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
29.8%
在 Q4 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 44 檔。
在 Q4 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。
從部位權重觀察,前 5 大標的(包含 EQIX, WELL, PLD)累計市值佔比達 29.8%,是驅動 Lasalle Investment Management Securities LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 10.81% | -0.94% | -2.50% | |
| 2 | WELL | Welltower Inc | 股票-房地產 | 7.67% | +0.74% | +7.21% | |
| 3 | PLD | Prologis Inc | 股票-房地產 | 5.89% | -1.07% | -7.01% | |
| 4 | PSA | Public Storage | 股票-房地產 | 5.56% | +0.06% | -7.78% | |
| 5 | O | Realty Income CORP | 股票-房地產 | 5.49% | — | +8.61% | |
| 6 | DLR | Digital Realty Trust Inc | 股票-房地產 | 5.39% | -0.08% | -20.89% | |
| 7 | AMT | American Tower CORP | 股票-房地產 | 5.10% | -0.37% | +6.39% | |
| 8 | SPG | Simon Property Group Inc | 股票-房地產 | 3.95% | +0.26% | -1.70% | |
| 9 | VICI | Vici Properties Inc | 股票-房地產 | 3.76% | +0.08% | +3.34% | |
| 10 | INVH | Invitation Homes Inc | 股票-房地產 | 3.56% | +0.06% | -4.61% | |
| 11 | EQR | Equity Residential | 股票-房地產 | 3.52% | +0.28% | +79.07% | |
| 12 | SUI | Sun Communities Inc | 股票-房地產 | 3.32% | +0.14% | +48.95% | |
| 13 | COLD | Americold Realty Trust Inc | 股票-房地產 | 3.24% | -0.26% | +85.65% | |
| 14 | AVB | Avalonbay Communities Inc | 股票-房地產 | 2.94% | +0.21% | -38.50% | |
| 15 | FR | First Industrial Realty Tr | 股票-房地產 | 2.88% | -0.01% | EXIT | |
| 16 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.83% | +0.20% | -12.45% | |
| 17 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 2.41% | -2.00% | +33.83% | |
| 18 | UDR | Udr Inc | 股票-房地產 | 2.38% | -0.20% | -18.46% | |
| 19 | OUT | Outfront Media Inc | 股票-其他 | 2.36% | -0.21% | — | |
| 20 | NTST | Netstreit CORP | 股票-其他 | 2.06% | — | +30.77% | |
| 21 | NHI | Natl Health Investors Inc | 股票-其他 | 1.79% | — | +1.03% | |
| 22 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.51% | — | -0.31% | |
| 23 | KIM | Kimco Realty CORP | 股票-房地產 | 1.37% | +2.04% | NEW | |
| 24 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 1.33% | — | — | |
| 25 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 1.06% | -0.51% | -14.58% | |
| 26 | LXPUSD | Lxp Industrial Trust | 股票-其他 | 1.00% | — | +12.41% | |
| 27 | VTR | Ventas Inc | 股票-房地產 | 0.92% | -0.88% | -1.72% | |
| 28 | REG | Regency Centers CORP | 股票-房地產 | 0.78% | +0.77% | +31.71% | |
| 29 | CURB | Curbline Properties CORP | 股票-其他 | 0.74% | -0.22% | EXIT | |
| 30 | CDP | Copt Defense Properties | 股票-其他 | 0.71% | — | +0.94% | |
| 31 | ADC | Agree Realty CORP | 股票-房地產 | 0.62% | +0.33% | +9.54% | |
| 32 | HIW | Highwoods Properties Inc | 股票-房地產 | 0.49% | — | — | |
| 33 | DRH | Diamondrock Hospitality Co | 股票-其他 | 0.42% | — | — | |
| 34 | ESS | Essex Property Trust Inc | 股票-房地產 | 0.42% | +0.01% | — | |
| 35 | CUZ | Cousins Properties Inc | 股票-房地產 | 0.40% | — | -52.02% | |
| 36 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.40% | +0.06% | -86.90% | |
| 37 | SBAC | Sba Communications CORP | 股票-房地產 | 0.38% | — | +36.84% | |
| 38 | CCI | Crown Castle Inc | 股票-房地產 | 0.19% | -0.01% | -33.09% | |
| 39 | CUBE | Cubesmart | 股票-房地產 | 0.16% | +1.45% | — | |
| 40 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.07% | -1.41% | — | |
| 41 | KRC | Kilroy Realty CORP | 股票-房地產 | 0.06% | +0.01% | — | |
| 42 | WY | Weyerhaeuser Co | 股票-房地產 | 0.04% | — | +48.62% | |
| 43 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.01% | -0.01% | EXIT | |
| 44 | SBRA | Sabra Health Care Reit Inc | 股票-房地產 | — | +0.06% | — |
根據 SEC 官方 Form 13F 申報備案,Lasalle Investment Management Securities LLC 在 Q4 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 Q4 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 (10.8%)、WELL (7.7%)、PLD (5.9%)。其中最大持股部位 EQIX 佔據整體投資組合約 10.8% 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 Q4 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。