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
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $319.4M | 12.63% | +6,488 | +2.0% |
| 2 | WELL | WELLTOWER INC | $239.7M | 9.48% | +72,232 | +6.3% |
| 3 | PLD | PROLOGIS INC | $166.5M | 6.58% | -810 | -0.1% |
| 4 | PSA | PUBLIC STORAGE | $131.3M | 5.19% | +4,670 | +1.0% |
| 5 | AMT | AMERICAN TOWER CORP | $111.9M | 4.42% | +120,641 | +22.9% |
| 6 | SPG | SIMON PROPERTY GROUP INC | $105.8M | 4.18% | +34,090 | +6.4% |
| 7 | AMH | AMERICAN HOMES 4 RENT | $101.5M | 4.01% | +577,750 | +18.9% |
| 8 | GLPI | GAMING AND LEISURE PROP INC | $87.6M | 3.46% | -79,006 | -3.8% |
| 9 | EQR | EQUITY RESIDENTIAL | $85.3M | 3.37% | +53,178 | +3.8% |
| 10 | LXP | LXP INDUSTRIAL TRUST | $84.6M | 3.34% | +117,737 | +6.9% |
| 11 | OUT | OUTFRONT MEDIA INC | $83.0M | 3.28% | -373,155 | -10.6% |
| 12 | COLD | AMERICOLD REALTY TRUST | $79.8M | 3.15% | +157,627 | +2.3% |
| 13 | VTR | VENTAS INC | $78.8M | 3.11% | -430,319 | -30.9% |
| 14 | SBRA | SABRA HEALTHCARE REIT INC | $73.5M | 2.91% | +290,405 | +8.2% |
| 15 | ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $70.2M | 2.77% | -191,955 | -11.3% |
| 16 | FCPT | FOUR CORNERS PROPERTY TRUST | $60.7M | 2.40% | +1,139,493 | +79.9% |
| 17 | KRG | KITE REALTY GROUP TRUST | $58.2M | 2.30% | -710,524 | -23.1% |
| 18 | AVB | AVALONBAY COMMUNITIES INC | $56.3M | 2.23% | +11,888 | +3.6% |
| 19 | ADC | AGREE REALTY CORP | $54.3M | 2.14% | +45,195 | +6.7% |
| 20 | CUBE | CUBESMART | $47.3M | 1.87% | +210,861 | +19.5% |
| 21 | ESRT | EMPIRE STATE REALTY TRUST INC | $47.1M | 1.86% | +3,534,376 | +64.0% |
| 22 | UDR | UDR INC | $46.3M | 1.83% | +37,739 | +2.8% |
| 23 | ELS | EQUITY LIFESTYLE PROPERTIES INC | $46.1M | 1.82% | -23,440 | -3.1% |
| 24 | VICI | VICI PROPERTIES INC | $44.1M | 1.74% | -117,204 | -6.8% |
| 25 | HST | HOST HOTELS & RESORTS INC | $38.9M | 1.54% | +414,818 | +25.7% |
| 26 | FRT | FEDERAL REALTY INVESTMENT TRUST | $37.5M | 1.48% | -5,737 | -1.6% |
| 27 | REXR | REXFORD INDUSTRIAL REALTY INC | $32.1M | 1.27% | +980,672 | NEW |
| 28 | NNN | NNN REIT INC | $31.1M | 1.23% | +137,836 | +22.9% |
| 29 | DLR | DIGITAL REALTY TRUST INC | $26.0M | 1.03% | -259,413 | -64.3% |
| 30 | BXP | BXP INC | $25.3M | 1.00% | +241,644 | +98.5% |
| 31 | INVH | INVITATION HOMES INC | $16.6M | 0.66% | +62,577 | +10.3% |
| 32 | DOC | HEALTHPEAK PROPERTIES INC | $8.8M | 0.35% | — | HELD |
| 33 | O | REALTY INCOME CORP | $8.6M | 0.34% | -600,415 | -81.0% |
| 34 | SUI | SUN COMMUNITIES INC | $6.7M | 0.26% | — | HELD |
| 35 | ESS | ESSEX PROPERTY TRUST INC | $5.7M | 0.23% | — | HELD |
| 36 | CURB | CURBLINE PROPERTIES CORP | $5.7M | 0.22% | -566,348 | -72.0% |
| 37 | REG | REGENCY CENTERS CORP | $2.2M | 0.08% | — | HELD |
| 38 | SBAC | SBA COMMUNICATIONS CORP | $1.4M | 0.05% | -2,313 | -22.3% |
| 39 | JAN | JANUS LIVING INC | $1.3M | 0.05% | +57,182 | NEW |
| 40 | KRC | KILROY REALTY CORP | $996K | 0.04% | — | HELD |
| 41 | WY | WEYERHAEUSER CO | $771K | 0.03% | — | HELD |
| 42 | LAMR | LAMAR ADVERTISING CO | $363K | 0.01% | -376 | -11.6% |
| 43 | CCI | CROWN CASTLE INTL CORP | $294K | 0.01% | -3,336 | -48.0% |
| 44 | STAG | STAG INDUSTRIAL INC | $239K | 0.01% | +10 | +0.2% |
| 45 | FR | FIRST INDUSTRIAL REALTY TRUST INC | $183K | 0.01% | -784,605 | -99.6% |
| 46 | LINE | LINEAGE INC | $117K | 0.00% | -3,156 | -46.9% |
| 47 | IVT | INVENTRUST PROPERTIES CORP | $56K | 0.00% | -2,065 | -52.8% |
| 48 | CUZ | COUSINS PROPERTIES INC | $21K | 0.00% | +929 | NEW |
| 49 | DRH | DIAMONDROCK HOSPITALITY CO | — | — | -1,130,355 | EXITED |
| 50 | CDP | COPT DEFENSE PROPERTIES | — | — | -185,258 | EXITED |
| 51 | EXR | EXTRA SPACE STORAGE INC | — | — | -23,416 | EXITED |
Source: SEC EDGAR · accession 0001085601-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.