Lasalle Investment Management Securities LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Lasalle Investment Management Securities LLC reported 44 stock positions worth $2.8 billion. Its top holding was Equinix (EQIX) at 11.7% of the portfolio, followed by Welltower (WELL, 10.2%) and Prologis (PLD, 5.5%). Compared with Q1 2026, it opened 2 new positions, sold out of 6, added to 17 and reduced 21. The biggest buy was Rexford Industrial Realty (REXR, shares +195%) and the biggest sale Alexandria Real Estate Equit (ARE, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0001085601
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001085601-26-000006 ↗ filed Aug 12, 2026
Holdings Value
Holdings 44 stocks · $2.8B
| EQIX Equinix Inc. | 11.68% | 314,999 | $328.4M | Reduce -3.3% |
| WELL Welltower Inc. | 10.22% | 1,265,520 | $287.2M | Add +4.4% |
| PLD Prologis Inc. | 5.51% | 1,142,538 | $154.8M | Reduce -9.3% |
| PSA Public Storage | 5.25% | 463,395 | $147.5M | Reduce -4.4% |
| SPG Simon Property Group Inc. | 4.44% | 557,363 | $124.7M | Reduce -1.7% |
| AMH American Homes 4 Rent- A | 4.30% | 3,604,114 | $120.8M | Reduce -0.8% |
| AMT American Tower Corp. | 4.05% | 695,301 | $113.7M | Add +7.3% |
| GLPI Gaming and Leisure Propertie | 3.66% | 2,309,247 | $102.8M | Add +17.0% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.65% | 1,508,797 | $102.5M | Add +4.6% |
| REXR Rexford Industrial Realty Inc. | 3.45% | 2,897,201 | $97.1M | Add +195.4% |
| CUBE Cubesmart | 3.32% | 2,343,438 | $93.2M | Add +81.5% |
| OUT Outfront Media Inc. | 3.07% | 2,637,699 | $86.4M | Reduce -15.8% |
| SBRA Sabra Health Care REIT Inc. | 2.97% | 4,278,884 | $83.5M | Add +11.9% |
| COLD Americold Realty Trust Inc. | 2.89% | 5,170,246 | $81.3M | Reduce -25.7% |
| ESRT Empire State Realty Trust-A | 2.52% | 13,105,447 | $70.9M | Add +44.7% |
| FCPT Four Corners Property Trust | 2.48% | 2,834,942 | $69.6M | Add +10.5% |
| ADC Agree Realty Corp. | 2.47% | 915,004 | $69.3M | Add +27.1% |
| AVB Avalonbay Communities Inc. | 2.44% | 363,590 | $68.6M | Add +5.5% |
| ELS Equity Lifestyle Properties | 2.30% | 1,002,286 | $64.6M | Add +35.7% |
| VTR Ventas Inc. | 2.23% | 704,366 | $62.5M | Reduce -26.9% |
| KIM Kimco Realty Corp. | 2.04% | 2,259,243 | $57.3M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.82% | 1,924,930 | $51.1M | Add +19.2% |
| NHP National Healthcare Properti | 1.75% | 3,351,644 | $49.1M | New |
| UDR Udr Inc. | 1.63% | 1,144,865 | $45.7M | Reduce -16.4% |
| LXP LXP Industrial Trust | 1.59% | 827,272 | $44.6M | Reduce -54.8% |
| BXP BXP Inc. | 1.09% | 462,991 | $30.7M | Reduce -5.0% |
| HST Host Hotels & Resorts Inc. | 1.03% | 1,217,417 | $28.9M | Reduce -40.0% |
| DLR Digital Realty Trust Inc. | 0.95% | 148,822 | $26.7M | Add +3.3% |
| REG Regency Centers Corp. | 0.85% | 300,484 | $24.0M | Add +957.4% |
| NNN NNN REIT Inc. | 0.85% | 512,634 | $23.9M | Reduce -30.8% |
| ARE Alexandria Real Estate Equit | 0.77% | 407,553 | $21.5M | Reduce -73.0% |
| INVH Invitation Homes Inc. | 0.72% | 668,065 | $20.2M | No change |
| KRG Kite Realty Group Trust | 0.47% | 460,663 | $13.1M | Reduce -80.6% |
| DOC Healthpeak Properties Inc. | 0.41% | 533,956 | $11.4M | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.40% | 93,665 | $11.2M | Add +76.3% |
| O Realty Income Corp. | 0.34% | 153,881 | $9.5M | Add +9.4% |
| ESS Essex Property Trust Inc. | 0.24% | 23,605 | $6.9M | No change |
| FRT Federal Realty Invs Trust | 0.07% | 15,464 | $1.9M | Reduce -95.6% |
| SBAC SBA Communications Corp. | 0.05% | 7,899 | $1.4M | Reduce -2.1% |
| KRC Kilroy Realty Corp. | 0.05% | 35,300 | $1.3M | No change |
