Lasalle Investment Management Securities LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Lasalle Investment Management Securities LLC reported 48 stock positions worth $2.5 billion. Its top holding was Equinix (EQIX) at 12.6% of the portfolio, followed by Welltower (WELL, 9.5%) and Prologis (PLD, 6.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 21 and reduced 18. The biggest buy was Equinix (EQIX, shares +2%) and the biggest sale First Industrial Realty TR (FR, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0001085601
- Portfolio Value
- $2.5B (Q1 2026)
- SEC Filing
- 0001085601-26-000004 ↗ filed May 13, 2026
Holdings Value
Holdings 48 stocks · $2.5B
| EQIX Equinix Inc. | 12.63% | 325,873 | $319.4M | Add +2.0% |
| WELL Welltower Inc. | 9.48% | 1,212,631 | $239.7M | Add +6.3% |
| PLD Prologis Inc. | 6.58% | 1,259,766 | $166.5M | Reduce -0.1% |
| PSA Public Storage | 5.19% | 484,663 | $131.3M | Add +1.0% |
| AMT American Tower Corp. | 4.42% | 648,257 | $111.9M | Add +22.9% |
| SPG Simon Property Group Inc. | 4.18% | 567,093 | $105.8M | Add +6.4% |
| AMH American Homes 4 Rent- A | 4.01% | 3,633,873 | $101.5M | Add +18.9% |
| GLPI Gaming and Leisure Propertie | 3.46% | 1,974,314 | $87.6M | Reduce -3.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.37% | 1,442,422 | $85.3M | Add +3.8% |
| LXP LXP Industrial Trust | 3.34% | 1,828,528 | $84.6M | Add +6.9% |
| OUT Outfront Media Inc. | 3.28% | 3,133,027 | $83.0M | Reduce -10.6% |
| COLD Americold Realty Trust Inc. | 3.15% | 6,962,583 | $79.8M | Add +2.3% |
| VTR Ventas Inc. | 3.11% | 963,351 | $78.8M | Reduce -30.9% |
| SBRA Sabra Health Care REIT Inc. | 2.91% | 3,824,622 | $73.5M | Add +8.2% |
| ARE Alexandria Real Estate Equit | 2.77% | 1,511,273 | $70.2M | Reduce -11.3% |
| FCPT Four Corners Property Trust | 2.40% | 2,565,734 | $60.7M | Add +79.9% |
| KRG Kite Realty Group Trust | 2.30% | 2,369,854 | $58.2M | Reduce -23.1% |
| AVB Avalonbay Communities Inc. | 2.23% | 344,766 | $56.3M | Add +3.6% |
| ADC Agree Realty Corp. | 2.14% | 719,719 | $54.3M | Add +6.7% |
| CUBE Cubesmart | 1.87% | 1,291,212 | $47.3M | Add +19.5% |
| ESRT Empire State Realty Trust-A | 1.86% | 9,058,860 | $47.1M | Add +64.0% |
| UDR Udr Inc. | 1.83% | 1,370,031 | $46.3M | Add +2.8% |
| ELS Equity Lifestyle Properties | 1.82% | 738,531 | $46.1M | Reduce -3.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.74% | 1,615,438 | $44.1M | Reduce -6.8% |
| HST Host Hotels & Resorts Inc. | 1.54% | 2,030,396 | $38.9M | Add +25.7% |
| FRT Federal Realty Invs Trust | 1.48% | 353,194 | $37.5M | Reduce -1.6% |
| REXR Rexford Industrial Realty Inc. | 1.27% | 980,672 | $32.1M | New |
| NNN NNN REIT Inc. | 1.23% | 741,012 | $31.1M | Add +22.9% |
| DLR Digital Realty Trust Inc. | 1.03% | 144,014 | $26.0M | Reduce -64.3% |
| BXP BXP Inc. | 1.00% | 487,084 | $25.3M | Add +98.5% |
| INVH Invitation Homes Inc. | 0.66% | 668,065 | $16.6M | Add +10.3% |
| DOC Healthpeak Properties Inc. | 0.35% | 533,956 | $8.8M | No change |
| O Realty Income Corp. | 0.34% | 140,705 | $8.6M | Reduce -81.0% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.26% | 53,134 | $6.7M | No change |
| ESS Essex Property Trust Inc. | 0.23% | 23,605 | $5.7M | No change |
| CURB Curbline Properties Corp. | 0.22% | 220,275 | $5.7M | Reduce -72.0% |
| REG Regency Centers Corp. | 0.09% | 28,418 | $2.2M | No change |
| SBAC SBA Communications Corp. | 0.05% | 8,067 | $1.4M | Reduce -22.3% |
