Heitman Real Estate Securities 13F annual report

Heitman Real Estate Securities is an investment fund managing more than $1.85 trillion ran by Molly Nelson. There are currently 53 companies in Mrs. Nelson’s portfolio. The largest investments include Prologis Inc and Equinix Inc, together worth $343 billion.

Limited to 30 biggest holdings

$1.85 trillion Assets Under Management (AUM)

As of 7th February 2024, Heitman Real Estate Securities’s top holding is 1,448,041 shares of Prologis Inc currently worth over $193 billion and making up 10.4% of the portfolio value.Relative to the number of outstanding shares of Prologis Inc, Heitman Real Estate Securities owns more than approximately 0.1% of the company.In addition, the fund holds 185,660 shares of Equinix Inc worth $150 billion, whose value grew 8.1% in the past six months. The third-largest holding is Welltower worth $97 billion and the next is Extra Space Storage worth $85.6 billion, with 533,991 shares owned.

Currently, Heitman Real Estate Securities's portfolio is worth at least $1.85 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Heitman Real Estate Securities

The Heitman Real Estate Securities office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, Molly Nelson serves as the Senior Vice President, Head of Compliance-Public Securities at Heitman Real Estate Securities.

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