Lasalle Investment Management Securities LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Lasalle Investment Management Securities LLC reported 44 stock positions worth $2.4 billion. Its top holding was Equinix (EQIX) at 10.8% of the portfolio, followed by Welltower (WELL, 7.7%) and Prologis (PLD, 5.9%). Compared with Q3 2024, it opened 5 new positions, sold out of 5, added to 16 and reduced 18. The biggest buy was a new position in Outfront Media (OUT) and the biggest sale Healthpeak Properties (DOC, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0001085601
- Portfolio Value
- $2.4B (Q4 2024)
- SEC Filing
- 0001085601-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 44 stocks · $2.4B
| EQIX Equinix Inc. | 10.81% | 271,425 | $255.9M | Reduce -2.5% |
| WELL Welltower Inc. | 7.67% | 1,439,634 | $181.4M | Add +7.2% |
| PLD Prologis Inc. | 5.89% | 1,319,847 | $139.5M | Reduce -7.0% |
| PSA Public Storage | 5.56% | 439,589 | $131.6M | Reduce -7.8% |
| O Realty Income Corp. | 5.49% | 2,432,712 | $129.9M | Add +8.6% |
| DLR Digital Realty Trust Inc. | 5.39% | 719,924 | $127.7M | Reduce -20.9% |
| AMT American Tower Corp. | 5.10% | 658,067 | $120.7M | Add +6.4% |
| SPG Simon Property Group Inc. | 3.95% | 542,381 | $93.4M | Reduce -1.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 3.76% | 3,047,469 | $89.0M | Add +3.3% |
| INVH Invitation Homes Inc. | 3.56% | 2,634,406 | $84.2M | Reduce -4.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.52% | 1,161,137 | $83.3M | Add +79.1% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.32% | 638,436 | $78.5M | Add +49.0% |
| COLD Americold Realty Trust Inc. | 3.24% | 3,586,563 | $76.8M | Add +85.7% |
| AVB Avalonbay Communities Inc. | 2.94% | 316,082 | $69.5M | Reduce -38.5% |
| FR First Industrial Realty TR | 2.88% | 1,359,892 | $68.2M | Reduce -6.8% |
| GLPI Gaming and Leisure Propertie | 2.83% | 1,390,429 | $67.0M | Reduce -12.4% |
| ARE Alexandria Real Estate Equit | 2.41% | 585,280 | $57.1M | Add +33.8% |
| UDR Udr Inc. | 2.38% | 1,298,590 | $56.4M | Reduce -18.5% |
| OUT Outfront Media Inc. | 2.36% | 3,146,553 | $55.8M | New |
| NTST Netstreit Corp. | 2.06% | 3,449,229 | $48.8M | Add +30.8% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 1.79% | 611,275 | $42.4M | Add +1.0% |
| EXR Extra Space Storage Inc. | 1.51% | 239,044 | $35.8M | Reduce -0.3% |
| KIM Kimco Realty Corp. | 1.37% | 1,382,396 | $32.4M | Reduce -24.9% |
| HR Healthcare Realty Trust Inc. | 1.33% | 1,852,412 | $31.4M | New |
| HST Host Hotels & Resorts Inc. | 1.06% | 1,427,492 | $25.0M | Reduce -14.6% |
| LXP LXP Industrial Trust | 1.00% | 2,904,962 | $23.6M | Add +12.4% |
| VTR Ventas Inc. | 0.92% | 369,695 | $21.8M | Reduce -1.7% |
| REG Regency Centers Corp. | 0.78% | 250,448 | $18.5M | Add +31.7% |
| CURB Curbline Properties Corp. | 0.74% | 753,237 | $17.5M | New |
| CDP Copt Defense Properties | 0.71% | 544,664 | $16.9M | Add +0.9% |
| ADC Agree Realty Corp. | 0.62% | 208,820 | $14.7M | Add +9.5% |
| HIW Highwoods Properties Inc. | 0.49% | 379,331 | $11.6M | New |
| DRH Diamondrock Hospitality Co. | 0.42% | 1,105,375 | $10.0M | New |
| ESS Essex Property Trust Inc. | 0.42% | 34,415 | $9.8M | No change |
| CUZ Cousins Properties Inc. | 0.40% | 307,953 | $9.4M | Reduce -52.0% |
| DOC Healthpeak Properties Inc. | 0.40% | 461,465 | $9.4M | Reduce -86.9% |