| JAN Janus Living Inc. Class-A-1 | 0.05% | 57,182 | $1.3M | New |
| KRC Kilroy Realty Corp. | 0.04% | 35,300 | $996K | No change |
| WY Weyerhaeuser Co. | 0.03% | 31,568 | $771K | No change |
| LAMR Lamar Advertising Co. Class A | 0.01% | 2,862 | $363K | Reduce -11.6% |
| CCI Crown Castle Inc. | 0.01% | 3,621 | $294K | Reduce -48.0% |
| STAG Stag Industrial Inc. | 0.01% | 6,621 | $239K | Add +0.1% |
| FR First Industrial Realty TR | 0.01% | 3,159 | $183K | Reduce -99.6% |
| LINE Lineage Inc. | 0.00% | 3,577 | $117K | Reduce -46.9% |
| IVT Inventrust Properties Corp. | 0.00% | 1,843 | $56K | Reduce -52.8% |
| CUZ Cousins Properties Inc. | 0.00% | 929 | $21K | New |
Portfolio Sells Q4 2025 → Q1 2026
| FR First Industrial Realty TR | Reduce -99.6% | 0.01% | −1.80 |
| DLR Digital Realty Trust Inc. | Reduce -64.3% | 1.03% | −1.47 |
| O Realty Income Corp. | Reduce -81.0% | 0.34% | −1.33 |
| VTR Ventas Inc. | Reduce -30.9% | 3.11% | −1.21 |
| KRG Kite Realty Group Trust | Reduce -23.1% | 2.30% | −0.66 |
| ARE Alexandria Real Estate Equit | Reduce -11.3% | 2.77% | −0.57 |
| CURB Curbline Properties Corp. | Reduce -72.0% | 0.22% | −0.51 |
| DRH Diamondrock Hospitality Co. | Sold out | 0.00% | −0.41 |
| GLPI Gaming and Leisure Propertie | Reduce -3.9% | 3.46% | −0.21 |
| VICI Vici Properties Inc. | Reduce -6.8% | 1.74% | −0.21 |
| CDP Copt Defense Properties | Sold out | 0.00% | −0.21 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.12 |
| OUT Outfront Media Inc. | Reduce -10.6% | 3.28% | −0.10 |
| ELS Equity Lifestyle Properties | Reduce -3.1% | 1.82% | −0.03 |
| SBAC SBA Communications Corp. | Reduce -22.3% | 0.05% | −0.03 |
| CCI Crown Castle Inc. | Reduce -48.0% | 0.01% | −0.01 |
| LINE Lineage Inc. | Reduce -46.9% | 0.00% | −0.00 |
| IVT Inventrust Properties Corp. | Reduce -52.8% | 0.00% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Reduce -11.6% | 0.01% | −0.00 |
| FRT Federal Realty Invs Trust | Reduce -1.6% | 1.48% | +0.03 |
| PLD Prologis Inc. | Reduce -0.1% | 6.58% | +0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| EQIX Equinix Inc. | Add +2.0% | 12.63% | +2.83 |
| REXR Rexford Industrial Realty Inc. | New | 1.27% | +1.27 |
| FCPT Four Corners Property Trust | Add +79.9% | 2.40% | +1.08 |
| WELL Welltower Inc. | Add +6.3% | 9.48% | +1.00 |
| AMT American Tower Corp. | Add +22.9% | 4.42% | +0.71 |
| ESRT Empire State Realty Trust-A | Add +64.0% | 1.86% | +0.42 |
| HST Host Hotels & Resorts Inc. | Add +25.7% | 1.54% | +0.39 |
| BXP BXP Inc. | Add +98.5% | 1.00% | +0.34 |
| CUBE Cubesmart | Add +19.5% | 1.87% | +0.31 |
| NNN NNN REIT Inc. | Add +22.9% | 1.23% | +0.27 |
| SPG Simon Property Group Inc. | Add +6.4% | 4.18% | +0.23 |
| SBRA Sabra Health Care REIT Inc. | Add +8.2% | 2.91% | +0.23 |
| PSA Public Storage | Add +1.0% | 5.19% | +0.20 |
| ADC Agree Realty Corp. | Add +6.7% | 2.14% | +0.20 |
| AMH American Homes 4 Rent- A | Add +18.9% | 4.01% | +0.08 |
| JAN Janus Living Inc. Class-A-1 | New | 0.05% | +0.05 |
| CUZ Cousins Properties Inc. | New | 0.00% | +0.00 |
| STAG Stag Industrial Inc. | Add +0.1% | 0.01% | −0.00 |
| INVH Invitation Homes Inc. | Add +10.3% | 0.66% | −0.02 |
| LXP LXP Industrial Trust | Add +6.9% | 3.34% | −0.05 |
| UDR Udr Inc. | Add +2.8% | 1.83% | −0.13 |
| VMRK Vivmark Residential | Add +3.8% | 3.37% | −0.14 |
| AVB Avalonbay Communities Inc. | Add +3.6% | 2.23% | −0.19 |
| COLD Americold Realty Trust Inc. | Add +2.3% | 3.15% | −0.35 |
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 |