| WY Weyerhaeuser Co. | 0.03% | 30,975 | $742K | Reduce -1.9% |
| CCI Crown Castle Inc. | 0.00% | 1,248 | $95K | Reduce -65.5% |
| LINE Lineage Inc. | 0.00% | 1,469 | $64K | Reduce -58.9% |
| CUZ Cousins Properties Inc. | 0.00% | 791 | $24K | Reduce -14.8% |
Portfolio Sells Q1 2026 → Q2 2026
| ARE Alexandria Real Estate Equit | Reduce -73.0% | 0.77% | −2.01 |
| KRG Kite Realty Group Trust | Reduce -80.6% | 0.47% | −1.83 |
| LXP LXP Industrial Trust | Reduce -54.8% | 1.59% | −1.76 |
| FRT Federal Realty Invs Trust | Reduce -95.6% | 0.07% | −1.41 |
| PLD Prologis Inc. | Reduce -9.3% | 5.51% | −1.07 |
| EQIX Equinix Inc. | Reduce -3.3% | 11.68% | −0.94 |
| VTR Ventas Inc. | Reduce -26.9% | 2.23% | −0.89 |
| HST Host Hotels & Resorts Inc. | Reduce -40.0% | 1.03% | −0.51 |
| NNN NNN REIT Inc. | Reduce -30.8% | 0.85% | −0.38 |
| COLD Americold Realty Trust Inc. | Reduce -25.7% | 2.89% | −0.26 |
| CURB Curbline Properties Corp. | Sold out | 0.00% | −0.22 |
| OUT Outfront Media Inc. | Reduce -15.8% | 3.07% | −0.21 |
| UDR Udr Inc. | Reduce -16.4% | 1.63% | −0.20 |
| JAN Janus Living Inc. Class-A-1 | Sold out | 0.00% | −0.05 |
| LAMR Lamar Advertising Co. Class A | Sold out | 0.00% | −0.01 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.01 |
| CCI Crown Castle Inc. | Reduce -65.5% | 0.00% | −0.01 |
| FR First Industrial Realty TR | Sold out | 0.00% | −0.01 |
| SBAC SBA Communications Corp. | Reduce -2.1% | 0.05% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -1.9% | 0.03% | −0.00 |
| LINE Lineage Inc. | Reduce -58.9% | 0.00% | −0.00 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.00 |
| CUZ Cousins Properties Inc. | Reduce -14.8% | 0.00% | 0.00 |
| PSA Public Storage | Reduce -4.4% | 5.25% | +0.06 |
| BXP BXP Inc. | Reduce -5.0% | 1.09% | +0.09 |
| SPG Simon Property Group Inc. | Reduce -1.7% | 4.44% | +0.25 |
| AMH American Homes 4 Rent- A | Reduce -0.8% | 4.30% | +0.29 |
Portfolio Buys Q1 2026 → Q2 2026
| REXR Rexford Industrial Realty Inc. | Add +195.4% | 3.45% | +2.18 |
| KIM Kimco Realty Corp. | New | 2.04% | +2.04 |
| NHP National Healthcare Properti | New | 1.75% | +1.75 |
| CUBE Cubesmart | Add +81.5% | 3.32% | +1.45 |
| REG Regency Centers Corp. | Add +957.4% | 0.85% | +0.77 |
| WELL Welltower Inc. | Add +4.4% | 10.22% | +0.74 |
| ESRT Empire State Realty Trust-A | Add +44.7% | 2.52% | +0.66 |
| ELS Equity Lifestyle Properties | Add +35.7% | 2.30% | +0.48 |
| ADC Agree Realty Corp. | Add +27.1% | 2.47% | +0.32 |
| VMRK Vivmark Residential | Add +4.6% | 3.65% | +0.27 |
| AVB Avalonbay Communities Inc. | Add +5.5% | 2.44% | +0.22 |
| GLPI Gaming and Leisure Propertie | Add +17.0% | 3.66% | +0.20 |
| SUI Sun Communities Inc. | Add +76.3% | 0.40% | +0.14 |
| FCPT Four Corners Property Trust | Add +10.5% | 2.48% | +0.08 |
| VICI Vici Properties Inc. | Add +19.2% | 1.82% | +0.07 |
| SBRA Sabra Health Care REIT Inc. | Add +11.9% | 2.97% | +0.06 |
| O Realty Income Corp. | Add +9.4% | 0.34% | −0.00 |
| DLR Digital Realty Trust Inc. | Add +3.3% | 0.95% | −0.07 |
| AMT American Tower Corp. | Add +7.3% | 4.05% | −0.38 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $2.8B | EQIX, WELL, PLD, PSA, SPG |
| Q1 2026 | 48 | $2.5B | EQIX, WELL, PLD, PSA, AMT |
| Q4 2025 | 48 | $2.5B | EQIX, WELL, PLD, PSA, VTR |
| Q3 2025 | 44 | $2.5B | EQIX, WELL, PLD, PSA, VTR |
| Q2 2025 | 44 | $2.4B | EQIX, WELL, PLD, O, PSA |
| Q1 2025 | 47 | $2.3B | EQIX, WELL, PLD, O, PSA |
| Q4 2024 | 44 | $2.4B | EQIX, WELL, PLD, PSA, O |
| Q3 2024 | 44 | $2.6B | EQIX, PLD, PSA, WELL, DLR |
| Q2 2024 | 45 | $2.3B | EQIX, PLD, PSA, DLR, O |
| Q1 2024 | 47 | $2.4B | PLD, PSA, EQIX, DLR, O |