| SBAC SBA Communications Corp. | 0.38% | 43,924 | $9.0M | Add +36.8% |
| CCI Crown Castle Inc. | 0.19% | 50,724 | $4.6M | Reduce -33.1% |
| CUBE Cubesmart | 0.16% | 90,100 | $3.9M | No change |
| FRT Federal Realty Invs Trust | 0.07% | 15,464 | $1.7M | No change |
| KRC Kilroy Realty Corp. | 0.06% | 35,300 | $1.4M | No change |
| WY Weyerhaeuser Co. | 0.04% | 32,327 | $910K | Add +48.6% |
| LAMR Lamar Advertising Co. Class A | 0.01% | 2,885 | $351K | Reduce -16.2% |
| SBRA Sabra Health Care REIT Inc. | 0.00% | 271 | $5K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| DOC Healthpeak Properties Inc. | Reduce -86.9% | 0.40% | −2.69 |
| OUT Outfront Media Inc. | Sold out | 0.00% | −2.17 |
| AVB Avalonbay Communities Inc. | Reduce -38.5% | 2.94% | −1.49 |
| ROIC Retail Opportunity Investmen | Sold out | 0.00% | −1.09 |
| PSA Public Storage | Reduce -7.8% | 5.56% | −1.07 |
| PLD Prologis Inc. | Reduce -7.0% | 5.89% | −0.96 |
| BNL Broadstone Net Lease Inc. | Sold out | 0.00% | −0.75 |
| PK Park Hotels & Resorts Inc. | Sold out | 0.00% | −0.44 |
| UDR Udr Inc. | Reduce -18.5% | 2.38% | −0.38 |
| CUZ Cousins Properties Inc. | Reduce -52.0% | 0.40% | −0.33 |
| GLPI Gaming and Leisure Propertie | Reduce -12.4% | 2.83% | −0.30 |
| KIM Kimco Realty Corp. | Reduce -24.9% | 1.37% | −0.27 |
| FR First Industrial Realty TR | Reduce -6.8% | 2.88% | −0.24 |
| DLR Digital Realty Trust Inc. | Reduce -20.9% | 5.39% | −0.24 |
| INVH Invitation Homes Inc. | Reduce -4.6% | 3.56% | −0.17 |
| CCI Crown Castle Inc. | Reduce -33.1% | 0.19% | −0.15 |
| EXR Extra Space Storage Inc. | Reduce -0.3% | 1.51% | −0.14 |
| HST Host Hotels & Resorts Inc. | Reduce -14.6% | 1.06% | −0.07 |
| VTR Ventas Inc. | Reduce -1.7% | 0.92% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Reduce -16.2% | 0.01% | −0.00 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.00 |
| SPG Simon Property Group Inc. | Reduce -1.7% | 3.95% | +0.38 |
| EQIX Equinix Inc. | Reduce -2.5% | 10.81% | +1.36 |
Portfolio Buys Q3 2024 → Q4 2024
| OUT Outfront Media Inc. | New | 2.36% | +2.36 |
| VMRK Vivmark Residential | Add +79.1% | 3.52% | +1.67 |
| HR Healthcare Realty Trust Inc. | New | 1.33% | +1.33 |
| COLD Americold Realty Trust Inc. | Add +85.7% | 3.24% | +1.15 |
| SUI Sun Communities Inc. | Add +49.0% | 3.32% | +1.10 |
| WELL Welltower Inc. | Add +7.2% | 7.67% | +1.09 |
| CURB Curbline Properties Corp. | New | 0.74% | +0.74 |
| HIW Highwoods Properties Inc. | New | 0.49% | +0.49 |
| ARE Alexandria Real Estate Equit | Add +33.8% | 2.41% | +0.43 |
| DRH Diamondrock Hospitality Co. | New | 0.42% | +0.42 |
| NTST Netstreit Corp. | Add +30.8% | 2.06% | +0.39 |
| REG Regency Centers Corp. | Add +31.7% | 0.78% | +0.26 |
| CDP Copt Defense Properties | Add +0.9% | 0.71% | +0.09 |
| SBAC SBA Communications Corp. | Add +36.8% | 0.38% | +0.08 |
| ADC Agree Realty Corp. | Add +9.5% | 0.62% | +0.07 |
| O Realty Income Corp. | Add +8.6% | 5.49% | +0.06 |
| WY Weyerhaeuser Co. | Add +48.6% | 0.04% | +0.01 |
| VICI Vici Properties Inc. | Add +3.3% | 3.76% | +0.00 |
| LXP LXP Industrial Trust | Add +12.4% | 1.00% | +0.00 |
| NHI Natl Health Investors Inc. | Add +1.0% | 1.79% | −0.16 |
| AMT American Tower Corp. | Add +6.4% | 5.10% | −0.40 |
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 |