LASALLE INVESTMENT MANAGEMENT SECURITIES LLC — 13F Holdings & Portfolio

CIK 1085601 · latest 13F-HR filed 2026-05-13

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC manages $2.53B in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EQIX (12.63%), WELL (9.48%), PLD (6.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 14, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$2.53B

Long-equity book

Holdings

48

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+3 / −3 / ↑14 / ↓18

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EQUINIX INC$74.7M +30.5%
  • WELLTOWER INC$28.1M +13.3%
  • FOUR CORNERS PROPERTY TRUST$27.8M +84.5%
  • AMERICAN TOWER CORP$19.2M +20.8%
  • EMPIRE STATE REALTY TRUST INC$11.1M +30.8%
Show all 14

Top Trims

  • FIRST INDUSTRIAL REALTY TRUST INC-$44.9M -99.6%
  • DIGITAL REALTY TRUST INC-$36.5M -58.4%
  • REALTY INCOME CORP-$33.2M -79.4%
  • VENTAS INC-$29.1M -26.9%
  • KITE REALTY GROUP TRUST-$15.7M -21.2%
Show all 18

New Positions

  • REXFORD INDUSTRIAL REALTY INC$32.1M
  • JANUS LIVING INC$1.3M
  • COUSINS PROPERTIES INC$21.0K
Show all 3

Exited Positions

  • DIAMONDROCK HOSPITALITY CO$10.1M
  • COPT DEFENSE PROPERTIES$5.2M
  • EXTRA SPACE STORAGE INC$3.0M
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EQUINIX INC EQIX 29444U700 $319.4M 12.63% 325,873 SH
2 WELLTOWER INC WELL 95040Q104 $239.7M 9.48% 1,212,631 SH
3 PROLOGIS INC PLD 74340W103 $166.5M 6.58% 1,259,766 SH
4 PUBLIC STORAGE PSA 74460D109 $131.3M 5.19% 484,663 SH
5 AMERICAN TOWER CORP AMT 03027X100 $111.9M 4.42% 648,257 SH
6 SIMON PROPERTY GROUP INC SPG 828806109 $105.8M 4.18% 567,093 SH
7 AMERICAN HOMES 4 RENT AMH 02665T306 $101.5M 4.01% 3,633,873 SH
8 GAMING AND LEISURE PROP INC GLPI 36467J108 $87.6M 3.46% 1,974,314 SH
9 EQUITY RESIDENTIAL EQR 29476L107 $85.3M 3.37% 1,442,422 SH
10 LXP INDUSTRIAL TRUST LXP 529043408 $84.6M 3.34% 1,828,528 SH
11 OUTFRONT MEDIA INC OUT 69007J304 $83.0M 3.28% 3,133,027 SH
12 AMERICOLD REALTY TRUST COLD 03064D108 $79.8M 3.15% 6,962,583 SH
13 VENTAS INC VTR 92276F100 $78.8M 3.11% 963,351 SH
14 SABRA HEALTHCARE REIT INC SBRA 78573L106 $73.5M 2.91% 3,824,622 SH
15 ALEXANDRIA REAL ESTATE EQUITIES INC ARE 015271109 $70.2M 2.77% 1,511,273 SH
16 FOUR CORNERS PROPERTY TRUST FCPT 35086T109 $60.7M 2.40% 2,565,734 SH
17 KITE REALTY GROUP TRUST KRG 49803T300 $58.2M 2.30% 2,369,854 SH
18 AVALONBAY COMMUNITIES INC AVB 053484101 $56.3M 2.23% 344,766 SH
19 AGREE REALTY CORP ADC 008492100 $54.3M 2.14% 719,719 SH
20 CUBESMART CUBE 229663109 $47.3M 1.87% 1,291,212 SH
21 EMPIRE STATE REALTY TRUST INC ESRT 292104106 $47.1M 1.86% 9,058,860 SH
22 UDR INC UDR 902653104 $46.3M 1.83% 1,370,031 SH
23 EQUITY LIFESTYLE PROPERTIES INC ELS 29472R108 $46.1M 1.82% 738,531 SH
24 VICI PROPERTIES INC VICI 925652109 $44.1M 1.74% 1,615,438 SH
25 HOST HOTELS & RESORTS INC HST 44107P104 $38.9M 1.54% 2,030,396 SH
26 FEDERAL REALTY INVESTMENT TRUST FRT 313745101 $37.5M 1.48% 353,194 SH
27 REXFORD INDUSTRIAL REALTY INC REXR 76169C100 $32.1M 1.27% 980,672 SH
28 NNN REIT INC NNN 637417106 $31.1M 1.23% 741,012 SH
29 DIGITAL REALTY TRUST INC DLR 253868103 $26.0M 1.03% 144,014 SH
30 BXP INC BXP 101121101 $25.3M 1.00% 487,084 SH
31 INVITATION HOMES INC INVH 46187W107 $16.6M 0.66% 668,065 SH
32 HEALTHPEAK PROPERTIES INC DOC 42250P103 $8.8M 0.35% 533,956 SH
33 REALTY INCOME CORP O 756109104 $8.6M 0.34% 140,705 SH
34 SUN COMMUNITIES INC SUI 866674104 $6.7M 0.26% 53,134 SH
35 ESSEX PROPERTY TRUST INC ESS 297178105 $5.7M 0.23% 23,605 SH
36 CURBLINE PROPERTIES CORP CURB 23128Q101 $5.7M 0.22% 220,275 SH
37 REGENCY CENTERS CORP REG 758849103 $2.2M 0.08% 28,418 SH
38 SBA COMMUNICATIONS CORP SBAC 78410G104 $1.4M 0.05% 8,067 SH
39 JANUS LIVING INC JAN 471024109 $1.3M 0.05% 57,182 SH
40 KILROY REALTY CORP KRC 49427F108 $995.8K 0.04% 35,300 SH
41 WEYERHAEUSER CO WY 962166104 $771.2K 0.03% 31,568 SH
42 LAMAR ADVERTISING CO LAMR 512816109 $362.5K 0.01% 2,862 SH
43 CROWN CASTLE INTL CORP CCI 22822V101 $294.4K 0.01% 3,621 SH
44 STAG INDUSTRIAL INC STAG 85254J102 $238.8K 0.01% 6,621 SH
45 FIRST INDUSTRIAL REALTY TRUST INC FR 32054K103 $182.7K 0.01% 3,159 SH
46 LINEAGE INC LINE 53566V106 $117.2K 0.00% 3,577 SH
47 INVENTRUST PROPERTIES CORP IVT 46124J201 $56.1K 0.00% 1,843 SH
48 COUSINS PROPERTIES INC CUZ 222795502 $21.0K 0.00% 929 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $2.53B 48 0001085601-26-000004
2025-12-31 2026-02-10 $2.50B 48 0001085601-26-000001
2025-09-30 2025-11-12 $2.55B 44 0001085601-25-000011