LASALLE INVESTMENT MANAGEMENT SECURITIES LP

Real Assets

LASALLE INVESTMENT MANAGEMENT SECURITIES LP is a Real Assets based in Pewaukee, WI led by Ian Scott Mcwilliams, reporting $3.1B in AUM as of Q3 2025 with 99% Real Estate concentration and 53% concentrated in top 10 holdings.

Managing PartnerIan Scott Mcwilliams

Portfolio Value: $2.5B
Positions: 44
Top Holding: EQIX at 9.99%
Last Reported: Q3 2025

Address1133 Quail Court Suite 100, Pewaukee, WI, 53072, United States

Top Holdings

Largest long holdings in LASALLE INVESTMENT MANAGEMENT SECURITIES LP's portfolio (52.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Equinix, Inc. EQIX	REIT - Specialty Real Estate	$254.4M	9.99%	+$21.1M Bought	0.33% 324.9K shares	Q3 2016 Held for 9y 2m
2 Welltower WELL	REIT - Healthcare Facilities Real Estate	$212.6M	8.35%	-$40.8M Sold	0.18% 1.2M shares	Q1 2015 Held for 10y 8m
3 Prologis PLD	REIT - Industrial Real Estate	$153.8M	6.04%	-$4.2M Sold	0.14% 1.3M shares	≤ Q2 2013 Held for 12y 5m+
4 Public Storage PSA	REIT - Industrial Real Estate	$145.1M	5.70%	+$31.4M Bought	0.29% 502.2K shares	≤ Q2 2013 Held for 12y 5m+
5 Ventas VTR	REIT - Healthcare Facilities Real Estate	$108.7M	4.27%	+$99.9M Bought	0.34% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
6 Alexandria Real Estate Equities ARE	REIT - Office Real Estate	$99.0M	3.89%	+$1.0M Bought	0.70% 1.2M shares	Q1 2018 Held for 7y 8m
7 American Homes 4 Rent AMH	REIT - Residential Real Estate	$96.1M	3.77%	+$41.5M Bought	0.78% 2.9M shares	Q1 2025 Held for 8 months
8 Simon Property Group SPG	REIT - Retail Real Estate	$95.0M	3.73%	-$1.4M Sold	0.16% 506.4K shares	≤ Q2 2013 Held for 12y 5m+
9 American Tower AMT	REIT - Specialty Real Estate	$93.0M	3.65%	+$1.3M Bought	0.10% 483.3K shares	≤ Q2 2013 Held for 12y 5m+
10 Gaming and Leisure Properties GLPI	REIT - Specialty Real Estate	$89.5M	3.52%	+$10.9M Bought	0.68% 1.9M shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LASALLE INVESTMENT MANAGEMENT SECURITIES LP's latest filing

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Market Value

$2.5B

Prior: $2.4B

Q/Q Change

+4.17%

+$102.0M

Net Flows % of MV

-0.732%

Turnover Ratio

12.46%

New Purchases

0 stocks

Added To

21 stocks

+$318.2M

Sold Out Of

2 stocks

$44.2M

Reduced Holdings

17 stocks

-$292.6M

Increased Positions

Position	Shares Δ	Change
1 Ventas VTR	+1,135.1%	125.7K → 1.6M +$99.9M
2 Agree Realty ADC	+208.54%	205.9K → 635.4K +$30.5M
3 Kite Realty Group KRG	+177.27%	1.0M → 2.8M +$40.1M
4 American Homes 4 Rent AMH	+76.07%	1.6M → 2.9M +$41.5M
5 CubeSmart CUBE	+41.39%	742.1K → 1.0M +$12.5M

Decreased Positions

Position	Shares Δ	Change
1 National Health Investors NHI	Sold	552.5K → 0 −$38.7M
2 Kimco Realty KIM	Sold	261.6K → 0 −$5.5M
3 Sun Communities SUI	-92.88%	746.4K → 53.1K −$89.4M
4 Extra Space Storage EXR	-83.58%	199.8K → 32.8K −$23.5M
5 NetSTREIT NTST	-58.13%	3.8M → 1.6M −$40.3M