Heitman Real Estate Securities LLC
CIK 1080117
13F filing for Q2 2026・No. 1,947
- Holdings
- US$1.56B
- Quarter change
- +US$167.24M
- Entries
- 57
- Net bought (estimate)
- +US$17.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 6
- Cut 30
- Added 16
- Corporate actions 0
- Unchanged 5
Largest holdings
57 stocks worth US$1.56B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WELLTOWER INCCOM | Added | 915,721 | US$207.84M | 13.34% |
| PLDPROLOGIS INC.COM | Cut | 958,865 | US$129.9M | 8.34% |
| EQIXEQUINIX INCCOM | Cut | 96,464 | US$100.55M | 6.45% |
| DLRDIGITAL RLTY TR INCCOM | Added | 490,713 | US$88.12M | 5.65% |
| SPGSIMON PPTY GROUP INC NEWCOM | Cut | 282,610 | US$63.21M | 4.06% |
| ESSESSEX PPTY TR INCCOM | Added | 213,726 | US$62.32M | 4.00% |
| VMRKEQUITY RESIDENTIALSH BEN INT | Cut | 727,588 | US$49.43M | 3.17% |
| EXREXTRA SPACE STORAGE INCCOM | Added | 331,685 | US$48.19M | 3.09% |
| IRMIRON MTN INC DELCOM | Added | 357,721 | US$45.18M | 2.90% |
| AGREE RLTY CORPCOM | Added | 578,024 | US$43.78M | 2.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.