HEITMAN REAL ESTATE SECURITIES LLC SPG — Simon Property Group Common

Ownership history in HEITMAN REAL ESTATE SECURITIES LLC  ·  98 quarters on record

AI Ownership Summary

HEITMAN REAL ESTATE SECURITIES LLC reported Simon Property Group Common (SPG) in 98 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.14% in 2025 Q1. The latest visible filing shows SPG at 4.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEITMAN REAL ESTATE SECURITIES LLC's position in Simon Property Group Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPG was reported at 4.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPG stock page HEITMAN REAL ESTATE SECURITIES LLC fund profile HEITMAN REAL ESTATE SECURITIES LLC full holdings
How HEITMAN REAL ESTATE SECURITIES LLC held SPG — position size vs. price
% of Fund (quarterly)    SPG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9.0% +23.3% ❌ 329,763 -32,431 -9.0% 4.42% $61.5M 2026-05-15 $197.85
2025 Q4 ADDED — — — 362,194 +54,095 +17.6% 4.72% $67.0M 2026-02-13 $192.47
2025 Q3 REDUCED 21.5% +1.2% ❌ 308,099 -84,326 -21.5% 3.95% $57.8M 2025-11-13 $177.36
2025 Q2 REDUCED 17.9% +17.0% ❌ 392,425 -85,619 -17.9% 4.47% $63.1M 2025-08-14 $164.37
2025 Q1 ADDED — — — 478,044 +99,080 +26.1% 5.14% $79.4M 2025-05-15 $153.61
2024 Q4 REDUCED 16.2% -2.4% ✅ 378,964 -73,359 -16.2% 4.20% $65.3M 2025-02-14 $172.22
2024 Q3 REDUCED 5.1% +2.3% ❌ 452,323 -24,441 -5.1% 4.17% $76.5M 2024-11-14 $164.05
2024 Q2 ADDED — — — 476,764 +173 +0.0% 4.58% $72.4M 2024-08-14 $142.48
2024 Q1 ADDED — — — 476,591 +340,429 +250.0% 4.25% $74.6M 2024-05-15 $134.74
89 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPG

As of 2026 Q2 — sorted by position size

Pensionfund PDN 3Y 7Y 4.89% Pensionfund Sabic 3Y 7Y 4.78% Hamlin Capital Management, LLC 3Y 7Y 4.36% Meadowbrook Wealth Management, LLC 1.71% Vertrix Wealth Management, LLC 1.65% Oliver Luxxe Assets LLC 3Y 7Y 1.14% Finivi Inc. 0.9% Yoffe Investment Management, LLC 0.87% Cardano Risk Management B.V. 3Y 7Y 0.8% BDF-GESTION 0.59%

FAQ About HEITMAN REAL ESTATE SECURITIES LLC and SPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEITMAN REAL ESTATE SECURITIES LLC reported owning SPG?

HEITMAN REAL ESTATE SECURITIES LLC reported SPG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPG position in HEITMAN REAL ESTATE SECURITIES LLC's portfolio?

The largest reported portfolio weight for SPG was 5.14% in 2025 Q1.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2026 Q1, when HEITMAN REAL ESTATE SECURITIES LLC reported 329,763 shares, equal to 4.42% of portfolio, with an estimated market value of $61.5M.

What does the chart on this SPG ownership page compare?

The chart compares HEITMAN REAL ESTATE SECURITIES LLC's quarterly SPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEITMAN REAL ESTATE SECURITIES LLC time their SPG position?

Based on 13F filing dates vs. subsequent SPG price moves, HEITMAN REAL ESTATE SECURITIES LLC correctly timed 46 out of 97 reported position changes (47%). The annualised alpha on SPG relative to SPY over the holding period was +3.0%.

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