HEITMAN REAL ESTATE SECURITIES LLC ARE — Equities, Inc. Common Stock

Ownership history in HEITMAN REAL ESTATE SECURITIES LLC  ·  70 quarters on record

AI Ownership Summary

HEITMAN REAL ESTATE SECURITIES LLC reported Equities, Inc. Common Stock (ARE) in 70 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.38% in 2025 Q1. The latest visible filing shows ARE at 0.66% 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 ARE 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 Equities, Inc. Common Stock, 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 Q2

ARE was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% 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 Q2

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.

ARE stock page HEITMAN REAL ESTATE SECURITIES LLC fund profile HEITMAN REAL ESTATE SECURITIES LLC full holdings
How HEITMAN REAL ESTATE SECURITIES LLC held ARE — position size vs. price
% of Fund (quarterly)    ARE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 193,941 +130,458 +205.5% 0.66% $10.2M 2026-08-14 $48.14
2026 Q1 REDUCED 6.1% +19.8% ❌ 63,483 -4,110 -6.1% 0.21% $2.9M 2026-05-15 $44.39
2025 Q4 REDUCED 63.9% -3.6% ✅ 67,593 -119,643 -63.9% 0.23% $3.3M 2026-02-13 $51.00
2025 Q3 REDUCED 21.3% -41.0% ✅ 187,236 -50,679 -21.3% 1.07% $15.6M 2025-11-13 $50.02
2025 Q2 REDUCED 40.0% +16.2% ❌ 237,915 -158,790 -40.0% 1.22% $17.3M 2025-08-14 $70.23
2025 Q1 ADDED — — — 396,705 +61,743 +18.4% 2.38% $36.7M 2025-05-15 $66.24
2024 Q4 ADDED — — — 334,962 +325,173 +3321.8% 2.10% $32.7M 2025-02-14 $86.58
2024 Q3 REDUCED 93.5% -17.6% ✅ 9,789 -140,827 -93.5% 0.06% $1.2M 2024-11-14 $97.50
2024 Q2 ADDED — — — 150,616 +36,581 +32.1% 1.11% $17.6M 2024-08-14 $100.88
2024 Q1 REDUCED 14.6% -9.2% ✅ 114,035 -19,511 -14.6% 0.84% $14.7M 2024-05-15 $110.26
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ARE

As of 2026 Q2 — sorted by position size

TOWN LANE MANAGEMENT LP 58.96% QVIDTVM Management LLC 3Y 5.69% TT Capital Management LLC 3.86% Bayhunt Capital LLC 3.21% QSM Asset Management Ltd 3.16% APG Asset Management US Inc. 3Y 7Y 2.59% Solel Partners LP 3Y 2.41% FLAX POND CAPITAL, LLC 2.1% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 1.86% Leibman Financial Services, Inc. 1.79%

FAQ About HEITMAN REAL ESTATE SECURITIES LLC and ARE

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 ARE?

HEITMAN REAL ESTATE SECURITIES LLC reported ARE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for ARE was 2.38% in 2025 Q1.

What is the latest reported ARE position on this page?

The most recent filing on this page is 2026 Q2, when HEITMAN REAL ESTATE SECURITIES LLC reported 193,941 shares, equal to 0.66% of portfolio, with an estimated market value of $10.2M.

What does the chart on this ARE ownership page compare?

The chart compares HEITMAN REAL ESTATE SECURITIES LLC's quarterly ARE 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 ARE position?

Based on 13F filing dates vs. subsequent ARE price moves, HEITMAN REAL ESTATE SECURITIES LLC correctly timed 32 out of 69 reported position changes (46%). The annualised alpha on ARE relative to SPY over the holding period was +2.6%.

← Back to HEITMAN REAL ESTATE SECURITIES LLC Holdings