,023,536$29,670,672 ▲2,193.2%416,6471.7%FinanceCTRECareTrust REIT$27,533,508$27,533,508 ▲New Holding892,2071.5%FinanceVICIVICI Properties$25,482,150$263,482 ▼-1.0%765,0001.4%FinanceORealty Income$24,970,801$1,646,764 ▼-6.2%393,7371.4%FinanceFCPTFour Corners Property Trust$24,863,233$24,863,233 ▲New Holding848,2851.4%FinanceGLPIGaming and Leisure Properties$23,167,781$23,167,781 ▲New Holding450,2971.3%FinanceCUBECubeSmart$21,908,164$2,056,952 ▼-8.6%406,9881.2%FinanceESSEssex Property Trust$21,779,544$10,528,473 ▼-32.6%73,7241.2%FinanceCTOCTO Realty Growth$18,812,168$3,906,385 ▲26.2%989,0731.0%FinanceSBACSBA Communications$13,083,008$3,618,684 ▲38.2%54,3540.7%FinanceSHOSunstone Hotel Investors$12,776,181$11,589,371 ▲976.5%1,238,0020.7%FinanceKRGKite Realty Group Trust$12,536,665$683,123 ▼-5.2%472,0130.7%FinanceMPWMedical Properties Trust$12,025,371$2,400,542 ▼-16.6%2,055,6190.7%FinanceKIMKimco Realty$11,584,667$621,042 ▼-5.1%498,9090.6%FinanceSLGSL Green Realty$10,809,110$28,808,167 ▼-72.7%155,2810.6%FinancePCHPotlatchDeltic$8,153,194$8,153,194 ▲New Holding180,9810.4%ConstructionAMERICAN HEALTHCARE REIT INC$6,538,729$6,538,729 ▲New Holding250,5260.4%COM SHSHSTHost Hotels & Resorts$4,500,584$4,500,584 ▲New Holding255,7150.2%FinanceWYWeyerhaeuser$3,722,501$452,505 ▲13.8%109,9380.2%ConstructionSAFESafehold$3,683,059$3,683,059 ▲New Holding140,4140.2%FinanceDEIDouglas Emmett$1,326,482$185,012 ▼-12.2%75,4970.1%FinanceESRTEmpire State Realty Trust$1,310,443$92,418 ▼-6.6%118,2710.1%FinanceAKRAcadia Realty Trust$1,268,859$330,317 ▼-20.7%54,0400.1%FinanceFRTFederal Realty Investment Trust$1,250,299$87,377 ▼-6.5%10,8750.1%FinanceHRHealthcare Realty Trust$1,233,365$86,957 ▼-6.6%67,9540.1%FinanceREXRRexford Industrial Realty$1,225,853$86,634 ▼-6.6%24,3660.1%FinancePGREParamount Group$1,206,236$85,155 ▼-6.6%245,1700.1%FinancePEBPebblebrook Hotel Trust$1,184,442$53,357 ▲4.7%89,5270.1%FinanceAREAlexandria Real Estate Equities$1,162,444$16,723,210 ▼-93.5%9,7890.1%FinanceTRNOTerreno Realty$1,130,830$79,728 ▼-6.6%16,9210.1%FinanceHPPHudson Pacific Properties$1,103,119$77,852 ▼-6.6%230,7780.1%FinanceLTCLTC Properties$896,483$896,483 ▲New Holding24,4340.0%FinanceEPR PPTYS$525,213$10,659 ▼-2.0%17,1470.0%CONV PFD 9% SR ELAMRLamar Advertising$0$32,104,204 ▼-100.0%00.0%FinanceCUZCousins Properties$0$29,242,247 ▼-100.0%00.0%FinanceNNNNNN REIT$0$21,911,608 ▼-100.0%00.0%FinanceCSRCenterspace$0$19,874,563 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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