Lasalle Investment Management Securities LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Lasalle Investment Management Securities LLC reported 47 stock positions worth $2.3 billion. Its top holding was Equinix (EQIX) at 9.0% of the portfolio, followed by Welltower (WELL, 8.7%) and Prologis (PLD, 6.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 12 and reduced 24. The biggest buy was a new position in American Homes 4 Rent- A (AMH) and the biggest sale Invitation Homes (INVH, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0001085601
- Portfolio Value
- $2.3B (Q1 2025)
- SEC Filing
- 0001085601-25-000004 ↗ filed May 14, 2025
Holdings Value
Holdings 47 stocks · $2.3B
| EQIX Equinix Inc. | 9.01% | 252,543 | $205.9M | Reduce -7.0% |
| WELL Welltower Inc. | 8.72% | 1,300,615 | $199.3M | Reduce -9.7% |
| PLD Prologis Inc. | 6.59% | 1,346,773 | $150.6M | Add +2.0% |
| O Realty Income Corp. | 5.48% | 2,156,530 | $125.1M | Reduce -11.3% |
| PSA Public Storage | 4.83% | 368,946 | $110.4M | Reduce -16.1% |
| AMT American Tower Corp. | 4.49% | 471,808 | $102.7M | Reduce -28.3% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.84% | 1,226,797 | $87.8M | Add +5.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 3.62% | 2,534,831 | $82.7M | Reduce -16.8% |
| DLR Digital Realty Trust Inc. | 3.41% | 543,141 | $77.8M | Reduce -24.6% |
| SPG Simon Property Group Inc. | 3.37% | 463,862 | $77.0M | Reduce -14.5% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.29% | 584,843 | $75.2M | Reduce -8.4% |
| COLD Americold Realty Trust Inc. | 3.27% | 3,486,162 | $74.8M | Reduce -2.8% |
| GLPI Gaming and Leisure Propertie | 3.21% | 1,441,778 | $73.4M | Add +3.7% |
| AVB Avalonbay Communities Inc. | 2.90% | 308,334 | $66.2M | Reduce -2.5% |
| AMH American Homes 4 Rent- A | 2.74% | 1,657,807 | $62.7M | New |
| ARE Alexandria Real Estate Equit | 2.52% | 621,170 | $57.5M | Add +6.1% |
| UDR Udr Inc. | 2.49% | 1,257,359 | $56.8M | Reduce -3.2% |
| LXP LXP Industrial Trust | 2.41% | 6,355,052 | $55.0M | Add +118.8% |
| NTST Netstreit Corp. | 2.34% | 3,371,585 | $53.4M | Reduce -2.3% |
| OUT Outfront Media Inc. | 2.24% | 3,166,450 | $51.1M | Add +0.6% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 1.89% | 583,247 | $43.1M | Reduce -4.6% |
| CUBE Cubesmart | 1.52% | 812,175 | $34.7M | Add +801.4% |
| FR First Industrial Realty TR | 1.51% | 638,780 | $34.5M | Reduce -53.0% |
| KIM Kimco Realty Corp. | 1.50% | 1,616,932 | $34.3M | Add +17.0% |
| OHI Omega Healthcare Investors | 1.45% | 871,199 | $33.2M | New |
| KRG Kite Realty Group Trust | 1.32% | 1,344,593 | $30.1M | New |
| EXR Extra Space Storage Inc. | 1.30% | 199,807 | $29.7M | Reduce -16.4% |
| VTR Ventas Inc. | 1.22% | 404,668 | $27.8M | Add +9.5% |
| BXP BXP Inc. | 1.00% | 339,735 | $22.8M | New |
| HST Host Hotels & Resorts Inc. | 0.95% | 1,527,417 | $21.7M | Add +7.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.73% | 194,144 | $16.7M | New |
| CDP Copt Defense Properties | 0.72% | 604,171 | $16.5M | Add +10.9% |
| ADC Agree Realty Corp. | 0.70% | 208,247 | $16.1M | Reduce -0.3% |
| CURB Curbline Properties Corp. | 0.64% | 602,651 | $14.6M | Reduce -20.0% |
| INVH Invitation Homes Inc. | 0.63% | 413,397 | $14.4M | Reduce -84.3% |
| HIW Highwoods Properties Inc. | 0.49% | 379,331 | $11.2M | No change |
| ESS Essex Property Trust Inc. | 0.46% | 34,415 | $10.6M | No change |
