Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC

•CIK: 1085601•Filing: Q4 2025

**LASALLE INVESTMENT MANAGEMENT SECURITIES LLC** manages $2.5B across a concentrated portfolio of 48 positions. The fund exhibits significant conviction in technology and infrastructure, highlighted by its top holdings including EQIX at $244.7M and WELL at $211.7M. Further substantial allocations are directed toward PLD ($160.9M) and PSA ($124.6M). This positioning suggests a focused, large-cap growth mandate within select sectors.

Total AUM

$2.5B

QoQ Performance

-1.9%

Positions

48

Top 10 Concentration

52.8%

Latest Filing

Q4 2025

Top Holdings Allocation

EQIX

WELL

PLD

EQIX9.8%

WELL8.5%

PLD6.4%

PSA5.0%

VEN4.3%

SPG4.0%

AMH3.9%

AMT3.7%

📈 Biggest Buys

LXP INDUSTRIAL TRUST

NEW

3.4% of portfolio

SABRA HEALTHCARE REIT INC

NEW

2.7% of portfolio

FOUR CORNERS PROPERTY TRUST

NEW

1.3% of portfolio

EMPIRE STATE REALTY TRUST INC

+264.1%

1.4% of portfolio

ALEXANDRIA REAL ESTATE EQUITIES INC

+43.4%

3.3% of portfolio

📉 Biggest Sells

REALTY INCOME CORP

-48.9%

1.7% of portfolio

DIGITAL REALTY TRUST INC

-21.6%

2.5% of portfolio

VICI PROPERTIES INC

-21.8%

2.0% of portfolio

VENTAS INC

-10.3%

4.3% of portfolio

PROLOGIS INC

-6.2%

6.4% of portfolio

Sector Breakdown

Other72.0%

Real Estate28.0%

🚪 Exited Positionssold since Q3 2025

LXP INDUSTRIAL TRUST

SOLD

$87.4M

OMEGA HEALTHCARE INVESTORS INC

SOLD

$71.4M

NETSTREIT CORP

SOLD

$29.0M

Changes from Q3 2025

NEW7 new positions

↑18 increased

↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

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