Heitman Real Estate Securities LLC holds a focused book of 57 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Diamondrock Hospitality Co and trimmed Welltower Inc. Their largest long position is Welltower Inc at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1080117/holdings"
Use Arkolith to show HEITMAN REAL ESTATE SECURITIES LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc COM | $161.3M | 815.8K | 11.6% | ▼−8.6% Reduced · −77K sh | |
| 2 | Equinix Inc COM | $134.9M | 137.6K | 9.7% | ▲+1.7% Added · +2K sh | |
| 3 | Prologis Inc. COM | $129.9M | 982.7K | 9.3% | ▼−4.1% Reduced · −42K sh | |
| 4 | Realty Income Corp COM | $72.9M | 1.19M | 5.2% | ▲+61% Added · +450K sh | |
| 5 | Simon Ppty Group Inc New COM | $61.5M | 329.8K | 4.4% | ▼−8.9% Reduced · −32K sh | |
| 6 | Ventas Inc COM | $59.0M | 721.5K | 4.2% | ▼−19% Reduced · −169K sh | |
| 7 | Equity Residential SH BEN INT | $52.2M | 882.1K | 3.8% | ▲+16% Added · +121K sh | |
| 8 | Digital Rlty TR Inc COM | $50.8M | 282.1K | 3.7% | ▲+23% Added · +53K sh | |
| 9 | Extra Space Storage Inc COM | $41.8M | 319.1K | 3.0% | ▲+107% Added · +165K sh | |
| 10 | First Indl Rlty TR Inc COM | $34.3M | 593.3K | 2.5% | ▲+15% Added · +77K sh | |
| 11 | Essex Ppty TR Inc COM | $33.7M | 139.2K | 2.4% | ▲+6.1% Added · +8K sh | |
| 12 | Netstreit Corp COM | $32.2M | 1.71M | 2.3% | ▲+23% Added · +315K sh | |
| 13 | Public Storage Oper Co COM | $28.2M | 104.2K | 2.0% | ▼−39% Reduced · −67K sh | |
| 14 | Mid-Amer Apt Cmntys Inc COM | $27.6M | 225.8K | 2.0% | ▼−41% Reduced · −155K sh | |
| 15 | Iron MTN Inc Del COM | $26.5M | 259.6K | 1.9% | ▼−47% Reduced · −231K sh | |
| 16 | Healthpeak Properties Inc COM | $26.5M | 1.61M | 1.9% | ▲+15% Added · +212K sh | |
| 17 | Acadia Rlty TR COM SH BEN INT | $25.1M | 1.31M | 1.8% | ▼−35% Reduced · −718K sh | |
| 18 | Diamondrock Hospitality Co COM | $25.1M | 2.67M | 1.8% | ▲New New position | |
| 19 | Stag Industrial Inc COM | $24.7M | 685.3K | 1.8% | ▼−25% Reduced · −228K sh | |
| 20 | Cousins Pptys Inc COM NEW | $22.3M | 987.6K | 1.6% | ▼−12% Reduced · −141K sh | |
| 21 | Sun Cmntys Inc COM | $21.7M | 172.3K | 1.6% | ▲+141% Added · +101K sh | |
| 22 | Macerich Co COM | $21.5M | 1.14M | 1.5% | ▲New New position | |
| 23 | Cubesmart COM | $20.0M | 546.3K | 1.4% | ▼−35% Reduced · −294K sh | |
| 24 | Omega Healthcare Invs Inc COM | $19.6M | 447.5K | 1.4% | ▼−4.2% Reduced · −19K sh | |
| 25 | Invitation Homes Inc COM | $18.5M | 744.8K | 1.3% | ▼−36% Reduced · −423K sh | |
| 26 | Curbline Pptys Corp COM | $17.1M | 661.3K | 1.2% | ▲New New position | |
| 27 | Vici Pptys Inc COM | $16.9M | 618.2K | 1.2% | ▲New New position | |
| 28 | Federal Rlty Invt TR New SH BEN INT NEW | $16.9M | 158.9K | 1.2% | ▲41× Added · +155K sh | |
| 29 | Janus Living Inc CL A-1 | $14.7M | 623.9K | 1.1% | ▲New New position | |
| 30 | Outfront Media Inc COM NEW | $14.7M | 553.7K | 1.1% | ▼−5.1% Reduced · −30K sh | |
| 31 | Cto Rlty Growth Inc New COM | $13.7M | 742.7K | 1.0% | ▲+4.8% Added · +34K sh | |
| 32 | Avalonbay Cmntys Inc COM | $13.1M | 80.0K | 0.9% | ▲+21% Added · +14K sh | |
| 33 | American Tower Corp COM | $13.0M | 75.2K | 0.9% | ▲+12% Added · +8K sh | |
| 34 | Agree Rlty Corp COM | $12.1M | 160.4K | 0.9% | ▼−55% Reduced · −193K sh | |
| 35 | Xenia Hotels & Resorts Inc COM | $11.8M | 793.8K | 0.8% | ▲New New position | |
| 36 | Equity Lifestyle Properties COM | $11.5M | 183.8K | 0.8% | ▼−35% Reduced · −100K sh | |
| 37 | SL Green Rlty Corp COM | $11.2M | 302.8K | 0.8% | ▼−6.5% Reduced · −21K sh | |
| 38 | Americold Realty Trust Inc COM | $7.1M | 616.7K | 0.5% | ▼−23% Reduced · −184K sh | |
| 39 | Gaming & Leisure P COM | $6.6M | 148.3K | 0.5% | ▼−75% Reduced · −434K sh | |
| 40 | Crown Castle Inc COM | $6.3M | 77.4K | 0.5% | ▲New New position | |
| 41 | Highwoods Pptys Inc COM | $6.3M | 293.8K | 0.5% | ▼−33% Reduced · −142K sh | |
| 42 | WP Carey Inc COM | $6.3M | 92.5K | 0.5% | ▲+150% Added · +55K sh | |
| 43 | Weyerhaeuser Co COM NEW | $4.7M | 192.4K | 0.3% | ▲+10% Added · +18K sh | |
| 44 | Urban Edge Pptys COM | $4.4M | 221.4K | 0.3% | ▲New New position | |
| 45 | Sba Communications Corp CL A | $3.9M | 22.7K | 0.3% | ▼−56% Reduced · −29K sh | |
| 46 | Alexandria Real Estate Eq In COM | $2.9M | 63.5K | 0.2% | ▼−6.1% Reduced · −4K sh | |
| 47 | Pebblebrook Hotel TR COM | $461K | 36.5K | 0.0% | —Held | |
| 48 | Veris Residential Inc COM | $441K | 23.4K | 0.0% | ▼−11% Reduced · −3K sh | |
| 49 | Sunstone Hotel Invs Inc New COM | $428K | 47.6K | 0.0% | ▲+17% Added · +7K sh | |
| 50 | Douglas Emmett Inc COM | $412K | 43.7K | 0.0% | ▲+27% Added · +9K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.