Heitman US Real Estate Securities Fund

Heitman US Real Estate Securities Fund is a registered fund series of Series Portfolios Trust (series S000060156). Net assets $1.4M as of 2024-09-30.

Profile

Advisers

Top holdings (44 reported)

Showing 15 of 44 holdings by value.

HoldingTickerValue% of fund
Prologis Inc$121K854.07%
Equinix Inc$107K756.67%
Welltower Inc$68K481.66%
American Tower Corp$67K471.86%
Extra Space Storage Inc$64K453.20%
Simon Property Group Inc$62K438.20%
Healthpeak Properties Inc$55K387.01%
Equity Residential$51K361.44%
Digital Realty Trust Inc$51K359.13%
Iron Mountain Inc$49K345.75%
Ventas Inc$45K314.91%
VICI Properties Inc$41K287.24%
Agree Realty Corp$39K276.50%
Camden Property Trust$39K274.14%
American Homes 4 Rent$38K266.40%

Net asset history

Report dateNet assets
2024-09-30$1.4M
2024-06-30$5.4M
2024-03-31$14.5M
2023-12-31$15.5M
2023-09-30$31.1M
2023-06-30$44.7M
2023-03-31$109.4M
2022-12-31$106.1M

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