Institutional
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
CIK 0001085601
$2.53B
Reported AUM
48
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · LASALLE INVESTMENT MANAGEMENT SECURITIES LLC · Q1 2026
AI · grounded in 13F
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC established a new position in Rexford Industrial Realty Inc REXR valued at $32.1M. The fund increased its holdings in Four Corners Property Trust FCPT by 79.9% and Empire State Realty Trust Inc ESRT by 64%. Conversely, it trimmed positions in First Industrial Realty Trust Inc FR by 99.6% and Realty Income Corp O by 81%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $1008.02 | -2.59% | 33.91% | 31.71% | $319.4M | 12.63% | — | HELD |
| 2 | WELL | WELLTOWER INC | $241.01 | -1.05% | 48.77% | 212.50% | $239.7M | 9.48% | — | HELD |
| 3 | PLD | PROLOGIS INC | $145.51 | -1.09% | 42.93% | 24.58% | $166.5M | 6.58% | — | HELD |
| 4 | PSA | PUBLIC STORAGE | $329.44 | -0.31% | 23.03% | 26.73% | $131.3M | 5.19% | — | HELD |
| 5 | AMT | AMERICAN TOWER CORP | $179.30 | 4.55% | -14.19% | -29.88% | $111.9M | 4.42% | — | HELD |
| 6 | SPG | SIMON PROPERTY GROUP INC | $235.61 | -0.46% | 54.32% | 129.76% | $105.8M | 4.18% | — | HELD |
| 7 | AMH | AMERICAN HOMES 4 RENT | $33.71 | -0.21% | -0.79% | -8.39% | $101.5M | 4.01% | — | HELD |
| 8 | GLPI | GAMING AND LEISURE PROP INC | $46.01 | 0.35% | 6.73% | 28.25% | $87.6M | 3.46% | — | HELD |
| 9 | EQR | EQUITY RESIDENTIAL | $68.85 | 1.12% | 14.67% | -0.35% | $85.3M | 3.37% | — | HELD |
| 10 | LXP | LXP INDUSTRIAL TRUST | $60.67 | -0.30% | 65.75% | 16.32% | $84.6M | 3.34% | — | HELD |
| 11 | OUT | OUTFRONT MEDIA INC | $32.64 | 0.49% | 98.12% | 80.25% | $83.0M | 3.28% | — | HELD |
| 12 | COLD | AMERICOLD REALTY TRUST | $14.77 | 1.16% | 0.89% | -50.60% | $79.8M | 3.15% | — | HELD |
| 13 | VTR | VENTAS INC | $97.72 | -0.43% | 48.72% | 106.83% | $78.8M | 3.11% | — | HELD |
| 14 | SBRA | SABRA HEALTHCARE REIT INC | $22.05 | -0.94% | 29.11% | 102.91% | $73.5M | 2.91% | — | HELD |
| 15 | ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $53.77 | -0.43% | -23.69% | -66.91% | $70.2M | 2.77% | — | HELD |
| 16 | FCPT | FOUR CORNERS PROPERTY TRUST | $26.33 | 1.31% | 9.73% | 20.40% | $60.7M | 2.40% | — | HELD |
| 17 | KRG | KITE REALTY GROUP TRUST | $28.85 | -0.79% | 40.43% | 79.17% | $58.2M | 2.30% | — | HELD |
| 18 | AVB | AVALONBAY COMMUNITIES INC | $192.45 | 1.08% | 8.49% | -0.38% | $56.3M | 2.23% | — | HELD |
| 19 | ADC | AGREE REALTY CORP | $80.39 | -0.90% | 14.79% | 34.51% | $54.3M | 2.14% | — | HELD |
| 20 | CUBE | CUBESMART | $42.43 | -0.16% | 12.61% | -0.48% | $47.3M | 1.87% | — | HELD |
