申报总市值
US$25.3亿
申报季度: 2026-03-31 · 持股只数: 48
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC在最新一期 13F 报告中披露了 48 项持股，申报期为 2026-03-31，总持股市值约为 US$25.3亿，季度换手率为 19.8%。
加仓 EQIX
+2.0% US$7473.4万
减仓 FR
-99.6% -US$4493.2万
减仓 DLR
-64.3% -US$3646.1万
减仓 O
-81.0% -US$3316.9万
减仓 VTR
-30.9% -US$2905.9万
加仓 FCPT
+79.9% US$2779.0万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQIX | Equinix INC | 股票-房地产 | 12.63% | +2.82% | +2.03% | |
| 2 | WELL | Welltower INC | 股票-房地产 | 9.48% | +1.00% | +6.33% | |
| 3 | PLD | Prologis INC | 股票-房地产 | 6.58% | +0.14% | -0.06% | |
| 4 | PSA | Public Storage | 股票-房地产 | 5.19% | +0.20% | +0.97% | |
| 5 | AMT | American Tower CORP | 股票-房地产 | 4.42% | +0.71% | +22.87% | |
| 6 | SPG | Simon Property Group INC | 股票-房地产 | 4.18% | +0.23% | +6.40% | |
| 7 | AMH | American Homes 4 Rent- A | 股票-房地产 | 4.01% | +0.08% | +18.90% | |
| 8 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 3.46% | -0.22% | -3.85% | |
| 9 | EQR | Equity Residential | 股票-房地产 | 3.37% | -0.14% | +3.83% | |
| 10 | LXP | Lxp Industrial Trust | 股票-其他 | 3.34% | -0.06% | +6.88% | |
| 11 | OUT | Outfront Media INC | 股票-其他 | 3.28% | -0.10% | -10.64% | |
| 12 | COLD | Americold Realty Trust INC | 股票-房地产 | 3.15% | -0.35% | +2.32% | |
| 13 | VTR | Ventas INC | 股票-房地产 | 3.11% | -1.21% | -30.88% | |
| 14 | SBRA | Sabra Health Care Reit INC | 股票-房地产 | 2.91% | +0.23% | +8.22% | |
| 15 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 2.77% | -0.57% | -11.27% | |
| 16 | FCPT | Four Corners Property Trust | 股票-房地产 | 2.40% | +1.08% | +79.89% | |
| 17 | KRG | Kite Realty Group Trust | 股票-房地产 | 2.30% | -0.66% | -23.07% | |
| 18 | AVB | Avalonbay Communities INC | 股票-房地产 | 2.23% | -0.19% | +3.57% | |
| 19 | ADC | Agree Realty CORP | 股票-房地产 | 2.14% | +0.19% | +6.70% | |
| 20 | CUBE | Cubesmart | 股票-房地产 | 1.87% | +0.31% | +19.52% | |
| 21 | ESRT | Empire State Realty Trust-a | 股票-其他 | 1.86% | +0.42% | +63.98% | |
| 22 | UDR | Udr INC | 股票-房地产 | 1.83% | -0.13% | +2.83% | |
| 23 | ELS | Equity Lifestyle Properties | 股票-房地产 | 1.82% | -0.03% | -3.08% | |
| 24 | VICI | Vici Properties INC | 股票-房地产 | 1.74% | -0.21% | -6.76% | |
| 25 | HST | Host Hotels & Resorts INC | 股票-房地产 | 1.54% | +0.39% | +25.68% | |
| 26 | FRT | Federal Realty Invs Trust | 股票-房地产 | 1.48% | +0.03% | -1.60% | |
| 27 | REXR | Rexford Industrial Realty In | 股票-房地产 | 1.27% | +1.27% | NEW | |
| 28 | NNN | Nnn Reit INC | 股票-房地产 | 1.23% | +0.27% | +22.85% | |
| 29 | DLR | Digital Realty Trust INC | 股票-房地产 | 1.03% | -1.47% | -64.30% | |
| 30 | BXP | Bxp INC | 股票-房地产 | 1.00% | +0.34% | +98.45% | |
| 31 | INVH | Invitation Homes INC | 股票-房地产 | 0.66% | -0.01% | +10.34% | |
| 32 | DOC | Healthpeak Properties INC | 股票-房地产 | 0.35% | +0.01% | — | |
| 33 | O | Realty Income CORP | 股票-房地产 | 0.34% | -1.33% | -81.01% | |
| 34 | SUI | Sun Communities INC | 股票-房地产 | 0.26% | — | — | |
| 35 | ESS | Essex Property Trust INC | 股票-房地产 | 0.23% | -0.02% | — | |
| 36 | CURB | Curbline Properties CORP | 股票-其他 | 0.22% | -0.51% | -72.00% | |
| 37 | REG | Regency Centers CORP | 股票-房地产 | 0.08% | — | — | |
