1y return+17.1%S&P 500 +20.9%
3y return+28.7%S&P 500 +68.5%
5y return+16.5%S&P 500 +74.5%
10y return+36.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $137 against $357 in the S&P 500.2
Lasalle Investment Management Securities LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EQIXEquinix Inc | $328.4M | 11.7% | −3.3% |
| WELLWelltower Inc | $287.2M | 10.2% | +4.4% |
| PLDPrologis Inc | $154.8M | 5.5% | −9.3% |
| PSAPublic Storage | $147.5M | 5.2% | −4.4% |
| SPGSimon Property Group Inc | $124.7M | 4.4% | −1.7% |
| AMHAmerican Homes 4 Rent | $120.8M | 4.3% | |
| AMTAmerican Tower Corp | $113.7M | 4.0% | +7.3% |
| GLPIGaming And Leisure Prop Inc | $102.8M | 3.7% | +17.0% |
| VMRKEquity Residential | $102.5M | 3.6% | +4.6% |
| REXRRexford Industrial Realty Inc | $97.1M | 3.5% | +195.4% |
| CUBECubesmart | $93.2M | 3.3% | +81.5% |
| OUTOutfront Media Inc | $86.4M | 3.1% | −15.8% |
| SBRASabra Healthcare Reit Inc | $83.5M | 3.0% | +11.9% |
| COLDAmericold Realty Trust | $81.3M | 2.9% | −25.7% |
| ESRTEmpire State Realty Trust Inc | $70.9M | 2.5% | +44.7% |
| FCPTFour Corners Property Trust | $69.6M | 2.5% | +10.5% |
| ADCAgree Realty Corp | $69.3M | 2.5% | +27.1% |
| Avalonbay Communities IncCUSIP 053484101 | $68.6M | 2.4% | +5.5% |
| ELSEquity Lifestyle Properties Inc | $64.6M | 2.3% | +35.7% |
| VTRVentas Inc | $62.5M | 2.2% | −26.9% |
| KIMKimco Realty Corp | $57.3M | 2.0% | New |
| VICIVici Properties Inc | $51.1M | 1.8% | +19.2% |
| NHPNational Healthcare Properties Inc | $49.1M | 1.7% | New |
| UDRUdr Inc | $45.7M | 1.6% | −16.4% |
| LXPLxp Industrial Trust | $44.6M | 1.6% | −54.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WELLWelltower Inc | June 30, 2020 | +338.6% | $287.2M |
| SPGSimon Property Group Inc | June 30, 2020 | +227.1% | $124.7M |
| VTRVentas Inc | June 30, 2020 | +142.5% | $62.5M |
| OUTOutfront Media Inc | December 31, 2024 | +84.7% | $86.4M |
| REGRegency Centers Corp | June 30, 2020 | +73.8% | $24.0M |
| PSAPublic Storage | June 30, 2020 | +65.9% | $147.5M |
| EQIXEquinix Inc | June 30, 2020 | +48.4% | $328.4M |
| CUBECubesmart | June 30, 2020 | +47.4% | $93.2M |
| PLDPrologis Inc | June 30, 2020 | +45.2% | $154.8M |
| HSTHost Hotels & Resorts Inc | June 30, 2021 | +38.7% | $28.9M |
Sold off last quarter
- CURBCurbline Properties Corp was $5.7M
- JANJanus Living Inc was $1.3M
- LAMRLamar Advertising Co was $363K
- STAGStag Industrial Inc was $239K
- FRFirst Industrial Realty Trust Inc was $183K
- IVTInventrust Properties Corp was $56K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | +3.0% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +2.6% | +7.8% |
| June 30, 2025 | −2.6% | +10.5% |
| March 31, 2025 | +2.0% | −4.6% |
| December 31, 2024 | −7.6% | +2.1% |
| September 30, 2024 | +16.1% | +5.4% |
| June 30, 2024 | −0.9% | +4.0% |
| March 31, 2024 | −2.3% | +10.0% |
| December 31, 2023 | +16.0% | +11.2% |
| September 30, 2023 | −8.1% | −3.6% |
| June 30, 2023 | +1.7% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
| December 31, 2022 | +2.9% | +7.1% |
| September 30, 2022 | −9.8% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +14.1% | +10.7% |
| September 30, 2021 | +0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lasalle Investment Management Securities LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1085601&type=13F-HR&dateb=&owner=include&count=40CIK 1085601
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1085601/000108560126000006/Filed August 12, 2026 · accession 0001085601-26-000006