Heitman Real Estate Securities LLC Top Holdings and 13F Report (2021) About Heitman Real Estate Securities LLCInvestment ActivityHeitman Real Estate Securities LLC has $1.56 billion in total holdings as of September 30, 2021.Heitman Real Estate Securities LLC owns shares of 57 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 21.29% of the portfolio was purchased this quarter.About 20.18% of the portfolio was sold this quarter.This quarter, Heitman Real Estate Securities LLC has purchased 57 new stocks and bought additional shares in 16 stocks.Heitman Real Estate Securities LLC sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings Welltower $207,841,195Prologis $129,897,442Equinix $100,553,109Digital Realty Trust $88,122,241Simon Property Group $63,205,727 Largest New Holdings this Quarter 02665T306 - American Homes 4 Rent $40,944,244 Holding78377T107 - Ryman Hospitality Properties $18,738,605 Holding14174T107 - CARETRUST REIT INC $17,406,102 Holding374297109 - Getty Realty $12,278,582 Holding11135E203 - Broadstone Net Lease $10,155,481 Holding Largest Purchases this Quarter American Homes 4 Rent 1,221,487 shares (about $40.94M)Digital Realty Trust 208,605 shares (about $37.46M)Agree Realty 417,582 shares (about $31.63M)BXP 443,274 shares (about $29.39M)Welltower 99,951 shares (about $22.69M) Largest Sales this Quarter Realty Income 757,723 shares (about $46.95M)Equinix 41,126 shares (about $42.87M)Ventas 354,610 shares (about $31.49M)Omega Healthcare Investors 430,893 shares (about $20.54M)HEALTHPEAK PROPERTIES INC 794,881 shares (about $17.01M) 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 PortfolioSectorWELLWelltower$207,841,195$22,685,878 â–²12.3%915,72113.3%Real EstatePLDPrologis$129,897,442$3,222,560 â–¼-2.4%958,8658.3%Real EstateEQIXEquinix$100,553,109$42,869,331 â–¼-29.9%96,4646.5%Real EstateDLRDigital Realty Trust$88,122,241$37,461,286 â–²73.9%490,7135.7%Real EstateSPGSimon Property Group$63,205,727$10,545,769 â–¼-14.3%282,6104.1%Real EstateESSEssex Property Trust$62,320,364$21,722,580 â–²53.5%213,7264.0%Real EstateEQREquity Residential$49,425,053$10,492,672 â–¼-17.5%727,5883.2%Real EstateEXRExtra Space Storage$48,193,831$1,823,951 â–²3.9%331,6853.1%Real EstateIRMIron Mountain$45,183,740$12,394,422 â–²37.8%357,7212.9%Real EstateADCAgree Realty$43,779,538$31,627,661 â–²260.3%578,0242.8%Real EstateAMHAmerican Homes 4 Rent$40,944,244$40,944,244 â–²New Holding1,221,4872.6%Real EstateJANUS LIVING INC$38,832,971$20,902,315 â–²116.6%1,351,1822.5%CL A-1CURBLINE PPTYS CORP$36,736,515$16,633,390 â–²82.7%1,208,4382.4%COMFRFirst Industrial Realty Trust$36,040,777$333,956 â–¼-0.9%587,8452.3%Real EstateAKRAcadia Realty Trust$33,921,624$6,443,166 â–²23.4%1,622,2682.2%Real EstatePSAPublic Storage$33,194,322$22,918 â–²0.1%104,2832.1%Real EstateVTRVentas$32,577,523$31,489,368 â–¼-49.2%366,8642.1%Real EstateBXPBXP$29,884,259$29,393,499 â–²5,989.4%450,6751.9%Real EstateDRHDiamondRock Hospitality$29,740,868$2,835,139 â–¼-8.7%2,441,7791.9%Real EstateORealty Income$26,850,180$46,948,517 â–¼-63.6%433,3471.7%Real