| 38 | SBAC | Sba Communications CORP | 股票-房地产 | 0.05% | -0.03% | -22.28% | |
| 39 | JAN | Janus Living INC Cl-a-1 | 股票-其他 | 0.05% | +0.05% | NEW | |
| 40 | KRC | Kilroy Realty CORP | 股票-房地产 | 0.04% | -0.01% | — | |
| 41 | WY | Weyerhaeuser Co | 股票-房地产 | 0.03% | — | — | |
| 42 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.01% | -0.01% | -11.61% | |
| 43 | CCI | Crown Castle INC | 股票-房地产 | 0.01% | -0.01% | -47.95% | |
| 44 | STAG | Stag Industrial INC | 股票-房地产 | 0.01% | — | +0.15% | |
| 45 | FR | First Industrial Realty Tr | 股票-房地产 | 0.01% | -1.80% | -99.60% | |
| 46 | LINE | Lineage INC | 股票-其他 | — | -0.01% | -46.87% | |
| 47 | IVT | Inventrust Properties CORP | 股票-其他 | — | — | -52.84% | |
| 48 | CUZ | Cousins Properties INC | 股票-房地产 | — | — | NEW |
Q3 2026表现
+7%
近4个季度表现
+25.1%
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 48 | US$25.3亿 | 20 | |
| 2025-12-31 | 48 | US$25.0亿 | 27 | |
| 2025-09-30 | 44 | US$25.5亿 | 36 | |
| 2025-06-30 | 44 | US$24.4亿 | 0 | |
| 2025-03-31 | 47 | US$22.8亿 | 100 | |
| 2024-12-31 | 44 | US$23.7亿 | 0 | |
| 2024-09-30 | 44 | US$26.1亿 | 0 | |
| 2024-06-30 | 45 | US$23.4亿 | 0 | |
| 2024-03-31 | 47 | US$24.2亿 | 0 | |
| 2023-12-31 | 45 | US$25.3亿 | 0 | |
| 2023-09-30 | 58 | US$22.4亿 | 0 | |
| 2023-06-30 | 56 | US$25.3亿 | 0 | |
| 2023-03-31 | 57 | US$25.2亿 | 0 | |
| 2022-12-31 | 57 | US$24.4亿 | 0 | |
| 2022-09-30 | 57 | US$23.2亿 | 0 | |
| 2022-06-30 | 63 | US$26.8亿 | 0 | |
| 2022-03-31 | 62 | US$31.3亿 | 0 | |
| 2021-12-31 | 59 | US$33.6亿 | 0 | |
| 2021-09-30 | 58 | US$30.8亿 | 0 | |
| 2021-06-30 | 56 | US$32.1亿 | 100 | |
| 2021-03-31 | 53 | US$31.6亿 | 31 | |
| 2020-12-31 | 56 | US$31.7亿 | 38 | |
| 2020-09-30 | 50 | US$30.0亿 | 16 | |
| 2020-06-30 | 50 | US$30.1亿 | 37 | |
| 2020-03-31 | 47 | US$26.0亿 | 59 | |
| 2019-12-31 | 47 | US$37.6亿 | 21 | |
| 2019-09-30 | 49 | US$39.1亿 | 24 | |
| 2019-06-30 | 55 | US$37.1亿 | 28 | |
| 2019-03-31 | 55 | US$38.9亿 | 37 | |
| 2018-12-31 | 53 | US$36.7亿 | 45 | |
| 2018-09-30 | 50 | US$46.0亿 | 15 | |
| 2018-06-30 | 50 | US$48.6亿 | 15 | |
| 2018-03-31 | 51 | US$49.4亿 | 26 | |
| 2017-12-31 | 46 | US$60.5亿 | 19 | |
| 2017-09-30 | 45 | US$65.5亿 | 28 | |
| 2017-06-30 | 41 | US$79.0亿 | 11 | |
| 2017-03-31 | 43 | US$85.6亿 | 32 | |
| 2016-12-31 | 45 | US$95.1亿 | 23 | |
| 2016-09-30 | 52 | US$104.7亿 | 23 | |
| 2016-06-30 | 52 | US$106.3亿 | 15 | |
| 2016-03-31 | 53 | US$99.6亿 | 17 | |
| 2015-12-31 | 58 | US$90.3亿 | 16 | |
| 2015-09-30 | 62 | US$85.0亿 | 29 | |
| 2015-06-30 | 54 | US$82.6亿 | 18 | |
| 2015-03-31 | 52 | US$88.1亿 | 23 | |
| 2014-12-31 | 52 | US$79.3亿 | 23 | |
| 2014-09-30 | 43 | US$70.3亿 | 12 | |
| 2014-06-30 | 44 | US$66.1亿 | 17 | |
| 2014-03-31 | 45 | US$64.7亿 | 25 | |
| 2013-12-31 | 47 | US$58.5亿 | 12 | |
| 2013-09-30 | 45 | US$60.5亿 | 16 | |
| 2013-06-30 | 42 | US$64.7亿 | — |
Lasalle Investment Management Securities LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Rexford Industrial Realty In (REXR); 清仓: Diamondrock Hospitality Co (DRH); 清仓: Copt Defense Properties (CDP); 清仓: Extra Space Storage INC (EXR); 新建仓: Janus Living INC Cl-a-1 (JAN).