|
⚲
|
| Keyboard |
| Heitman Real Estate Securities LLC
✚
|
|
|---|---|
| CRD # | 107134 |
| SEC # | 801-48252 |
| CIK # | 0001080117 |
| AUM | 1,821.4 M (2026-03-27) |
| Employees | 141 (30% Investors, 11% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-855-5700 |
| Address | 110 North Wacker Drive Chicago, IL 60606-1615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001080117 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Health Care REIT Inc /DE/ | 0.2 | ||
| Equinix Inc | 0.1 | ||
| AMB Property Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Realty Income Corp | 0.1 | ||
| Simon Property Group Inc /DE/ | 0.1 | ||
| Ventas Inc | 0.1 | ||
| Equity Residential | 0.1 | ||
| Digital Realty Trust Inc | 0.1 | ||
| Extra Space Storage Inc | 0.0 | ||
| First Industrial Realty Trust Inc | 0.0 | ||
| Essex Property Trust Inc | 0.0 | ||
| Netstreit Corp | 0.0 | ||
| Public Storage | 0.0 | ||
| Mid America Apartment Communities Inc | 0.0 | ||
| Iron Mountain Inc | 0.0 | ||
| HCP Inc | 0.0 | ||
| Acadia Realty Trust | 0.0 | ||
| Diamondrock Hospitality Co | 0.0 | ||
| STAG Industrial Inc | 0.0 | ||
| Cousins Properties Inc | 0.0 | ||
| Sun Communities Inc | 0.0 | ||
| Macerich Co | 0.0 | ||
| U-Store-It Trust | 0.0 | ||
| Omega Healthcare Investors Inc | 0.0 | ||
| Invitation Homes Inc | 0.0 | ||
| Curbline Properties Corp | 0.0 | ||
| VICI Properties Inc | 0.0 | ||
| Federal Realty Investment Trust | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 0.7 |
| (g) Pension and profit sharing plans | 5 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 1.8 |
| By Discretionary | ||
| Discretionary | 27 | 1.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1.1 | |
| Total | 27 | 1.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080117] | |
| SC 13G | [0001080117] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.9B |
| Clients | 6 (36 non-US) |
| Serves | Institutional, Retail |
| LEI | 549300NOOOT5C9NU9F09 |
| Related Firms | State | AUM |
|---|---|---|
|
Heitman Capital Management LLC
✚
|
IL | 6,086.5 M |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1,821.4 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rockbridge Investment Management LLC
✚
|
NY | 1,837.4 M |
|
Azzad Asset Management Inc
✚
|
VA | 1,837.2 M |
|
A&M Private Wealth Partners LLC
✚
|
FL | 1,832.7 M |
|
Aristotle Capital Boston LLC
✚
|
MA | 1,831.3 M |
|
Berman McAleer LLC
✚
|
MD | 1,821.8 M |
|
Strategic Investment Advisors LLC
✚
|
MI | 1,816.3 M |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1,811.3 M |
|
Versant Capital Management Inc
✚
|
AZ | 1,810.8 M |
|
Select Money Management Inc
✚
|
CA | 1,804.6 M |
|
SLOY Dahl & Holst LLC
✚
|
WA | 1,803.5 M |