LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
BALTIMORE MD · SEC CIK 0001085601
$28.11亿2026Q2 申报市值
44持仓数
56.2%前十大占比 · 第一大 11.7%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
REXR 加仓+$6,420.37万
KIM 新建仓+$5,727.18万
NATIONAL HEALTHC 新建仓+$4,910.16万
CUBE 加仓+$4,184.70万
ESRT 加仓+$2,189.20万
2026Q2 卖出最多 按季末市值估算
ARE 减仓-$5,833.16万
KRG 减仓-$5,418.28万
LXP INDUSTRIAL T 减仓-$5,394.77万
FRT 减仓-$4,168.94万
COLD 减仓-$2,817.55万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $3.28亿 | 11.68% | 314,999 | -10,874 | -3.3% | -$1,133.49万 | 减仓 |
| WELL | WELLTOWER INC | $2.87亿 | 10.22% | 1,265,520 | 52,889 | 4.4% | $1,200.42万 | 加仓 |
| PLD | PROLOGIS INC | $1.55亿 | 5.51% | 1,142,538 | -117,228 | -9.3% | -$1,588.09万 | 减仓 |
| PSA | PUBLIC STORAGE | $1.48亿 | 5.25% | 463,395 | -21,268 | -4.4% | -$676.98万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC | $1.25亿 | 4.44% | 557,363 | -9,730 | -1.7% | -$217.61万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $1.21亿 | 4.30% | 3,604,114 | -29,759 | -0.8% | -$99.75万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.14亿 | 4.05% | 695,301 | 47,044 | 7.3% | $769.50万 | 加仓 |
| GLPI | GAMING AND LEISURE PROP INC | $1.03亿 | 3.66% | 2,309,247 | 334,933 | 17.0% | $1,491.46万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1.02亿 | 3.65% | 1,508,797 | 66,375 | 4.6% | $450.89万 | 加仓 |
| REXR | REXFORD INDUSTRIAL REALTY INC | $9,705.62万 | 3.45% | 2,897,201 | 1,916,529 | 195.4% | $6,420.37万 | 加仓 |
| CUBE | CUBESMART | $9,319.85万 | 3.32% | 2,343,438 | 1,052,226 | 81.5% | $4,184.70万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $8,641.10万 | 3.07% | 2,637,699 | -495,328 | -15.8% | -$1,622.69万 | 减仓 |
| SBRA | SABRA HEALTHCARE REIT INC | $8,348.10万 | 2.97% | 4,278,884 | 454,262 | 11.9% | $886.27万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST | $8,127.63万 | 2.89% | 5,170,246 | -1,792,337 | -25.7% | -$2,817.55万 | 减仓 |
| ESRT | EMPIRE STATE REALTY TRUST INC | $7,090.05万 | 2.52% | 13,105,447 | 4,046,587 | 44.7% | $2,189.20万 | 加仓 |
| FCPT | FOUR CORNERS PROPERTY TRUST | $6,959.78万 | 2.48% | 2,834,942 | 269,208 | 10.5% | $660.91万 | 加仓 |
| ADC | AGREE REALTY CORP | $6,930.24万 | 2.47% | 915,004 | 195,285 | 27.1% | $1,479.09万 | 加仓 |
| — | AVALONBAY COMMUNITIES INC | $6,860.58万 | 2.44% | 363,590 | 18,824 | 5.5% | $355.19万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES INC | $6,459.73万 | 2.30% | 1,002,286 | 263,755 | 35.7% | $1,699.90万 | 加仓 |
| VTR | VENTAS INC | $6,254.77万 | 2.23% | 704,366 | -258,985 | -26.9% | -$2,299.79万 | 减仓 |
| KIM | KIMCO REALTY CORP | $5,727.18万 | 2.04% | 2,259,243 | 2,259,243 | — | $5,727.18万 | 新建仓 |
| VICI | VICI PROPERTIES INC | $5,110.69万 | 1.82% | 1,924,930 | 309,492 | 19.2% | $821.70万 | 加仓 |
| — | NATIONAL HEALTHCARE PROPERTIES INC | $4,910.16万 | 1.75% | 3,351,644 | 3,351,644 | — | $4,910.16万 | 新建仓 |
| UDR | UDR INC | $4,570.30万 | 1.63% | 1,144,865 | -225,166 | -16.4% | -$898.86万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $4,457.34万 | 1.59% | 827,272 | -1,001,256 | -54.8% | -$5,394.77万 | 减仓 |
| BXP | BXP INC | $3,070.09万 | 1.09% | 462,991 | -24,093 | -4.9% | -$159.76万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $2,886.50万 | 1.03% | 1,217,417 | -812,979 | -40.0% | -$1,927.57万 | 减仓 |
| DLR | DIGITAL REALTY TRUST INC | $2,672.55万 | 0.95% | 148,822 | 4,808 | 3.3% | $86.34万 | 加仓 |
| REG | REGENCY CENTERS CORP | $2,396.06万 | 0.85% | 300,484 | 272,066 | 957.4% | $2,169.45万 | 加仓 |
| NNN | NNN REIT INC | $2,385.29万 | 0.85% | 512,634 | -228,378 | -30.8% | -$1,062.64万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $2,153.92万 | 0.77% | 407,553 | -1,103,720 | -73.0% | -$5,833.16万 | 减仓 |
| INVH | INVITATION HOMES INC | $2,018.22万 | 0.72% | 668,065 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $1,307.36万 | 0.47% | 460,663 | -1,909,191 | -80.6% | -$5,418.28万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,142.67万 | 0.41% | 533,956 | 0 | 0.0% | — | 不变 |
| SUI | SUN COMMUNITIES INC | $1,123.14万 | 0.40% | 93,665 | 40,531 | 76.3% | $486.01万 | 加仓 |
| O | REALTY INCOME CORP | $953.45万 | 0.34% | 153,881 | 13,176 | 9.4% | $81.64万 | 加仓 |
| ESS | ESSEX PROPERTY TRUST INC | $688.30万 | 0.24% | 23,605 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL REALTY INVESTMENT TRUST | $190.89万 | 0.07% | 15,464 | -337,730 | -95.6% | -$4,168.94万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $139.39万 | 0.05% | 7,899 | -168 | -2.1% | -$2.96万 | 减仓 |
| KRC | KILROY REALTY CORP | $132.27万 | 0.05% | 35,300 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $74.15万 | 0.03% | 30,975 | -593 | -1.9% | -$1.42万 | 减仓 |
| CCI | CROWN CASTLE INTL CORP | $9.45万 | 0.00% | 1,248 | -2,373 | -65.5% | -$17.97万 | 减仓 |
| LINE | LINEAGE INC | $6.35万 | 0.00% | 1,469 | -2,108 | -58.9% | -$9.12万 | 减仓 |
| CUZ | COUSINS PROPERTIES INC | $2.37万 | 0.00% | 791 | -138 | -14.9% | -$4,137 | 减仓 |
| CURB | CURBLINE PROPERTIES CORP | $0 | 0.00% | 0 | -220,275 | -100.0% | -$568.09万 | 清仓 |
| JAN | JANUS LIVING INC | $0 | 0.00% | 0 | -57,182 | -100.0% | -$134.78万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO | $0 | 0.00% | 0 | -2,862 | -100.0% | -$36.25万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -6,621 | -100.0% | -$23.88万 | 清仓 |
| FR | FIRST INDUSTRIAL REALTY TRUST INC | $0 | 0.00% | 0 | -3,159 | -100.0% | -$18.27万 | 清仓 |
| IVT | INVENTRUST PROPERTIES CORP | $0 | 0.00% | 0 | -1,843 | -100.0% | -$5.61万 | 清仓 |