LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
Long book
$2.53B
Q1 2026
Positions
48
Top-10 weight
57%
concentration
Last quarter
+14.1%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsLASALLE INVESTMENT MANAGEMENT SECURITIES LLC is a concentrated fundamental stock-picker, specialised in real_estate (100% of the long book), running a $2.53B US long book across 48 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: EQUINIX INC, WELLTOWER INC, PROLOGIS INC, PUBLIC STORAGE, AMERICAN TOWER CORP.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.1%
Q2 2024
+16.6%
Q3 2024
-7.0%
Q4 2024
+2.9%
Q1 2025
-1.5%
Q2 2025
+3.7%
Q3 2025
-0.3%
Q4 2025
+4.1%
Q1 2026
+14.1%
Sector allocation
No sector data
Long book by quarter
What does LASALLE INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 48 | $2.53B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 48 | $2.50B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 44 | $2.55B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 44 | $2.44B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 47 | $2.28B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 44 | $2.37B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 44 | $2.61B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 45 | $2.34B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Jun 14, 2024 | 47 | $2.42B | canonical | SEC ↗ |
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