| 21 | ESRT | EMPIRE STATE REALTY TRUST INC | $5.80 | 2.47% | -17.03% | -38.29% | $47.1M | 1.86% | — | HELD |
| 22 | UDR | UDR INC | $39.72 | 1.85% | 6.88% | -10.81% | $46.3M | 1.83% | — | HELD |
| 23 | ELS | EQUITY LIFESTYLE PROPERTIES INC | $67.65 | 2.47% | 15.33% | -9.30% | $46.1M | 1.82% | — | HELD |
| 24 | VICI | VICI PROPERTIES INC | $27.13 | 0.11% | -12.76% | 15.10% | $44.1M | 1.74% | — | HELD |
| 25 | HST | HOST HOTELS & RESORTS INC | $25.54 | 0.27% | 77.99% | 95.80% | $38.9M | 1.54% | — | HELD |
| 26 | FRT | FEDERAL REALTY INVESTMENT TRUST | $125.78 | -0.27% | 44.82% | 27.37% | $37.5M | 1.48% | — | HELD |
| 27 | REXR | REXFORD INDUSTRIAL REALTY INC | $38.69 | -0.10% | 12.95% | -26.34% | $32.1M | 1.27% | — | HELD |
| 28 | NNN | NNN REIT INC | $48.85 | -0.77% | 21.38% | 32.26% | $31.1M | 1.23% | — | HELD |
| 29 | DLR | DIGITAL REALTY TRUST INC | $188.18 | -2.59% | 15.42% | 39.79% | $26.0M | 1.03% | — | HELD |
| 30 | BXP | BXP INC | $72.97 | 4.30% | 19.54% | -15.11% | $25.3M | 1.00% | — | HELD |
| 31 | INVH | INVITATION HOMES INC | $30.11 | 0.20% | — | — | $16.6M | 0.66% | — | HELD |
| 32 | DOC | HEALTHPEAK PROPERTIES INC | $22.48 | -1.49% | — | — | $8.8M | 0.35% | — | HELD |
| 33 | O | REALTY INCOME CORP | $65.54 | -0.29% | — | — | $8.6M | 0.34% | — | HELD |
| 34 | SUI | SUN COMMUNITIES INC | $127.94 | 3.10% | — | — | $6.7M | 0.26% | — | HELD |
| 35 | ESS | ESSEX PROPERTY TRUST INC | $296.80 | 0.77% | — | — | $5.7M | 0.23% | — | HELD |
| 36 | CURB | CURBLINE PROPERTIES CORP | $30.70 | -3.00% | — | — | $5.7M | 0.22% | — | HELD |
| 37 | REG | REGENCY CENTERS CORP | $81.11 | 0.17% | — | — | $2.2M | 0.08% | — | HELD |
| 38 | SBAC | SBA COMMUNICATIONS CORP | $186.29 | 6.49% | — | — | $1.4M | 0.05% | — | HELD |
| 39 | JAN | JANUS LIVING INC | $31.36 | -0.92% | — | — | $1.3M | 0.05% | — | HELD |
| 40 | KRC | KILROY REALTY CORP | $39.44 | 2.02% | — | — | $996K | 0.04% | — | HELD |
| 41 | WY | WEYERHAEUSER CO | $24.45 | -0.65% | — | — | $771K | 0.03% | — | HELD |
| 42 | LAMR | LAMAR ADVERTISING CO | $164.33 | 1.31% | — | — | $363K | 0.01% | — | HELD |
| 43 | CCI | CROWN CASTLE INTL CORP | $79.09 | 4.41% | — | — | $294K | 0.01% | — | HELD |
| 44 | STAG | STAG INDUSTRIAL INC | $38.91 | -4.44% | — | — | $239K | 0.01% | — | HELD |
| 45 | FR | FIRST INDUSTRIAL REALTY TRUST INC | $65.33 | -1.28% | — | — | $183K | 0.01% | — | HELD |
| 46 | LINE | LINEAGE INC | $44.34 | 4.06% | — | — | $117K | 0.00% | — | HELD |
| 47 | IVT | INVENTRUST PROPERTIES CORP | $35.78 | -0.67% | — | — | $56K | 0.00% | — | HELD |
| 48 | CUZ | COUSINS PROPERTIES INC | $32.30 | 1.86% | — | — | $21K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001085601-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.