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§ 13F · FUND PROFILE

Heitman Real Estate Securities LLC.

Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1464.0T (13F)Positions · 57Turnover · · Q4Filed · Feb 13, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$137.8T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 13, 2026
#TickerNameShares$ value% portΔ Q4
1WELLWELLTOWER INC893K$165.7T11.7%−9%
2PLDPROLOGIS INC.1.02M$130.8T9.2%−23%
3EQIXEQUINIX INC135K$103.6T7.3%−4%
4VTRVENTAS INC890K$68.9T4.8%+220%
5SPGSIMON PPTY GROUP INC NEW362K$67.0T4.7%+18%
6MAAMID-AMER APT CMNTYS INC381K$52.9T3.7%+50%
7BRXBRIXMOR PPTY GROUP INC1.85M$48.5T3.4%NEW
8EQREQUITY RESIDENTIAL761K$48.0T3.4%+115%
9PSAPUBLIC STORAGE OPER CO171K$44.3T3.1%+26%
10OREALTY INCOME CORP741K$41.8T2.9%+8%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE HEITMAN SIGNAL

AC read

Heitman Real Estate Securities LLC is a Dealer / Bank fund managing $1464026.1 trillion in assets. The fund runs a portfolio of 57 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Heitman Real Estate Securities LLC 13F Holdings & Portfolio Analysis | Acid Capitalist