StockDriftsStockDriftsTop 43 Lasalle Investment Management Securities LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | 11.68% | 315.0K | $328.4M | -3.34%(-10.87K) | $725.76(+50.79%) | 2026-06-30 | |
| WELL | WELLTOWER INC | 10.22% | 1.27M | $287.2M | +4.36%(+52.89K) | $110.20(+112.68%) | 2026-06-30 | |
| PLD | PROLOGIS INC | 5.51% | 1.14M | $154.8M | -9.31%(-117.23K) | $79.21(+76.43%) | 2026-06-30 | |
| PSA | PUBLIC STORAGE | 5.25% | 463.4K | $147.5M | -4.39%(-21.27K) | $262.06(+24.37%) | 2026-06-30 | |
| SPG | SIMON PROPERTY GROUP INC | 4.44% | 557.4K | $124.7M | -1.72%(-9.73K) | $151.81(+44.69%) | 2026-06-30 | |
| AMH | AMERICAN HOMES 4 RENT | 4.3% | 3.60M | $120.8M | -0.82%(-29.76K) | $35.82(-4.85%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP | 4.05% | 695.3K | $113.7M | +7.26%(+47.04K) | $189.19(-8.50%) | 2026-06-30 | |
| GLPI | GAMING AND LEISURE PROP INC | 3.66% | 2.31M | $102.8M | +16.96%(+334.93K) | $46.11(-5.50%) | 2026-06-30 | |
| EQR | EQUITY RESIDENTIAL | 3.65% | 1.51M | $102.5M | +4.60%(+66.38K) | $67.95(-2.92%) | 2026-06-30 | |
| REXR | REXFORD INDUSTRIAL REALTY INC | 3.45% | 2.90M | $97.1M | +195.43%(+1.92M) | $33.96(+6.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.14% | +26.47% | +3.52% | +18.86% |
| Top 20 Holdings Unweighted | +6.53% | +20.88% | +2.67% | +14.10% |
Lasalle Investment Management Securities LLC reports $2.81B in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are EQIX (11.7%), WELL (10.2%) and PLD (5.5%). The top 20 holdings account for 82.9% of reported assets. Its disclosed equity book has returned +26.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lasalle Investment Management Securities LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1085601). View Lasalle Investment Management Securities LLC’s 13F filings on SEC