| DOC Healthpeak Properties Inc. | 0.41% | 461,465 | $9.3M | No change |
| DRH Diamondrock Hospitality Co. | 0.37% | 1,105,375 | $8.5M | No change |
| SBAC SBA Communications Corp. | 0.14% | 14,836 | $3.3M | Reduce -66.2% |
| REG Regency Centers Corp. | 0.09% | 28,418 | $2.1M | Reduce -88.7% |
| FRT Federal Realty Invs Trust | 0.07% | 15,464 | $1.5M | No change |
| KRC Kilroy Realty Corp. | 0.05% | 35,300 | $1.2M | No change |
| WY Weyerhaeuser Co. | 0.04% | 31,690 | $928K | Reduce -2.0% |
| LAMR Lamar Advertising Co. Class A | 0.02% | 3,097 | $352K | Add +7.3% |
| CCI Crown Castle Inc. | 0.01% | 2,265 | $236K | Reduce -95.5% |
| HR Healthcare Realty Trust Inc. | 0.00% | 172 | $3K | Reduce -100.0% |
Portfolio Sells Q4 2024 → Q1 2025
| INVH Invitation Homes Inc. | Reduce -84.3% | 0.63% | −2.93 |
| DLR Digital Realty Trust Inc. | Reduce -24.6% | 3.41% | −1.99 |
| EQIX Equinix Inc. | Reduce -7.0% | 9.01% | −1.80 |
| FR First Industrial Realty TR | Reduce -53.0% | 1.51% | −1.37 |
| HR Healthcare Realty Trust Inc. | Reduce -100.0% | 0.00% | −1.33 |
| PSA Public Storage | Reduce -16.1% | 4.83% | −0.73 |
| REG Regency Centers Corp. | Reduce -88.7% | 0.09% | −0.69 |
| AMT American Tower Corp. | Reduce -28.3% | 4.49% | −0.61 |
| SPG Simon Property Group Inc. | Reduce -14.5% | 3.37% | −0.57 |
| CUZ Cousins Properties Inc. | Sold out | 0.00% | −0.40 |
| SBAC SBA Communications Corp. | Reduce -66.2% | 0.14% | −0.24 |
| EXR Extra Space Storage Inc. | Reduce -16.4% | 1.30% | −0.21 |
| CCI Crown Castle Inc. | Reduce -95.5% | 0.01% | −0.18 |
| VICI Vici Properties Inc. | Reduce -16.8% | 3.62% | −0.14 |
| CURB Curbline Properties Corp. | Reduce -20.0% | 0.64% | −0.10 |
| AVB Avalonbay Communities Inc. | Reduce -2.5% | 2.90% | −0.04 |
| SUI Sun Communities Inc. | Reduce -8.4% | 3.29% | −0.02 |
| O Realty Income Corp. | Reduce -11.3% | 5.48% | −0.01 |
| SBRA Sabra Health Care REIT Inc. | Sold out | 0.00% | −0.00 |
| WY Weyerhaeuser Co. | Reduce -2.0% | 0.04% | +0.00 |
| COLD Americold Realty Trust Inc. | Reduce -2.8% | 3.27% | +0.03 |
| ADC Agree Realty Corp. | Reduce -0.3% | 0.70% | +0.08 |
| NHI Natl Health Investors Inc. | Reduce -4.6% | 1.89% | +0.10 |
| UDR Udr Inc. | Reduce -3.2% | 2.49% | +0.10 |
| NTST Netstreit Corp. | Reduce -2.3% | 2.34% | +0.28 |
| WELL Welltower Inc. | Reduce -9.7% | 8.72% | +1.06 |
Portfolio Buys Q4 2024 → Q1 2025
| AMH American Homes 4 Rent- A | New | 2.74% | +2.74 |
| OHI Omega Healthcare Investors | New | 1.45% | +1.45 |
| LXP LXP Industrial Trust | Add +118.8% | 2.41% | +1.41 |
| CUBE Cubesmart | Add +801.4% | 1.52% | +1.36 |
| KRG Kite Realty Group Trust | New | 1.32% | +1.32 |
| BXP BXP Inc. | New | 1.00% | +1.00 |
| IRM Iron Mountain Inc. | New | 0.73% | +0.73 |
| PLD Prologis Inc. | Add +2.0% | 6.59% | +0.70 |
| GLPI Gaming and Leisure Propertie | Add +3.7% | 3.21% | +0.38 |
| VMRK Vivmark Residential | Add +5.7% | 3.84% | +0.32 |
| VTR Ventas Inc. | Add +9.5% | 1.22% | +0.30 |
| KIM Kimco Realty Corp. | Add +17.0% | 1.50% | +0.13 |
| ARE Alexandria Real Estate Equit | Add +6.1% | 2.52% | +0.10 |
| CDP Copt Defense Properties | Add +10.9% | 0.72% | +0.01 |
| LAMR Lamar Advertising Co. Class A | Add +7.3% | 0.02% | +0.00 |
| HST Host Hotels & Resorts Inc. | Add +7.0% | 0.95% | −0.11 |
| OUT Outfront Media Inc. | Add +0.6% | 2.24% | −0.12 |
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 |