HEITMAN REAL ESTATE Overview

Heitman Real Estate Securities Llc is an investment advisor that manages 3.1 BN dollars in regulatory AUM and has 30 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 56% of the manager's regulatory AUM.

HEITMAN REAL ESTATE StockAlpha

+0.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HEITMAN REAL ESTATE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HCN 6.34% Financials -14.93% -1.61% 1 13%
SPG 5.84% Financials -12.57% -1.42% 0 12%
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FEATURED IN
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HEITMAN REAL ESTATE Founders and Key Employees

Name Title In Position Since
Maury R. Tognarelli Manager January-1999
Timothy J. Pire Managing Director June-1995
Katherine M. Sandstrom Senior Managing Director And Manager April-2013
Jerome W. Ehlinger Managing Director December-2013
Randall G. Ramey Chief Compliance Officer January-2014
Lawrence J. Christensen Chief Financial Officer, Manager, Secretary And Treasurer March-2014

HEITMAN REAL ESTATE Brokers, Custodians, Auditors and Administrators

Type Company

HEITMAN REAL ESTATE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

The Firm may use the following methods of analysis in formulating its investment advice and/or managing client assets:


11

Fundamental Analysis. The Firm may attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. The Firm may analyze past market movements and appl...
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HEITMAN REAL ESTATE Portfolio Concentration

HEITMAN REAL ESTATE Location

191 NORTH WACKER DRIVE
SUITE 2500
CHICAGO, Illinois
UNITED STATES, 60606-1615

HEITMAN REAL ESTATE Contact Information

Phone Number: 312-855-5700
Fax Number: DECEMBER
Website:

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