Lasalle Investment Management Securities LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Lasalle Investment Management Securities LLC reported 44 stock positions worth $2.5 billion. Its top holding was Equinix (EQIX) at 10.0% of the portfolio, followed by Welltower (WELL, 8.3%) and Prologis (PLD, 6.0%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 21 and reduced 17. The biggest buy was Ventas (VTR, shares +1135%) and the biggest sale Sun Communities (SUI, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0001085601
- Portfolio Value
- $2.5B (Q3 2025)
- SEC Filing
- 0001085601-25-000011 ↗ filed Nov 12, 2025
Holdings Value
Holdings 44 stocks · $2.5B
| EQIX Equinix Inc. | 9.99% | 324,851 | $254.4M | Add +9.1% |
| WELL Welltower Inc. | 8.35% | 1,193,287 | $212.6M | Reduce -16.1% |
| PLD Prologis Inc. | 6.04% | 1,343,379 | $153.8M | Reduce -2.7% |
| PSA Public Storage | 5.70% | 502,173 | $145.1M | Add +27.6% |
| VTR Ventas Inc. | 4.27% | 1,552,880 | $108.7M | Add +1135.1% |
| ARE Alexandria Real Estate Equit | 3.89% | 1,187,579 | $99.0M | Add +1.0% |
| AMH American Homes 4 Rent- A | 3.77% | 2,888,809 | $96.1M | Add +76.1% |
| SPG Simon Property Group Inc. | 3.73% | 506,392 | $95.0M | Reduce -1.5% |
| AMT American Tower Corp. | 3.65% | 483,316 | $93.0M | Add +1.4% |
| GLPI Gaming and Leisure Propertie | 3.52% | 1,920,846 | $89.5M | Add +13.9% |
| DLR Digital Realty Trust Inc. | 3.49% | 514,710 | $89.0M | Reduce -2.2% |
| O Realty Income Corp. | 3.46% | 1,451,542 | $88.2M | Reduce -29.3% |
| LXP LXP Industrial Trust | 3.43% | 9,756,056 | $87.4M | Add +6.3% |
| COLD Americold Realty Trust Inc. | 3.34% | 6,955,290 | $85.1M | Add +11.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 2.98% | 1,173,086 | $75.9M | Add +1.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 2.84% | 2,214,477 | $72.2M | Reduce -6.0% |
| OHI Omega Healthcare Investors | 2.80% | 1,691,009 | $71.4M | Reduce -26.9% |
| OUT Outfront Media Inc. | 2.66% | 3,699,279 | $67.8M | Reduce -5.8% |
| KRG Kite Realty Group Trust | 2.47% | 2,815,190 | $62.8M | Add +177.3% |
| AVB Avalonbay Communities Inc. | 2.43% | 320,841 | $62.0M | Add +3.3% |
| ELS Equity Lifestyle Properties | 2.00% | 837,066 | $50.8M | New |
| UDR Udr Inc. | 1.81% | 1,235,105 | $46.0M | Add +7.6% |
| ADC Agree Realty Corp. | 1.77% | 635,405 | $45.1M | Add +208.5% |
| CUBE Cubesmart | 1.68% | 1,049,164 | $42.7M | Add +41.4% |
| FR First Industrial Realty TR | 1.48% | 733,289 | $37.7M | Add +12.6% |
| NTST Netstreit Corp. | 1.14% | 1,606,352 | $29.0M | Reduce -58.1% |
| HST Host Hotels & Resorts Inc. | 1.11% | 1,657,054 | $28.2M | Reduce -11.6% |
| FRT Federal Realty Invs Trust | 1.10% | 277,443 | $28.1M | Reduce -6.4% |
| CURB Curbline Properties Corp. | 1.02% | 1,169,131 | $26.1M | Add +0.8% |
| BXP BXP Inc. | 0.79% | 268,935 | $20.0M | Reduce -22.3% |
| INVH Invitation Homes Inc. | 0.55% | 473,333 | $13.9M | Add +14.5% |
| CDP Copt Defense Properties | 0.50% | 440,637 | $12.8M | Reduce -37.4% |
| ESRT Empire State Realty Trust-A | 0.46% | 1,517,295 | $11.6M | New |
| DRH Diamondrock Hospitality Co. | 0.41% | 1,303,629 | $10.4M | Add +0.3% |
| DOC Healthpeak Properties Inc. | 0.40% | 533,956 | $10.2M | Add +12.6% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.27% | 53,134 | $6.9M | Reduce -92.9% |
