HEITMAN REAL ESTATE SECURITIES LLC
Q2 2026 13F filing
Updated 27 days ago57 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WELL WELLTOWER INC | $207.8M | 915.7K | 13.34% | Added(+12.3%) |
| 2 | P PLDGP PROLOGIS INC. | $129.9M | 958.9K | 8.34% | Trimmed(-2.4%) |
| 3 | E EQIX EQUINIX INC | $100.6M | 96.5K | 6.45% | Trimmed(-29.9%) |
| 4 | D DLR-PJ DIGITAL RLTY TR INC | $88.1M | 490.7K | 5.65% | Added(+74.0%) |
| 5 | S SPG-PJ SIMON PPTY GROUP INC NEW | $63.2M | 282.6K | 4.06% | Trimmed(-14.3%) |
| 6 | E ESS ESSEX PPTY TR INC | $62.3M | 213.7K | 4.00% | Added(+53.5%) |
| 7 | E EQR EQUITY RESIDENTIAL | $49.4M | 727.6K | 3.17% | Trimmed(-17.5%) |
| 8 | E EXR EXTRA SPACE STORAGE INC | $48.2M | 331.7K | 3.09% | Added(+3.9%) |
| 9 | I IRM IRON MTN INC DEL | $45.2M | 357.7K | 2.90% | Added(+37.8%) |
| 10 | A ADC-PA AGREE RLTY CORP | $43.8M | 578.0K | 2.81% | Added(+260.3%) |
| 11 | A AMH-PH AMERICAN HOMES 4 RENT | $40.9M | 1.22M | 2.63% | — |
| 12 | J JAN JANUS LIVING INC | $38.8M | 1.35M | 2.49% | Added(+116.6%) |
| 13 | C CURB CURBLINE PPTYS CORP | $36.7M | 1.21M | 2.36% | Added(+82.7%) |
| 14 | F FR FIRST INDL RLTY TR INC | $36M | 587.8K | 2.31% | Trimmed(-0.9%) |
| 15 | A AKR ACADIA RLTY TR | $33.9M | 1.62M | 2.18% | Added(+23.4%) |
| 16 | P PSA-PS PUBLIC STORAGE | $33.2M | 104.3K | 2.13% | Added(+0.1%) |
| 17 | V VTR VENTAS INC | $32.6M | 366.9K | 2.09% | Trimmed(-49.1%) |
| 18 | B BSX BXP INC | $29.9M | 450.7K | 1.92% | Added(+5989.4%) |
| 19 | D DRH DIAMONDROCK HOSPITALITY CO | $29.7M | 2.44M | 1.91% | Trimmed(-8.7%) |
| 20 | O O REALTY INCOME CORP | $26.9M | 433.3K | 1.72% | Trimmed(-63.6%) |
| 21 | M MAC MACERICH CO | $25.2M | 1.00M | 1.62% | Trimmed(-11.8%) |
| 22 | N NTST NETSTREIT CORP | $24.9M | 1.18M | 1.60% | Trimmed(-31.0%) |
| 23 | C CUZ COUSINS PPTYS INC | $24.2M | 808.7K | 1.56% | Trimmed(-18.1%) |
| 24 | S STAG STAG INDUSTRIAL INC | $23M | 603.2K | 1.47% | Trimmed(-12.0%) |
| 25 | C CUBE CUBESMART | $22.2M | 558.6K | 1.43% | Added(+2.3%) |
| 26 | S SUI SUN CMNTYS INC | $19.3M | 160.9K | 1.24% | Trimmed(-6.6%) |
| 27 | W WPC WP CAREY INC | $19.2M | 268.5K | 1.23% | Added(+190.3%) |
| 28 | R RHP RYMAN HOSPITALITY PPTYS INC | $18.7M | 145.8K | 1.20% | — |
| 29 | M MAA-PI MID-AMER APT CMNTYS INC | $18.4M | 132.3K | 1.18% | Trimmed(-41.4%) |
| 30 | D DOC HEALTHPEAK PROPERTIES INC | $17.5M | 815.8K | 1.12% | Trimmed(-49.4%) |
| 31 | C CTRE CARETRUST REIT INC | $17.4M | 431.4K | 1.12% | — |
| 32 | V VICI VICI PPTYS INC | $16.3M | 614.4K | 1.05% | Trimmed(-0.6%) |
| 33 | C CTO-PA CTO RLTY GROWTH INC NEW | $15.3M | 710.5K | 0.98% | Trimmed(-4.3%) |
| 34 | A AMT AMERICAN TOWER CORP | $14.6M | 89.0K | 0.93% | Added(+18.4%) |
| 35 | C COLD AMERICOLD REALTY TRUST INC | $13M | 829.1K | 0.84% | Added(+34.5%) |
| 36 | O OUT OUTFRONT MEDIA INC | $12.7M | 388.3K | 0.82% | Trimmed(-29.9%) |
| 37 | G GTY GETTY RLTY CORP NEW | $12.3M | 368.1K | 0.79% | — |
| 38 | A ARE ALEXANDRIA REAL ESTATE EQ IN | $10.2M | 193.9K | 0.66% | Added(+205.5%) |
| 39 | B BNL BROADSTONE NET LEASE INC | $10.2M | 491.3K | 0.65% | — |
| 40 | F FRT-PC FEDERAL RLTY INVT TR NEW | $7.9M | 64.2K | 0.51% | Trimmed(-59.6%) |
| 41 | E ELS EQUITY LIFESTYLE PROPERTIES | $7.5M | 116.7K | 0.48% | Trimmed(-36.5%) |
| 42 | G GLPI GAMING & LEISURE P | $6.6M | 147.2K | 0.42% | Trimmed(-0.8%) |
| 43 | C CCI CROWN CASTLE INC | $5.9M | 77.4K | 0.38% | Unchanged |
| 44 | C CPT CAMDEN PPTY TR | $5.6M | 49.1K | 0.36% | — |
| 45 | W WY WEYERHAEUSER CO | $4.6M | 192.4K | 0.30% | Unchanged |
| 46 | S SBAC SBA COMMUNICATIONS CORP | $3.4M | 19.1K | 0.22% | Trimmed(-16.0%) |
| 47 | O OHI OMEGA HEALTHCARE INVS INC | $790K | 16.6K | 0.05% | Trimmed(-96.3%) |
| 48 | P PEB-PH PEBBLEBROOK HOTEL TR | $538K | 27.7K | 0.03% | Trimmed(-24.0%) |
| 49 | V VNO-PO VORNADO RLTY TR | $495K | 12.6K | 0.03% | Trimmed(-20.1%) |
| 50 | S SHO-PI SUNSTONE HOTEL INVS INC NEW | $452K | 39.5K | 0.03% | Trimmed(-16.9%) |