EstateMACMacerich$25,203,174$3,387,627 â–¼-11.8%1,000,5231.6%Real EstateNTSTNETSTREIT$24,930,907$11,222,059 â–¼-31.0%1,179,8821.6%Real EstateCUZCousins Properties$24,243,507$5,364,921 â–¼-18.1%808,6561.6%Real EstateSTAGStag Industrial$22,957,069$3,125,944 â–¼-12.0%603,1811.5%Real EstateCUBECubeSmart$22,215,562$490,682 â–²2.3%558,6011.4%Real EstateSUISun Communities$19,288,363$1,371,171 â–¼-6.6%160,8571.2%Real EstateWPCW.P. Carey$19,195,820$12,584,358 â–²190.3%268,4731.2%Real EstateRHPRyman Hospitality Properties$18,738,605$18,738,605 â–²New Holding145,7691.2%Real EstateMAAMid-America Apartment Communities$18,381,623$12,985,610 â–¼-41.4%132,2991.2%Real EstateHEALTHPEAK PROPERTIES INC$17,457,671$17,010,454 â–¼-49.4%815,7791.1%COMCARETRUST REIT INC$17,406,102$17,406,102 â–²New Holding431,3781.1%COMVICIVICI Properties$16,313,223$101,288 â–¼-0.6%614,4341.0%Real EstateCTOCTO Realty Growth$15,281,823$693,568 â–¼-4.3%710,4521.0%Real EstateAMTAmerican Tower$14,563,128$2,264,463 â–²18.4%89,0330.9%Real EstateCOLDAmericold Realty Trust$13,032,886$3,339,132 â–²34.4%829,0640.8%Real EstateOUTFRONT MEDIA INC$12,721,199$5,417,652 â–¼-29.9%388,3150.8%COM NEWGTYGetty Realty$12,278,582$12,278,582 â–²New Holding368,0630.8%Real EstateAREAlexandria Real Estate Equities$10,249,782$6,894,705 â–²205.5%193,9410.7%Real EstateBNLBroadstone Net Lease$10,155,481$10,155,481 â–²New Holding491,3150.7%Real EstateFRTFederal Realty Investment Trust$7,918,799$11,699,889 â–¼-59.6%64,1510.5%Real EstateELSEquity Lifestyle Properties$7,520,606$4,328,140 â–¼-36.5%116,6890.5%Real EstateGLPIGaming and Leisure Properties$6,554,771$49,339 â–¼-0.7%147,1990.4%Real EstateCCICrown Castle$5,864,4550.0%77,4390.4%Real EstateCPTCamden Property Trust$5,626,840$5,626,840 â–²New Holding49,1470.4%Real EstateWYWeyerhaeuser$4,606,0560.0%192,4000.3%Real EstateSBACSBA Communications$3,364,210$640,020 â–¼-16.0%19,0650.2%Real EstateOHIOmega Healthcare Investors$789,867$20,544,981 â–¼-96.3%16,5660.1%Real EstatePEBPebblebrook Hotel Trust$538,472$169,876 â–¼-24.0%27,7420.0%Real EstateVNOVornado Realty Trust$495,377$124,896 â–¼-20.1%12,6050.0%Real EstateSHOSunstone Hotel Investors$452,229$92,276 â–¼-16.9%39,4960.0%Real EstateAVBAvalonBay Communities$440,591$14,651,396 â–¼-97.1%2,3350.0%Real EstateDEIDouglas Emmett$438,217$77,278 â–¼-15.0%37,1370.0%Real EstateHRHealthcare Realty Trust$433,917$37,496 â–¼-8.0%21,5130.0%Real EstateTRNOTerreno Realty$417,3780.0%6,4440.0%Real EstateESRTEmpire State Realty Trust$401,0650.0%74,1340.0%Real EstateREXRRexford Industrial Realty$397,2100.0%11,8570.0%Real EstateEPR PPTYS$248,918$9,563 â–¼-3.7%7,8350.0%CONV PFD 9% SR EINVHInvitation Home$0$18,508,852 â–¼-100.0%00.0%Real EstateXHRXenia Hotels & Resorts$0$11,771,906 â–¼-100.0%00.0%Real EstateSLGSL Green Realty$0$11,186,651 â–¼-100.0%00.0%Real EstateHIWHighwoods Properties$0$6,290,322 â–¼-100.0%00.0%Real EstateUEUrban Edge Properties$0$4,423,472 â–¼-100.0%00.0%Real EstateVREVeris Residential$0$441,294 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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