LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
SEC Form 13F institutional filer · CIK 0001085601
13F-HR · 22 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.49B
Top-10 concentration
88.4%
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC — $1.49B AUM allocation strategy
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC files SEC Form 13F and reports $1.49B of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Real Estate 99.9%.
The top 10 holdings account for 88% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.49B
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
88% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HST +415K sh · +$10.3M+$BXP +242K sh · +$8.72M+$AMT +121K sh · +$19.2M
Biggest trims (shares)
−$O −600K sh · −$33.2M−$VTR −430K sh · −$29.1M−$DLR −259K sh · −$36.5M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
- $XLREReal Estate99.9%—
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Data Center REITs23.3%—
- Health Care REITs22.0%—
- Industrial REITs11.2%—
- Retail REITs10.4%—
- Self-Storage REITs8.8%—
- Telecom Tower REITs7.6%—
- Office REITs6.4%—
- Hotel & Resort REITs5.6%—
- Other holdings4.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $EQIX | Equinix Inc. Common Stock REIT | 326K | $319M | +6.49K | 21.5% |
| $WELL | Welltower Inc | 1.21M | $240M | +72.2K | 16.1% |
| $PLD | Prologis Inc | 1.26M | $167M | -810 | 11.2% |
| $PSA | Public Storage | 485K | $131M | +4.67K | 8.8% |
| $AMT | American Tower Corporation | 648K | $112M | +121K | 7.5% |
| $SPG | Simon Property Group Inc | 567K | $106M | +34.1K | 7.1% |
| $VTR | Ventas Inc | 963K | $78.8M | -430K | 5.3% |
| $ARE | Alexandria Real Estate Equities Inc | 1.51M | $70.2M | -192K | 4.7% |
| $UDR | UDR Inc | 1.37M | $46.3M | +37.7K | 3.1% |
| $VICI | VICI Properties Inc | 1.62M | $44.1M | -117K | 3.0% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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