Lasalle Investment Management Securities LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Lasalle Investment Management Securities LLC reported 44 stock positions worth $2.4 billion. Its top holding was Equinix (EQIX) at 9.7% of the portfolio, followed by Welltower (WELL, 8.9%) and Prologis (PLD, 5.9%). Compared with Q1 2025, it sold out of 3, added to 25 and reduced 16. The biggest buy was Omega Healthcare Investors (OHI, shares +165%) and the biggest sale Kimco Realty (KIM, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0001085601
- Portfolio Value
- $2.4B (Q2 2025)
- SEC Filing
- 0001085601-25-000007 ↗ filed Aug 12, 2025
Holdings Value
Holdings 44 stocks · $2.4B
| EQIX Equinix Inc. | 9.69% | 297,878 | $237.0M | Add +17.9% |
| WELL Welltower Inc. | 8.95% | 1,422,499 | $218.7M | Add +9.4% |
| PLD Prologis Inc. | 5.94% | 1,380,308 | $145.1M | Add +2.5% |
| O Realty Income Corp. | 4.84% | 2,053,316 | $118.3M | Reduce -4.8% |
| PSA Public Storage | 4.72% | 393,580 | $115.5M | Add +6.7% |
| AMT American Tower Corp. | 4.31% | 476,512 | $105.3M | Add +1.0% |
| COLD Americold Realty Trust Inc. | 4.23% | 6,212,971 | $103.3M | Add +78.2% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.86% | 746,432 | $94.4M | Add +27.6% |
| DLR Digital Realty Trust Inc. | 3.75% | 526,229 | $91.7M | Reduce -3.1% |
| ARE Alexandria Real Estate Equit | 3.49% | 1,175,406 | $85.4M | Add +89.2% |
| OHI Omega Healthcare Investors | 3.47% | 2,312,891 | $84.8M | Add +165.5% |
| SPG Simon Property Group Inc. | 3.38% | 514,060 | $82.6M | Add +10.8% |
| GLPI Gaming and Leisure Propertie | 3.22% | 1,686,630 | $78.7M | Add +17.0% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.19% | 1,156,167 | $78.0M | Reduce -5.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 3.14% | 2,354,650 | $76.8M | Reduce -7.1% |
| LXP LXP Industrial Trust | 3.10% | 9,177,887 | $75.8M | Add +44.4% |
| NTST Netstreit Corp. | 2.66% | 3,836,565 | $65.0M | Add +13.8% |
| OUT Outfront Media Inc. | 2.62% | 3,925,402 | $64.1M | Add +24.0% |
| AVB Avalonbay Communities Inc. | 2.59% | 310,736 | $63.2M | Add +0.8% |
| AMH American Homes 4 Rent- A | 2.42% | 1,640,678 | $59.2M | Reduce -1.0% |
| UDR Udr Inc. | 1.92% | 1,147,995 | $46.9M | Reduce -8.7% |
| NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC | 1.58% | 552,453 | $38.7M | Reduce -5.3% |
| CUBE Cubesmart | 1.29% | 742,053 | $31.5M | Reduce -8.6% |
| FR First Industrial Realty TR | 1.28% | 651,411 | $31.4M | Add +2.0% |
| EXR Extra Space Storage Inc. | 1.21% | 199,786 | $29.5M | Reduce -0.0% |
| HST Host Hotels & Resorts Inc. | 1.18% | 1,874,145 | $28.8M | Add +22.7% |
| FRT Federal Realty Invs Trust | 1.15% | 296,392 | $28.2M | Add +1816.7% |
| CURB Curbline Properties Corp. | 1.08% | 1,160,181 | $26.5M | Add +92.5% |
| BXP BXP Inc. | 0.96% | 346,291 | $23.4M | Add +1.9% |
| KRG Kite Realty Group Trust | 0.94% | 1,015,324 | $23.0M | Reduce -24.5% |
| CDP Copt Defense Properties | 0.79% | 703,998 | $19.4M | Add +16.5% |
| ADC Agree Realty Corp. | 0.62% | 205,936 | $15.0M | Reduce -1.1% |
| INVH Invitation Homes Inc. | 0.55% | 413,397 | $13.6M | No change |
| DRH Diamondrock Hospitality Co. | 0.41% | 1,299,074 | $10.0M | Add +17.5% |
| DOC Healthpeak Properties Inc. | 0.34% | 474,091 | $8.3M | Add +2.7% |
| VTR Ventas Inc. | 0.32% | 125,729 | $7.9M | Reduce -68.9% |
