Q4 2025 · 13F-HR
LASALLE INVESTMENT MANAGEMENT SECURITIES LLCholdings as filed
Filed 2026-02-10 · accession 0001085601-26-000001
$2.50B
Reported value
48
Positions
2025-12-31
Period end
The Brief · LASALLE INVESTMENT MANAGEMENT SECURITIES LLC · Q4 2025
AI · grounded in 13F
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC established a new position in EQIX valued at $244.7M. The fund also initiated new stakes in WELL for $211.7M and PLD for $160.9M. Additional new positions include PSA at $124.6M and VTR at $107.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 29444U700 | EQIX | EQUINIX INC | $244.7M | 9.80% | 319,385 | Common | NONE |
| 95040Q104 | WELL | WELLTOWER INC | $211.7M | 8.48% | 1,140,399 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC | $160.9M | 6.44% | 1,260,576 | Common | NONE |
| 74460D109 | PSA | PUBLIC STORAGE | $124.6M | 4.99% | 479,993 | Common | NONE |
| 92276F100 | VTR | VENTAS INC | $107.8M | 4.32% | 1,393,670 | Common | NONE |
| 828806109 | SPG | SIMON PROPERTY GROUP INC | $98.7M | 3.95% | 533,003 | Common | NONE |
| 02665T306 | AMH | AMERICAN HOMES 4 RENT | $98.1M | 3.93% | 3,056,123 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $92.6M | 3.71% | 527,616 | Common | SOLE |
| 36467J108 | GLPI | GAMING AND LEISURE PROP INC | $91.8M | 3.67% | 2,053,320 | Common | NONE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $87.6M | 3.51% | 1,389,244 | Common | NONE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST | $87.5M | 3.50% | 6,804,956 | Common | NONE |
| 529043408 | LXP | LXP INDUSTRIAL TRUST | $84.8M | 3.40% | 1,710,791 | Common | NONE |
| 69007J304 | OUT | OUTFRONT MEDIA INC | $84.5M | 3.38% | 3,506,182 | Common | NONE |
| 015271109 | ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $83.4M | 3.34% | 1,703,228 | Common | NONE |
| 49803T300 | KRG | KITE REALTY GROUP TRUST | $73.8M | 2.96% | 3,080,378 | Common | NONE |
| 78573L106 | SBRA | SABRA HEALTHCARE REIT INC | $66.9M | 2.68% | 3,534,217 | Common | NONE |
| 253868103 | DLR | DIGITAL REALTY TRUST INC | $62.4M | 2.50% | 403,427 | Common | NONE |
| 053484101 | AVB | AVALONBAY COMMUNITIES INC | $60.4M | 2.42% | 332,878 | Common | NONE |
| 902653104 | UDR | UDR INC | $48.9M | 1.96% | 1,332,292 | Common | NONE |
| 925652109 | VICI | VICI PROPERTIES INC | $48.7M | 1.95% | 1,732,642 | Common | NONE |
| 008492100 | ADC | AGREE REALTY CORP | $48.6M | 1.95% | 674,524 | Common | NONE |
| 29472R108 | ELS | EQUITY LIFESTYLE PROPERTIES INC | $46.2M | 1.85% | 761,971 | Common | NONE |
| 32054K103 | FR | FIRST INDUSTRIAL REALTY TRUST INC | $45.1M | 1.81% | 787,764 | Common | NONE |
| 756109104 | O | REALTY INCOME CORP | $41.8M | 1.67% | 741,120 | Common | NONE |
| 229663109 | CUBE | CUBESMART | $38.9M | 1.56% | 1,080,351 | Common | NONE |
| 313745101 | FRT | FEDERAL REALTY INVESTMENT TRUST | $36.2M | 1.45% | 358,931 | Common | NONE |
| 292104106 | ESRT | EMPIRE STATE REALTY TRUST INC | $36.0M | 1.44% | 5,524,484 | Common | NONE |
| 35086T109 | FCPT | FOUR CORNERS PROPERTY TRUST | $32.9M | 1.32% | 1,426,241 | Common | NONE |
| 44107P104 | HST | HOST HOTELS & RESORTS INC | $28.6M | 1.15% | 1,615,578 | Common | NONE |
| 637417106 | NNN | NNN REIT INC | $23.9M | 0.96% | 603,176 | Common | NONE |
| 23128Q101 | CURB | CURBLINE PROPERTIES CORP | $18.3M | 0.73% | 786,623 | Common | NONE |
| 46187W107 | INVH | INVITATION HOMES INC | $16.8M | 0.67% | 605,488 | Common | SOLE |
| 101121101 | BXP | BXP INC | $16.6M | 0.66% | 245,440 | Common | NONE |
| 252784301 | DRH | DIAMONDROCK HOSPITALITY CO | $10.1M | 0.41% | 1,130,355 | Common | NONE |
| 42250P103 | DOC | HEALTHPEAK PROPERTIES INC | $8.6M | 0.34% | 533,956 | Common | SOLE |
| 866674104 | SUI | SUN COMMUNITIES INC | $6.6M | 0.26% | 53,134 | Common | SOLE |
| 297178105 | ESS | ESSEX PROPERTY TRUST INC | $6.2M | 0.25% | 23,605 | Common | SOLE |
| 22002T108 | CDP | COPT DEFENSE PROPERTIES | $5.2M | 0.21% | 185,258 | Common | NONE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $3.0M | 0.12% | 23,416 | Common | NONE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP | $2.0M | 0.08% | 10,380 | Common | SOLE |
| 758849103 | REG | REGENCY CENTERS CORP | $2.0M | 0.08% | 28,418 | Common | SOLE |
| 49427F108 | KRC | KILROY REALTY CORP | $1.3M | 0.05% | 35,300 | Common | SOLE |
| 962166104 | WY | WEYERHAEUSER CO | $747,846 | 0.03% | 31,568 | Common | SOLE |
| 22822V101 | CCI | CROWN CASTLE INTL CORP | $618,269 | 0.02% | 6,957 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO | $409,866 | 0.02% | 3,238 | Common | SOLE |
| 85254J102 | STAG | STAG INDUSTRIAL INC | $243,020 | 0.01% | 6,611 | Common | SOLE |
| 53566V106 | LINE | LINEAGE INC | $235,655 | 0.01% | 6,733 | Common | SOLE |
| 46124J201 | IVT | INVENTRUST PROPERTIES CORP | $110,245 | 0.00% | 3,908 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.