Lasalle Investment Management Securities LLC 13F 持仓 · 2026年Q2
Lasalle Investment Management Securities 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 44 只证券,申报市值合计 28.11 亿美元。前几大持仓:EQIX(11.68%)、WELL(10.22%)、PLD(5.51%)。本季前 25 大持仓中:新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $328.4M | 11.68% | 314,999 | 减持 |
| 2 | WELL | WELLTOWER INC | $287.2M | 10.22% | 1.3M | 增持 |
| 3 | PLD | PROLOGIS INC | $154.8M | 5.51% | 1.1M | 减持 |
| 4 | PSA | PUBLIC STORAGE | $147.5M | 5.25% | 463,395 | 减持 |
| 5 | SPG | SIMON PROPERTY GROUP INC | $124.7M | 4.44% | 557,363 | 减持 |
| 6 | AMH | AMERICAN HOMES 4 RENT | $120.8M | 4.30% | 3.6M | 减持 |
| 7 | AMT | AMERICAN TOWER CORP | $113.7M | 4.05% | 695,301 | 增持 |
| 8 | GLPI | GAMING AND LEISURE PROP INC | $102.8M | 3.66% | 2.3M | 增持 |
| 9 | VMRK | EQUITY RESIDENTIAL | $102.5M | 3.65% | 1.5M | 增持 |
| 10 | REXR | REXFORD INDUSTRIAL REALTY INC | $97.1M | 3.45% | 2.9M | 增持 |
| 11 | CUBE | CUBESMART | $93.2M | 3.32% | 2.3M | 增持 |
| 12 | OUT | OUTFRONT MEDIA INC | $86.4M | 3.07% | 2.6M | 减持 |
| 13 | SBRA | SABRA HEALTHCARE REIT INC | $83.5M | 2.97% | 4.3M | 增持 |
| 14 | COLD | AMERICOLD REALTY TRUST | $81.3M | 2.89% | 5.2M | 减持 |
| 15 | ESRT | EMPIRE STATE REALTY TRUST INC | $70.9M | 2.52% | 13.1M | 增持 |
| 16 | FCPT | FOUR CORNERS PROPERTY TRUST | $69.6M | 2.48% | 2.8M | 增持 |
| 17 | ADC | AGREE REALTY CORP | $69.3M | 2.47% | 915,004 | 增持 |
| 18 | AVB | AVALONBAY COMMUNITIES INC | $68.6M | 2.44% | 363,590 | 增持 |
| 19 | ELS | EQUITY LIFESTYLE PROPERTIES INC | $64.6M | 2.30% | 1.0M | 增持 |
| 20 | VTR | VENTAS INC | $62.5M | 2.23% | 704,366 | 减持 |
| 21 | KIM | KIMCO REALTY CORP | $57.3M | 2.04% | 2.3M | 新建仓 |
| 22 | VICI | VICI PROPERTIES INC | $51.1M | 1.82% | 1.9M | 增持 |
| 23 | NHP | NATIONAL HEALTHCARE PROPERTIES INC | $49.1M | 1.75% | 3.4M | 新建仓 |
| 24 | UDR | UDR INC | $45.7M | 1.63% | 1.1M | 减持 |
| 25 | LXP | LXP INDUSTRIAL TRUST | $44.6M | 1.59% | 827,272 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR