LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
13F Reported Value
ⓘ$2.5B
Holdings
48
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC disclosed 48 positions worth $2.5B in its Form 13F-HR for Q1 2026, led by $EQIX (EQUINIX INC) at 12.6% of the equity portfolio, followed by $WELL and $PLD. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $REXR and a full exit from $DRH. The portfolio is most concentrated in Real Estate (100.0% of disclosed assets). All figures are sourced directly from LASALLE INVESTMENT MANAGEMENT SECURITIES LLC’s Form 13F-HR filing with the SEC under CIK 1085601.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 61.4#809
Quality
$319.4M325,873 sh - 75.7#119
Quality
$239.7M1,212,631 sh - 67.5#463
Quality
$166.5M1,259,766 sh - 73.9
Quality
$131.3M484,663 sh - 69.8
Quality
$111.9M648,257 sh - 76.9
Quality
$105.8M567,093 sh - —
Quality
$101.5M3,633,873 sh - 72.4
Quality
$87.6M1,974,314 sh - —
Quality
$85.3M1,442,422 sh - 50.3
Quality
$84.6M1,828,528 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 EQUINIX INC$EQIX | 61.4#809 | $319.4M | 325,873 |
 WELLTOWER INC.$WELL | 75.7#119 | $239.7M | 1,212,631 |
 Prologis, Inc.$PLD | 67.5#463 | $166.5M | 1,259,766 |
 Public Storage$PSA | 73.9 | $131.3M | 484,663 |
 AMERICAN TOWER CORP /MA/$AMT | 69.8 | $111.9M | 648,257 |
 SIMON PROPERTY GROUP INC.$SPG | 76.9 | $105.8M | 567,093 |
 American Homes 4 Rent$AMH | — | $101.5M | 3,633,873 |
 Gaming & Leisure Properties, Inc.$GLPI | 72.4 | $87.6M | 1,974,314 |
 EQUITY RESIDENTIAL$EQR | — | $85.3M | 1,442,422 |
 LXP Industrial Trust$LXP | 50.3 | $84.6M | 1,828,528 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's 48 positions.
Showing top 10 of 48 holdings.
Sector Allocation
Real Estate
$2.5B
Full Holdings — LASALLE INVESTMENT MANAGEMENT SECURITIES LLC (Q1 2026)
All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $EQIX | EQUINIX INC | $319.4M | 12.6% | +2% | 61.4 |
| 2 | $WELL | WELLTOWER INC. | $239.7M | 9.5% | +6% | 75.7 |
| 3 | $PLD | Prologis, Inc. | $166.5M | 6.6% | -0% | 67.5 |
| 4 | $PSA | Public Storage | $131.3M | 5.2% | +1% | 73.9 |
| 5 | $AMT | AMERICAN TOWER CORP /MA/ | $111.9M | 4.4% | +23% | 69.8 |
| 6 | $SPG | SIMON PROPERTY GROUP INC. | $105.8M | 4.2% | +6% | 76.9 |
| 7 | $AMH | American Homes 4 Rent | $101.5M | 4.0% | +19% | — |
| 8 | $GLPI | Gaming & Leisure Properties, Inc. | $87.6M | 3.5% | -4% | 72.4 |
| 9 | $EQR | EQUITY RESIDENTIAL | $85.3M | 3.4% | +4% | — |
| 10 | $LXP | LXP Industrial Trust | $84.6M | 3.3% | +7% | 50.3 |
| 11 |  $OUT | OUTFRONT Media Inc. | $83.0M | 3.3% | -11% | 43.7 |
| 12 |  $COLD | AMERICOLD REALTY TRUST | $79.8M | 3.1% | +2% | 37.1 |
| 13 |  $VTR | Ventas, Inc. | $78.8M | 3.1% | -31% | 70.3 |
| 14 |  $SBRA | Sabra Health Care REIT, Inc. | $73.5M | 2.9% | +8% | 73.5 |
| 15 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $70.2M | 2.8% | -11% | 45.1 |
| 16 |  $FCPT | Four Corners Property Trust, Inc. | $60.7M | 2.4% | +80% | 59 |
| 17 |  $KRG | KITE REALTY GROUP TRUST | $58.2M | 2.3% | -23% | 45.4 |
| 18 |  $AVB | AVALONBAY COMMUNITIES INC | $56.3M | 2.2% | +4% | 57.5 |
| 19 |  $ADC | AGREE REALTY CORP | $54.3M | 2.1% | +7% | 57.4 |
| 20 |  $CUBE | CubeSmart | $47.3M | 1.9% | +20% | 64.7 |
| 21 |  $ESRT | Empire State Realty Trust, Inc. | $47.1M | 1.9% | +64% | 37.2 |
| 22 |  $UDR | UDR, Inc. | $46.3M | 1.8% | +3% | 65.2 |
| 23 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $46.1M | 1.8% | -3% | 65.6 |
| 24 |  $VICI | VICI PROPERTIES INC. | $44.1M | 1.7% | -7% | 76.2 |
| 25 |  $HST | HOST HOTELS & RESORTS, INC. | $38.9M | 1.5% | +26% | 72.6 |
| 26 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $37.5M | 1.5% | -2% | 69.5 |
| 27 |  $REXR | Rexford Industrial Realty, Inc. | $32.1M | 1.3% | NEW | 53.8 |
| 28 |  $NNN | NNN REIT, INC. | $31.1M | 1.2% | +23% | 67.9 |
| 29 |  $DLR | DIGITAL REALTY TRUST, INC. | $26.0M | 1.0% | -64% | 70.2 |
| 30 |  $BXP | BXP, Inc. | $25.3M | 1.0% | +98% | 50.9 |
| 31 |  $INVH | Invitation Homes Inc. | $16.6M | 0.7% | +10% | 59.7 |
| 32 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $8.8M | 0.3% | +0% | 62 |
| 33 |  $O | REALTY INCOME CORP | $8.6M | 0.3% | -81% | 74.6 |
| 34 |  $SUI | SUN COMMUNITIES INC | $6.7M | 0.3% | +0% | 44.4 |
| 35 |  $ESS | ESSEX PROPERTY TRUST, INC. | $5.7M | 0.2% | +0% | 59.3 |
| 36 |  $CURB | Curbline Properties Corp. | $5.7M | 0.2% | -72% | 61.5 |
| 37 |  $REG | REGENCY CENTERS CORP | $2.2M | 0.1% | +0% | 67.6 |
| 38 |  $SBAC | SBA COMMUNICATIONS CORP | $1.4M | 0.1% | -22% | 71.3 |
| 39 |  $JAN | Janus Living, Inc. | $1.3M | 0.1% | NEW | — |
| 40 |  $KRC | KILROY REALTY CORP | $995,813 | 0.0% | +0% | 67.8 |
| 41 |  $WY | WEYERHAEUSER CO | $771,206 | 0.0% | +0% | 52.9 |
| 42 |  $LAMR | LAMAR ADVERTISING CO/NEW | $362,501 | 0.0% | -12% | 67.8 |
| 43 |  $CCI | CROWN CASTLE INC. | $294,424 | 0.0% | -48% | 52.9 |
| 44 |  $STAG | STAG Industrial, Inc. | $238,753 | 0.0% | +0% | 67.8 |
| 45 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $182,748 | 0.0% | -100% | 67.5 |
| 46 |  $LINE | Lineage, Inc. | $117,183 | 0.0% | -47% | 37.5 |
| 47 |  $IVT | InvenTrust Properties Corp. | $56,138 | 0.0% | -53% | 54.5 |
| 48 |  $CUZ | COUSINS PROPERTIES INC | $20,968 | 0.0% | NEW | 51.1 |
New Positions (3)
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