| ESS Essex Property Trust Inc. | 0.25% | 23,605 | $6.3M | No change |
| EXR Extra Space Storage Inc. | 0.18% | 32,796 | $4.6M | Reduce -83.6% |
| REG Regency Centers Corp. | 0.08% | 28,418 | $2.1M | No change |
| SBAC SBA Communications Corp. | 0.08% | 10,188 | $2.0M | Reduce -9.3% |
| KRC Kilroy Realty Corp. | 0.06% | 35,300 | $1.5M | No change |
| WY Weyerhaeuser Co. | 0.03% | 31,568 | $783K | No change |
| CCI Crown Castle Inc. | 0.02% | 5,014 | $484K | Add +0.2% |
| LAMR Lamar Advertising Co. Class A | 0.01% | 2,993 | $366K | Reduce -12.4% |
Portfolio Sells Q2 2025 → Q3 2025
| SUI Sun Communities Inc. | Reduce -92.9% | 0.27% | −3.59 |
| NHI Natl Health Investors Inc. | Sold out | 0.00% | −1.58 |
| NTST Netstreit Corp. | Reduce -58.1% | 1.14% | −1.52 |
| O Realty Income Corp. | Reduce -29.3% | 3.46% | −1.37 |
| EXR Extra Space Storage Inc. | Reduce -83.6% | 0.18% | −1.02 |
| OHI Omega Healthcare Investors | Reduce -26.9% | 2.80% | −0.66 |
| WELL Welltower Inc. | Reduce -16.1% | 8.35% | −0.60 |
| VICI Vici Properties Inc. | Reduce -6.0% | 2.84% | −0.30 |
| CDP Copt Defense Properties | Reduce -37.4% | 0.50% | −0.29 |
| DLR Digital Realty Trust Inc. | Reduce -2.2% | 3.49% | −0.26 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.22 |
| BXP BXP Inc. | Reduce -22.3% | 0.79% | −0.17 |
| HST Host Hotels & Resorts Inc. | Reduce -11.6% | 1.11% | −0.07 |
| FRT Federal Realty Invs Trust | Reduce -6.4% | 1.10% | −0.05 |
| SBAC SBA Communications Corp. | Reduce -9.3% | 0.08% | −0.03 |
| LAMR Lamar Advertising Co. Class A | Reduce -12.4% | 0.01% | −0.00 |
| OUT Outfront Media Inc. | Reduce -5.8% | 2.66% | +0.04 |
| PLD Prologis Inc. | Reduce -2.7% | 6.04% | +0.11 |
| SPG Simon Property Group Inc. | Reduce -1.5% | 3.73% | +0.35 |
Portfolio Buys Q2 2025 → Q3 2025
| VTR Ventas Inc. | Add +1135.1% | 4.27% | +3.94 |
| ELS Equity Lifestyle Properties | New | 2.00% | +2.00 |
| KRG Kite Realty Group Trust | Add +177.3% | 2.47% | +1.52 |
| AMH American Homes 4 Rent- A | Add +76.1% | 3.77% | +1.35 |
| ADC Agree Realty Corp. | Add +208.5% | 1.77% | +1.16 |
| PSA Public Storage | Add +27.6% | 5.70% | +0.97 |
| ESRT Empire State Realty Trust-A | New | 0.46% | +0.46 |
| ARE Alexandria Real Estate Equit | Add +1.0% | 3.89% | +0.39 |
| CUBE Cubesmart | Add +41.4% | 1.68% | +0.39 |
| LXP LXP Industrial Trust | Add +6.3% | 3.43% | +0.33 |
| EQIX Equinix Inc. | Add +9.1% | 9.99% | +0.30 |
| GLPI Gaming and Leisure Propertie | Add +13.9% | 3.52% | +0.30 |
| FR First Industrial Realty TR | Add +12.6% | 1.48% | +0.20 |
| DOC Healthpeak Properties Inc. | Add +12.6% | 0.40% | +0.06 |
| DRH Diamondrock Hospitality Co. | Add +0.3% | 0.41% | +0.00 |
| CCI Crown Castle Inc. | Add +0.2% | 0.02% | −0.00 |
| INVH Invitation Homes Inc. | Add +14.5% | 0.55% | −0.01 |
| CURB Curbline Properties Corp. | Add +0.8% | 1.02% | −0.06 |
| UDR Udr Inc. | Add +7.6% | 1.81% | −0.11 |
| AVB Avalonbay Communities Inc. | Add +3.3% | 2.43% | −0.15 |
| VMRK Vivmark Residential | Add +1.5% | 2.98% | −0.21 |
| AMT American Tower Corp. | Add +1.4% | 3.65% | −0.66 |
| COLD Americold Realty Trust Inc. | Add +11.9% | 3.34% | −0.88 |
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 |