Heitman Real Estate Securities Llc Activity in Q2 2026
This analysis details observable purchases and sales by Heitman Real Estate Securities Llc during the second quarter of 2026, focusing on their significant holdings within the real estate sector.
Heitman Real Estate Securities Llc appears to be strategically focused on acquiring properties in the healthcare REIT space during Q2 2026.
Prominent Purchases
The investor significantly increased their position in American Homes 4 Rent (AMH), adding a substantial number of shares, effectively doubling down or initiating a large purchase. This move resulted in AMH accounting for approximately 2.63% of the portfolio value.
Similarly, Heitman made notable additions to BXP Inc (BXP), increasing its position by nearly 5989% in terms of shares and significantly boosting its allocation within the portfolio. This suggests a major investment activity focused on BXP.
Other significant purchases include Agree Realty Corp (ADC), where Heitman increased their stake by 260.27%, indicating strong confidence in this REIT, now holding about 2.81% of the portfolio.
The investor also bolstered positions in several other stocks: Digital Realty TR Inc (DLR) saw a 73.95% increase from prior period, Essex Ppty TR Inc (ESS) experienced a 53.51% jump, Caretrust REIT Inc (CTRE) was newly added or significantly increased by 61.9%, and NETSTREIT Corp (NTST) showed considerable growth with a -31.04% change in shares.
Significant Increases from Prior Period
In addition to the new positions, Heitman Real Estate Securities Llc demonstrated strong buying activity relative to their holdings during Q2 2026 compared to previous periods:
- DIGITAL RLTY TR INC (DLR) increased by 73.95%
- ESSEX PPTY TR INC (ESS) increased by 53.51%
- PROLOGIS INC. (PLD) saw a modest increase of -2.42% in shares
- WELLTOWER INC (WELL) increased by 12.25%
- AMERICAN HOMES 4 RENT (AMH) was a large buy, increasing shares by 100% from prior period
- BXP INC (BXP) experienced an enormous increase of +5989.38%
- CARETRUST REIT INC (CTRE) was newly added or increased by 100% from prior period
- NETSTREIT CORP (NTST) saw a significant increase of +68.96%
- AGREE RLTY CORP (ADC) increased by +260.27% from prior period
Sales and Exits
The investor also showed activity in reducing or exiting certain positions during Q2 2026:
- They sold shares of Realty Income Corp (O), which saw a -63.62% change, indicating an exit from this position.
- Ryman Hospitality Pptys Inc (RHP) experienced a significant reduction with a -60.03% share decrease.
- Broadstone Net Lease Inc (BNL) saw its portfolio allocation drop by -61.9%, reflecting an exit or substantial sell-off.
Furthermore, the investor disclosed changes in other holdings:
- HEALTHPEAK PROPERTIES INC (DOC)'s position decreased by -49.35%
- REALTY INCOME CORP (O) was sold down, decreasing allocation to 1.72%
- RYMAN HOSPITALITY PPTYS INC (RHP)'s position decreased by -60.03%
Overall Portfolio Dynamics
The portfolio's holdings count increased to 54, suggesting a broader base of investments or inclusion of more stocks.
The top five holdings by weight accounted for approximately 37.84% of the portfolio value as of June 30, 2026, indicating a concentrated strategy.
The investor's focus remains heavily weighted towards real estate holdings, which constitute over 99.14% of their total portfolio value.
No activity related to other sectors is disclosed in this filing beyond the minor allocation to 'Unknown' sector stocks totaling about 0.86%.