什麼是 SEC Form 13F 申報?美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制,學會如何追蹤頂級對沖基金與機構法人持倉動向。
CIK: 0001085601
申報總市值
US$28.1億
US$28.1億
47 檔
27.5%
在 Q1 2024 的 13F 官方備案中,Lasalle Investment Management Securities LLC 管理的美股投資組合規模來到 US$28.1億,整體持股檔數為 47 檔。
在 Q1 2024 期間,Lasalle Investment Management Securities LLC 的持倉組合保持高度穩定,未出現顯著的大幅度增減碼操作,顯示機構對現有持股結構維持較高之延續性。
在資產配置集中度方面,Lasalle Investment Management Securities LLC 的前 5 大核心持股(包含 PLD, PSA, EQIX 等)合計佔整體申報市值的 27.5%,反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | 股票-房地產 | 8.50% | -1.07% | -4.18% | |
| 2 | PSA | Public Storage | 股票-房地產 | 6.48% | +0.06% | +3.38% | |
| 3 | EQIX | Equinix Inc | 股票-房地產 | 6.04% | -0.94% | +0.77% | |
| 4 | DLR | Digital Realty Trust Inc | 股票-房地產 | 5.79% | -0.08% | -6.98% | |
| 5 | O | Realty Income CORP | 股票-房地產 | 5.02% | — | +10.69% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 5.01% | -0.37% | +23.62% | |
| 7 | AVB | Avalonbay Communities Inc | 股票-房地產 | 4.53% | +0.21% | -1.68% | |
| 8 | INVH | Invitation Homes Inc | 股票-房地產 | 4.38% | +0.06% | -13.73% | |
| 9 | VICI | Vici Properties Inc | 股票-房地產 | 3.62% | +0.08% | -1.61% | |
| 10 | FR | First Industrial Realty Tr | 股票-房地產 | 3.25% | -0.01% | EXIT | |
| 11 | DOC | Healthpeak Properties Inc | 股票-房地產 | 3.11% | +0.06% | +18.55% | |
| 12 | SPG | Simon Property Group Inc | 股票-房地產 | 3.08% | +0.26% | -13.90% | |
| 13 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.81% | +0.20% | +1.49% | |
| 14 | WELL | Welltower Inc | 股票-房地產 | 2.72% | +0.74% | +0.30% | |
| 15 | AIRCUSD | Apartment Income Reit Co | 股票-其他 | 2.58% | — | +0.20% | |
| 16 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 2.58% | -2.00% | -14.16% | |
| 17 | ADC | Agree Realty CORP | 股票-房地產 | 2.49% | +0.33% | +3.75% | |
| 18 | UDR | Udr Inc | 股票-房地產 | 2.23% | -0.20% | +64.56% | |
| 19 | EXR | Extra Space Storage Inc | 股票-房地產 | 2.22% | — | -33.02% | |
| 20 | REXR | Rexford Industrial Realty In | 股票-房地產 | 2.09% | +2.18% | -12.36% | |
| 21 | OUT | OUTFRONT Media Inc. | 股票-其他 | 1.97% | — | +17.32% | |
| 22 | ROICUSD | Retail Opportunity Investmen | 股票-其他 | 1.93% | — | +14.78% | |
| 23 | SUI | Sun Communities Inc | 股票-房地產 | 1.79% | +0.14% | -3.95% | |
| 24 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 1.62% | — | +5.81% | |
| 25 | NHI | Natl Health Investors Inc | 股票-其他 | 1.32% | — | +8.44% | |
| 26 | KRC | Kilroy Realty CORP | 股票-房地產 | 1.29% | +0.01% | +17.33% | |
| 27 | KIM | Kimco Realty CORP | 股票-房地產 | 1.28% | +2.04% | NEW | |
| 28 | VTR | Ventas Inc | 股票-房地產 | 1.28% | -0.88% | -26.40% | |
| 29 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 1.27% | -0.51% | -16.97% | |
| 30 | COLD | Americold Realty Trust Inc | 股票-房地產 | 1.15% | -0.26% | — | |
| 31 | REG | Regency Centers CORP | 股票-房地產 | 1.09% | +0.77% | +92.56% | |
| 32 | CUBE | Cubesmart | 股票-房地產 | 0.91% | +1.45% | -42.23% | |
| 33 | MPT | Medical Properties Trust Inc | 股票-房地產 | 0.88% | — | -15.93% | |
| 34 | BNL | Broadstone Net Lease Inc | 股票-房地產 | 0.75% | — | — | |
| 35 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 0.56% | — | -11.89% | |
| 36 | CCI | Crown Castle Inc | 股票-房地產 | 0.51% | -0.01% | +3.51% | |
| 37 | AHR | American Healthcare Reit Inc | 股票-房地產 | 0.44% | — | — | |
| 38 | HIW | Highwoods Properties Inc | 股票-房地產 | 0.35% | — | — | |
| 39 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.35% | +0.01% | — | |
| 40 | SBAC | Sba Communications CORP | 股票-房地產 | 0.27% | — | -7.45% | |
| 41 | EQR | Equity Residential | 股票-房地產 | 0.25% | +0.28% | -0.12% | |
| 42 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.08% | +0.48% | -7.11% | |
| 43 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.07% | -1.41% | — | |
| 44 | WY | Weyerhaeuser Co | 股票-房地產 | 0.03% | — | — | |
| 45 | CPT | Camden Property Trust | 股票-房地產 | 0.03% | — | — | |
| 46 | DEI | Douglas Emmett Inc | 股票-其他 | 0.01% | — | -98.54% | |
| 47 | SBRA | Sabra Health Care Reit Inc | 股票-房地產 | — | +0.06% | -99.98% |
根據 SEC 官方 Form 13F 申報備案,Lasalle Investment Management Securities LLC 在 Q1 2024 季度的美股持倉總市值約為 US$28.1億,共申報了 47 個公開持股部位。
在 Q1 2024 季度,Lasalle Investment Management Securities LLC 按市值排列的前三大核心持股分別為:PLD (8.5%)、PSA (6.5%)、EQIX (6.0%)。其中最大持股部位 PLD 佔據整體投資組合約 8.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析,提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制,學會如何追蹤頂級對沖基金與機構法人持倉動向。
在 Q1 2024 季度中,Lasalle Investment Management Securities LLC 的持倉組合維持高度穩定,未出現大規模調倉操作。
本頁面所有持股數據均直接同步自美國證券交易委員會(SEC)EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照,提供 100% 精準對齊的歷史時序數據集,並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報,掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異,以及最新 SEC 申報時程規範,洞察機構法人的激進投資動向。