| ESS Essex Property Trust Inc. | 0.27% | 23,605 | $6.7M | Reduce -31.4% |
| KIM Kimco Realty Corp. | 0.22% | 261,563 | $5.5M | Reduce -83.8% |
| SBAC SBA Communications Corp. | 0.11% | 11,236 | $2.6M | Reduce -24.3% |
| REG Regency Centers Corp. | 0.08% | 28,418 | $2.0M | No change |
| KRC Kilroy Realty Corp. | 0.05% | 35,300 | $1.2M | No change |
| WY Weyerhaeuser Co. | 0.03% | 31,568 | $811K | Reduce -0.4% |
| CCI Crown Castle Inc. | 0.02% | 5,003 | $514K | Add +120.9% |
| LAMR Lamar Advertising Co. Class A | 0.02% | 3,418 | $415K | Add +10.4% |
Portfolio Sells Q1 2025 → Q2 2025
| KIM Kimco Realty Corp. | Reduce -83.8% | 0.22% | −1.28 |
| VTR Ventas Inc. | Reduce -68.9% | 0.32% | −0.89 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.73 |
| VMRK Vivmark Residential | Reduce -5.8% | 3.19% | −0.65 |
| O Realty Income Corp. | Reduce -4.8% | 4.84% | −0.64 |
| UDR Udr Inc. | Reduce -8.7% | 1.92% | −0.57 |
| HIW Highwoods Properties Inc. | Sold out | 0.00% | −0.49 |
| VICI Vici Properties Inc. | Reduce -7.1% | 3.14% | −0.48 |
| KRG Kite Realty Group Trust | Reduce -24.5% | 0.94% | −0.38 |
| AMH American Homes 4 Rent- A | Reduce -1.0% | 2.42% | −0.32 |
| NHI Natl Health Investors Inc. | Reduce -5.3% | 1.58% | −0.30 |
| CUBE Cubesmart | Reduce -8.6% | 1.29% | −0.23 |
| ESS Essex Property Trust Inc. | Reduce -31.4% | 0.27% | −0.19 |
| EXR Extra Space Storage Inc. | Reduce -0.0% | 1.21% | −0.09 |
| ADC Agree Realty Corp. | Reduce -1.1% | 0.62% | −0.09 |
| SBAC SBA Communications Corp. | Reduce -24.3% | 0.11% | −0.03 |
| WY Weyerhaeuser Co. | Reduce -0.4% | 0.03% | −0.01 |
| HR Healthcare Realty Trust Inc. | Sold out | 0.00% | −0.00 |
| DLR Digital Realty Trust Inc. | Reduce -3.1% | 3.75% | +0.35 |
Portfolio Buys Q1 2025 → Q2 2025
| OHI Omega Healthcare Investors | Add +165.5% | 3.47% | +2.02 |
| FRT Federal Realty Invs Trust | Add +1816.7% | 1.15% | +1.09 |
| ARE Alexandria Real Estate Equit | Add +89.2% | 3.49% | +0.98 |
| COLD Americold Realty Trust Inc. | Add +78.2% | 4.23% | +0.95 |
| LXP LXP Industrial Trust | Add +44.4% | 3.10% | +0.69 |
| EQIX Equinix Inc. | Add +17.9% | 9.69% | +0.68 |
| SUI Sun Communities Inc. | Add +27.6% | 3.86% | +0.57 |
| CURB Curbline Properties Corp. | Add +92.5% | 1.08% | +0.45 |
| OUT Outfront Media Inc. | Add +24.0% | 2.62% | +0.38 |
| NTST Netstreit Corp. | Add +13.8% | 2.66% | +0.32 |
| HST Host Hotels & Resorts Inc. | Add +22.7% | 1.18% | +0.23 |
| WELL Welltower Inc. | Add +9.4% | 8.95% | +0.22 |
| CDP Copt Defense Properties | Add +16.5% | 0.79% | +0.07 |
| DRH Diamondrock Hospitality Co. | Add +17.5% | 0.41% | +0.03 |
| CCI Crown Castle Inc. | Add +120.9% | 0.02% | +0.01 |
| GLPI Gaming and Leisure Propertie | Add +17.0% | 3.22% | +0.01 |
| SPG Simon Property Group Inc. | Add +10.8% | 3.38% | +0.01 |
| LAMR Lamar Advertising Co. Class A | Add +10.4% | 0.02% | +0.00 |
| BXP BXP Inc. | Add +1.9% | 0.96% | −0.04 |
| DOC Healthpeak Properties Inc. | Add +2.7% | 0.34% | −0.07 |
| PSA Public Storage | Add +6.7% | 4.72% | −0.11 |
| AMT American Tower Corp. | Add +1.0% | 4.31% | −0.19 |
| FR First Industrial Realty TR | Add +2.0% | 1.28% | −0.23 |
| AVB Avalonbay Communities Inc. | Add +0.8% | 2.59% | −0.31 |
| PLD Prologis Inc. | Add +2.5% | 5.94% | −0.65 |
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 |