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
44 檔
32.7%
根據最新整理的 13F 季度數據集,Lasalle Investment Management Securities LLC 於 Q3 2024 結束時的管理資產規模為 US$28.1億。該機構在本季度申報了 44 檔美股持倉,呈現出該時期的主要投資地圖。
在 Q3 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。
整體而言,Lasalle Investment Management Securities LLC 的前 5 大持股(包含 EQIX, PLD, PSA)貢獻了組合市值的 32.7%,形成該機構在 Q3 2024 季度的基本面基石。
| # | 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 | EQIX | Equinix Inc | 股票-房地產 | 9.45% | -0.94% | +14.33% | |
| 2 | PLD | Prologis Inc | 股票-房地產 | 6.86% | -1.07% | -8.35% | |
| 3 | PSA | Public Storage | 股票-房地產 | 6.63% | +0.06% | -12.01% | |
| 4 | WELL | Welltower Inc | 股票-房地產 | 6.58% | +0.74% | +42.77% | |
| 5 | DLR | Digital Realty Trust Inc | 股票-房地產 | 5.63% | -0.08% | +4.48% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 5.50% | -0.37% | +2.82% | |
| 7 | O | Realty Income CORP | 股票-房地產 | 5.43% | — | +1.13% | |
| 8 | AVB | Avalonbay Communities Inc | 股票-房地產 | 4.43% | +0.21% | -2.36% | |
| 9 | VICI | Vici Properties Inc | 股票-房地產 | 3.76% | +0.08% | -2.33% | |
| 10 | INVH | Invitation Homes Inc | 股票-房地產 | 3.73% | +0.06% | +5.87% | |
| 11 | SPG | Simon Property Group Inc | 股票-房地產 | 3.57% | +0.26% | +10.89% | |
| 12 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 3.13% | +0.20% | +0.20% | |
| 13 | FR | First Industrial Realty Tr | 股票-房地產 | 3.12% | -0.01% | EXIT | |
| 14 | DOC | Healthpeak Properties Inc | 股票-房地產 | 3.08% | +0.06% | -11.06% | |
| 15 | UDR | Udr Inc | 股票-房地產 | 2.76% | -0.20% | -1.29% | |
| 16 | SUI | Sun Communities Inc | 股票-房地產 | 2.22% | +0.14% | -2.11% | |
| 17 | OUT | OUTFRONT Media Inc. | 股票-其他 | 2.17% | — | -6.95% | |
| 18 | COLD | Americold Realty Trust Inc | 股票-房地產 | 2.09% | -0.26% | +1.25% | |
| 19 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.99% | -2.00% | +1.16% | |
| 20 | NHI | Natl Health Investors Inc | 股票-其他 | 1.95% | — | +0.59% | |
| 21 | EQR | Equity Residential | 股票-房地產 | 1.85% | +0.28% | -2.49% | |
| 22 | NTST | Netstreit CORP | 股票-其他 | 1.67% | — | — | |
| 23 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.65% | — | -4.54% | |
| 24 | KIM | Kimco Realty CORP | 股票-房地產 | 1.64% | +2.04% | NEW | |
| 25 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 1.13% | -0.51% | +5.86% | |
| 26 | ROICUSD | Retail Opportunity Investmen | 股票-其他 | 1.09% | — | -55.58% | |
| 27 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 0.99% | — | +18.20% | |
| 28 | VTR | Ventas Inc | 股票-房地產 | 0.92% | -0.88% | -36.60% | |
| 29 | BNL | Broadstone Net Lease Inc | 股票-房地產 | 0.75% | — | -6.18% | |
| 30 | CUZ | Cousins Properties Inc | 股票-房地產 | 0.72% | — | — | |
| 31 | CDP | Copt Defense Properties | 股票-其他 | 0.63% | — | -8.60% | |
| 32 | ADC | Agree Realty CORP | 股票-房地產 | 0.55% | +0.33% | -79.29% | |
| 33 | REG | Regency Centers CORP | 股票-房地產 | 0.53% | +0.77% | -48.55% | |
| 34 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 0.44% | — | — | |
| 35 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.39% | +0.01% | — | |
| 36 | CCI | Crown Castle Inc | 股票-房地產 | 0.34% | -0.01% | +1.67% | |
| 37 | SBAC | Sba Communications CORP | 股票-房地產 | 0.30% | — | +6.24% | |
| 38 | CUBE | Cubesmart | 股票-房地產 | 0.19% | +1.45% | -82.33% | |
| 39 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.07% | -1.41% | — | |
| 40 | KRC | Kilroy Realty CORP | 股票-房地產 | 0.05% | +0.01% | — | |
| 41 | WY | Weyerhaeuser Co | 股票-房地產 | 0.03% | — | -5.26% | |
| 42 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.02% | -0.01% | EXIT | |
| 43 | SBRA | Sabra Health Care Reit Inc | 股票-房地產 | — | +0.06% | — | |
| 44 | CPT | Camden Property Trust | 股票-房地產 | — | — | — |
根據 SEC 官方 Form 13F 申報備案,Lasalle Investment Management Securities LLC 在 Q3 2024 季度的美股持倉總市值約為 US$28.1億,共申報了 44 個公開持股部位。
在 Q3 2024 季度,Lasalle Investment Management Securities LLC 按市值排列的前三大核心持股分別為:EQIX (9.4%)、PLD (6.9%)、PSA (6.6%)。其中最大持股部位 EQIX 佔據整體投資組合約 9.4% 的權重。
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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 Q3 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。