HEITMAN REAL ESTATE SECURITIES
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2568 of mapped providers
Assets under administration$38.5B0.0%Market share · rank #383
Fees received$3MMedian $156,168/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical HEITMAN REAL ESTATE SECURITIES plan look like?
Service mix · median fees per plan
Count of plans where HEITMAN REAL ESTATE SECURITIES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 10 | 1 | $55,732 | |
Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $256,603 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $2,588,436 | |
Investment management fees paid directly by planCode 51 | 1 | $26,076 |
Competitor overlap
Percent of HEITMAN REAL ESTATE SECURITIES's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under HEITMAN REAL ESTATE SECURITIES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HEITMAN REAL ESTATE SECURITIES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $256,603 | 3y | 1 |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $3M | 5y | - |
BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 PENSIONCA · 956377503-001 | $232M | 2,270 | $26,076 | 10y | - |
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEECA · 516091982-001 | $0 | 0 | $55,732 | 5y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into HEITMAN REAL ESTATE SECURITIES.
- HEITMAN
- HEITMAN AMERICA REAL ESTATE
- HEITMAN CAPITAL MANAGEMENT
- HEITMAN LLC
- HEITMAN REAL ESTATE SECURITIES
- HEITMAN REAL ESTATE SECURITIES LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for HEITMAN REAL ESTATE SECURITIES's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with HEITMAN REAL ESTATE SECURITIES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent