LIMS
Lasalle Investment Management Securities Portfolio holdings
AUM
$2.55B
1-Year Est. Return
5.65%
1 Year Est. Return
-5.65%
AUM
$2.55B
AUM Growth
+$102M
(+4.2%)
Holding
46
Top Buys
| 1 | +$99.9M | |
| 2 | +$50.8M | |
| 3 | +$41.5M | |
| 4 |
Kite Realty
KRG
|
+$40.1M |
| 5 |
Public Storage
PSA
|
+$31.4M |
Top Sells
| 1 | +$89.4M | |
| 2 | +$40.8M | |
| 3 | +$40.3M | |
| 4 |
National Health Investors
NHI
|
+$38.7M |
| 5 |
Realty Income
O
|
+$36.6M |
Sector Composition
| 1 | Real Estate | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Equinix
EQIX
$74B
| $254M | 9.99% |
324,851
+26,973
|
|
||
2
Welltower
WELL
$143B
| $213M | 8.35% |
1,193,287
-229,212
|
|
||
3
Prologis
PLD
$119B
| $154M | 6.04% |
1,343,379
-36,929
|
|
||
|
4
Public Storage
PSA
$48.2B
| $145M | 5.7% |
502,173
+108,593
|
|
||
5
Ventas
VTR
$37.9B
| $109M | 4.27% |
1,552,880
+1,427,151
|
|
||
6
Alexandria Real Estate Equities
ARE
$9.28B
| $99M | 3.89% |
1,187,579
+12,173
|
|
||
7
American Homes 4 Rent
AMH
$11.9B
| $96.1M | 3.77% |
2,888,809
+1,248,131
|
|
||
8
Simon Property Group
SPG
$60.8B
| $95M | 3.73% |
506,392
-7,668
|
|
||
9
American Tower
AMT
$84.9B
| $93M | 3.65% |
483,316
+6,804
|
|
||
10
Gaming and Leisure Properties
GLPI
$12.3B
| $89.5M | 3.52% |
1,920,846
+234,216
|
|
||
11
Digital Realty Trust
DLR
$55B
| $89M | 3.49% |
514,710
-11,519
|
|
||
|
12
Realty Income
O
$53B
| $88.2M | 3.47% |
1,451,542
-601,774
|
|
||
13
LXP Industrial Trust
LXP
$2.87B
| $87.4M | 3.43% |
1,951,211
+115,634
|
|
||
14
Americold
COLD
$3.08B
| $85.1M | 3.34% |
6,955,290
+742,319
|
|
||
15
Equity Residential
EQR
$23.5B
| $75.9M | 2.98% |
1,173,086
+16,919
|
|
||
16
VICI Properties
VICI
$30.8B
| $72.2M | 2.84% |
2,214,477
-140,173
|
|
||
17
Omega Healthcare
OHI
$13.6B
| $71.4M | 2.8% |
1,691,009
-621,882
|
|
||
18
Outfront Media
OUT
$3.94B
| $67.8M | 2.66% |
3,699,279
-226,123
|
|
||
|
19
Kite Realty
KRG
$5.01B
| $62.8M | 2.47% |
2,815,190
+1,799,866
|
|
||
20
AvalonBay Communities
AVB
$25.8B
| $62M | 2.43% |
320,841
+10,105
|
|
||
21
Equity Lifestyle Properties
ELS
$12.2B
| $50.8M | 2% |
+837,066
|
|
||
22
UDR
UDR
$12B
| $46M | 1.81% |
1,235,105
+87,110
|
|
||
23
Agree Realty
ADC
$8.65B
| $45.1M | 1.77% |
635,405
+429,469
|
|
||
24
CubeSmart
CUBE
$8.49B
| $42.7M | 1.68% |
1,049,164
+307,111
|
|
||
25
First Industrial Realty Trust
FR
$7.58B
| $37.7M | 1.48% |
733,289
+81,878
|
|