CIK: 0001085601
Total reported value
$2.5B
Reporting period: 2026-03-31 · Number of holdings: 48
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC disclosed 48 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.5B and a quarterly turnover rate of 19.8%.
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Lasalle Investment Management Securities LLC's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 48 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.20), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Add EQIX
+2.0% $74.7M
Trim FR
-99.6% -$44.9M
Trim DLR
-64.3% -$36.5M
Trim O
-81.0% -$33.2M
Trim VTR
-30.9% -$29.1M
Add FCPT
+79.9% $27.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQIX | Equinix INC | Stock-Real Estate | 12.63% | +2.82% | +2.03% | |
| 2 | WELL | Welltower INC | Stock-Real Estate | 9.48% | +1.00% | +6.33% | |
| 3 | PLD | Prologis INC | Stock-Real Estate | 6.58% | +0.14% | -0.06% | |
| 4 | PSA | Public Storage | Stock-Real Estate | 5.19% | +0.20% | +0.97% | |
| 5 | AMT | American Tower CORP | Stock-Real Estate | 4.42% | +0.71% | +22.87% | |
| 6 | SPG | Simon Property Group INC | Stock-Real Estate | 4.18% | +0.23% | +6.40% | |
| 7 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 4.01% | +0.08% | +18.90% | |
| 8 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 3.46% | -0.22% | -3.85% | |
| 9 | EQR | Equity Residential | Stock-Real Estate | 3.37% | -0.14% | +3.83% | |
| 10 | LXP | Lxp Industrial Trust | Stock-Other | 3.34% | -0.06% | +6.88% | |
| 11 | OUT | Outfront Media INC | Stock-Other | 3.28% | -0.10% | -10.64% | |
| 12 | COLD | Americold Realty Trust INC | Stock-Real Estate | 3.15% | -0.35% | +2.32% | |
| 13 | VTR | Ventas INC | Stock-Real Estate | 3.11% | -1.21% | -30.88% | |
| 14 | SBRA | Sabra Health Care Reit INC | Stock-Real Estate | 2.91% | +0.23% | +8.22% | |
| 15 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.77% | -0.57% | -11.27% | |
| 16 | FCPT | Four Corners Property Trust | Stock-Real Estate | 2.40% | +1.08% | +79.89% | |
| 17 | KRG | Kite Realty Group Trust | Stock-Real Estate | 2.30% | -0.66% | -23.07% | |
| 18 | AVB | Avalonbay Communities INC | Stock-Real Estate | 2.23% | -0.19% | +3.57% | |
| 19 | ADC | Agree Realty CORP | Stock-Real Estate | 2.14% | +0.19% | +6.70% | |
| 20 | CUBE | Cubesmart | Stock-Real Estate | 1.87% | +0.31% | +19.52% | |
| 21 | ESRT | Empire State Realty Trust-a | Stock-Other | 1.86% | +0.42% | +63.98% | |
| 22 | UDR | Udr INC | Stock-Real Estate | 1.83% | -0.13% | +2.83% | |
| 23 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.82% | -0.03% | -3.08% | |
| 24 | VICI | Vici Properties INC | Stock-Real Estate | 1.74% | -0.21% | -6.76% | |
| 25 | HST | Host Hotels & Resorts INC | Stock-Real Estate | 1.54% | +0.39% | +25.68% | |
| 26 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.48% | +0.03% | -1.60% | |
| 27 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.27% | +1.27% | NEW | |
| 28 | NNN | Nnn Reit INC | Stock-Real Estate | 1.23% | +0.27% | +22.85% | |
| 29 | DLR | Digital Realty Trust INC | Stock-Real Estate | 1.03% | -1.47% | -64.30% | |
| 30 | BXP | Bxp INC | Stock-Real Estate | 1.00% | +0.34% | +98.45% | |
| 31 | INVH | Invitation Homes INC | Stock-Real Estate | 0.66% | -0.01% | +10.34% | |
| 32 | DOC | Healthpeak Properties INC | Stock-Real Estate | 0.35% | +0.01% | — | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 0.34% | -1.33% | -81.01% | |
| 34 | SUI | Sun Communities INC | Stock-Real Estate | 0.26% | — | — | |
| 35 | ESS | Essex Property Trust INC | Stock-Real Estate | 0.23% | -0.02% | — | |
| 36 | CURB | Curbline Properties CORP | Stock-Other | 0.22% | -0.51% | -72.00% | |
| 37 | REG | Regency Centers CORP | Stock-Real Estate | 0.08% | — | — | |
| 38 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.05% | -0.03% | -22.28% | |
| 39 | JAN | Janus Living INC Cl-a-1 | Stock-Other | 0.05% | +0.05% | NEW | |
| 40 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.04% | -0.01% | — | |
| 41 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.03% | — | — | |
| 42 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.01% | -0.01% | -11.61% | |
| 43 | CCI | Crown Castle INC | Stock-Real Estate | 0.01% | -0.01% | -47.95% | |
| 44 | STAG | Stag Industrial INC | Stock-Real Estate | 0.01% | — | +0.15% | |
| 45 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.01% | -1.80% | -99.60% | |
| 46 | LINE | Lineage INC | Stock-Other | — | -0.01% | -46.87% | |
| 47 | IVT | Inventrust Properties CORP | Stock-Other | — | — | -52.84% | |
| 48 | CUZ | Cousins Properties INC | Stock-Real Estate | — | — | NEW |
Performance for Q3 2026
+7%
Performance Last 4 Quarters
+25.1%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 48 | $2.5B | 20 | |
| 2025-12-31 | 48 | $2.5B | 27 | |
| 2025-09-30 | 44 | $2.5B | 36 | |
| 2025-06-30 | 44 | $2.4B | 0 | |
| 2025-03-31 | 47 | $2.3B | 100 | |
| 2024-12-31 | 44 | $2.4B | 0 | |
| 2024-09-30 | 44 | $2.6B | 0 | |
| 2024-06-30 | 45 | $2.3B | 0 | |
| 2024-03-31 | 47 | $2.4B | 0 | |
| 2023-12-31 | 45 | $2.5B | 0 | |
| 2023-09-30 | 58 | $2.2B | 0 | |
| 2023-06-30 | 56 | $2.5B | 0 | |
| 2023-03-31 | 57 | $2.5B | 0 | |
| 2022-12-31 | 57 | $2.4B | 0 | |
| 2022-09-30 | 57 | $2.3B | 0 | |
| 2022-06-30 | 63 | $2.7B | 0 | |
| 2022-03-31 | 62 | $3.1B | 0 | |
| 2021-12-31 | 59 | $3.4B | 0 | |
| 2021-09-30 | 58 | $3.1B | 0 | |
| 2021-06-30 | 56 | $3.2B | 100 | |
| 2021-03-31 | 53 | $3.2B | 31 | |
| 2020-12-31 | 56 | $3.2B | 38 | |
| 2020-09-30 | 50 | $3.0B | 16 | |
| 2020-06-30 | 50 | $3.0B | 37 | |
| 2020-03-31 | 47 | $2.6B | 59 | |
| 2019-12-31 | 47 | $3.8B | 21 | |
| 2019-09-30 | 49 | $3.9B | 24 | |
| 2019-06-30 | 55 | $3.7B | 28 | |
| 2019-03-31 | 55 | $3.9B | 37 | |
| 2018-12-31 | 53 | $3.7B | 45 | |
| 2018-09-30 | 50 | $4.6B | 15 | |
| 2018-06-30 | 50 | $4.9B | 15 | |
| 2018-03-31 | 51 | $4.9B | 26 | |
| 2017-12-31 | 46 | $6.1B | 19 | |
| 2017-09-30 | 45 | $6.6B | 28 | |
| 2017-06-30 | 41 | $7.9B | 11 | |
| 2017-03-31 | 43 | $8.6B | 32 | |
| 2016-12-31 | 45 | $9.5B | 23 | |
| 2016-09-30 | 52 | $10.5B | 23 | |
| 2016-06-30 | 52 | $10.6B | 15 | |
| 2016-03-31 | 53 | $10.0B | 17 | |
| 2015-12-31 | 58 | $9.0B | 16 | |
| 2015-09-30 | 62 | $8.5B | 29 | |
| 2015-06-30 | 54 | $8.3B | 18 | |
| 2015-03-31 | 52 | $8.8B | 23 | |
| 2014-12-31 | 52 | $7.9B | 23 | |
| 2014-09-30 | 43 | $7.0B | 12 | |
| 2014-06-30 | 44 | $6.6B | 17 | |
| 2014-03-31 | 45 | $6.5B | 25 | |
| 2013-12-31 | 47 | $5.8B | 12 | |
| 2013-09-30 | 45 | $6.0B | 16 | |
| 2013-06-30 | 42 | $6.5B | — |
Lasalle Investment Management Securities LLC's most significant position changes for 2026-03-31: New buy: Rexford Industrial Realty In (REXR); Sold out: Diamondrock Hospitality Co (DRH); Sold out: Copt Defense Properties (CDP); Sold out: Extra Space Storage INC (EXR); New buy: Janus Living INC Cl-a-1 (JAN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix INC | +2.8% | +2.03% | Add |
| 2 | FCPT | Four Corners Property Trust | +1.1% | +79.89% | Add |
| 3 | WELL | Welltower INC | +1% | +6.33% | Add |
| 4 | AMT | American Tower CORP | +0.7% | +22.87% | Add |
| 5 | ESRT | Empire State Realty Trust-a | +0.4% | +63.98% | Add |
| 6 | HST | Host Hotels & Resorts INC | +0.4% | +25.68% | Add |
| 7 | BXP | Bxp INC | +0.3% | +98.45% | Add |
| 8 | CUBE | Cubesmart | +0.3% | +19.52% | Add |
| 9 | NNN | Nnn Reit INC | +0.3% | +22.85% | Add |
| 10 | SPG | Simon Property Group INC | +0.2% | +6.40% | Add |
| 11 | SBRA | Sabra Health Care Reit INC | +0.2% | +8.22% | Add |
| 12 | PSA | Public Storage | +0.2% | +0.97% | Add |
| 13 | ADC | Agree Realty CORP | +0.2% | +6.70% | Add |
| 14 | PLD | Prologis INC | +0.1% | -0.06% | Trim |
| 15 | AMH | American Homes 4 Rent- A | +0.1% | +18.90% | Add |
| 16 | FRT | Federal Realty Invs Trust | 0% | -1.60% | Trim |
| 17 | DOC | Healthpeak Properties INC | 0% | — | Unchanged |
| 18 | REG | Regency Centers CORP | — | — | Unchanged |
| 19 | SUI | Sun Communities INC | — | — | Unchanged |
| 20 | IVT | Inventrust Properties CORP | — | -52.84% | Trim |
| 21 | WY | Weyerhaeuser Co | — | — | Unchanged |
| 22 | CCI | Crown Castle INC | 0% | -47.95% | Trim |
| 23 | KRC | Kilroy Realty CORP | 0% | — | Unchanged |
| 24 | INVH | Invitation Homes INC | 0% | +10.34% | Add |
| 25 | LINE | Lineage INC | 0% | -46.87% | Trim |
| 26 | LAMR | Lamar Advertising Co-a | 0% | -11.61% | Trim |
| 27 | ESS | Essex Property Trust INC | 0% | — | Unchanged |
| 28 | SBAC | Sba Communications CORP | 0% | -22.28% | Trim |
| 29 | ELS | Equity Lifestyle Properties | 0% | -3.08% | Trim |
| 30 | LXP | Lxp Industrial Trust | -0.1% | +6.88% | Add |
| 31 | OUT | Outfront Media INC | -0.1% | -10.64% | Trim |
| 32 | UDR | Udr INC | -0.1% | +2.83% | Add |
| 33 | EQR | Equity Residential | -0.1% | +3.83% | Add |
| 34 | AVB | Avalonbay Communities INC | -0.2% | +3.57% | Add |
| 35 | VICI | Vici Properties INC | -0.2% | -6.76% | Trim |
| 36 | GLPI | Gaming And Leisure Propertie | -0.2% | -3.85% | Trim |
| 37 | COLD | Americold Realty Trust INC | -0.4% | +2.32% | Add |
| 38 | CURB | Curbline Properties CORP | -0.5% | -72.00% | Trim |
| 39 | ARE | Alexandria Real Estate Equit | -0.6% | -11.27% | Trim |
| 40 | KRG | Kite Realty Group Trust | -0.7% | -23.07% | Trim |
| 41 | VTR | Ventas INC | -1.2% | -30.88% | Trim |
| 42 | O | Realty Income CORP | -1.3% | -81.01% | Trim |
| 43 | DLR | Digital Realty Trust INC | -1.5% | -64.30% | Trim |
| 44 | FR | First Industrial Realty Tr | -1.8% | -99.60% | Trim |
| 45 | REXR | Rexford Industrial Realty In | — | NEW | New buy |
| 46 | DRH | Diamondrock Hospitality Co | — | EXIT | Sold out |
| 47 | CDP | Copt Defense Properties | — | EXIT | Sold out |
| 48 | EXR | Extra Space Storage INC | — | EXIT | Sold out |
| 49 | JAN | Janus Living INC Cl-a-1 | — | NEW | New buy |
| 50 | CUZ | Cousins Properties INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-06-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-06 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-11 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-08 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-11 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-03 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-28 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
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