LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
BALTIMORE MD · SEC CIK 0001085601
$25.30亿2026Q1 申报市值
48持仓数
56.7%前十大占比 · 第一大 12.6%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
REXR 新建仓+$3,209.74万
FCPT 加仓+$2,694.90万
AMT 加仓+$2,082.02万
ESRT 加仓+$1,837.88万
AMH 加仓+$1,613.08万
2026Q1 卖出最多 按季末市值估算
DLR 减仓-$4,674.88万
FR 减仓-$4,538.94万
O 减仓-$3,673.34万
VTR 减仓-$3,519.15万
KRG 减仓-$1,744.34万
2026Q1 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 | $3.19亿 | 12.63% | 325,873 | 6,488 | 2.0% | $635.98万 | 加仓 |
| WELL | WELLTOWER INC | $2.40亿 | 9.48% | 1,212,631 | 72,232 | 6.3% | $1,428.10万 | 加仓 |
| PLD | PROLOGIS INC | $1.67亿 | 6.58% | 1,259,766 | -810 | -0.1% | -$10.71万 | 减仓 |
| PSA | PUBLIC STORAGE | $1.31亿 | 5.19% | 484,663 | 4,670 | 1.0% | $126.50万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.12亿 | 4.42% | 648,257 | 120,641 | 22.9% | $2,082.02万 | 加仓 |
| SPG | SIMON PROPERTY GROUP INC | $1.06亿 | 4.18% | 567,093 | 34,090 | 6.4% | $635.88万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1.01亿 | 4.01% | 3,633,873 | 577,750 | 18.9% | $1,613.08万 | 加仓 |
| GLPI | GAMING AND LEISURE PROP INC | $8,760.03万 | 3.46% | 1,974,314 | -79,006 | -3.8% | -$350.55万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $8,531.93万 | 3.37% | 1,442,422 | 53,178 | 3.8% | $314.55万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $8,458.77万 | 3.34% | 1,828,528 | 117,737 | 6.9% | $544.65万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $8,302.52万 | 3.28% | 3,133,027 | -373,155 | -10.6% | -$988.86万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST | $7,979.12万 | 3.15% | 6,962,583 | 157,627 | 2.3% | $180.64万 | 加仓 |
| VTR | VENTAS INC | $7,878.28万 | 3.11% | 963,351 | -430,319 | -30.9% | -$3,519.15万 | 减仓 |
| SBRA | SABRA HEALTHCARE REIT INC | $7,354.75万 | 2.91% | 3,824,622 | 290,405 | 8.2% | $558.45万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQUITIES INC | $7,015.33万 | 2.77% | 1,511,273 | -191,955 | -11.3% | -$891.06万 | 减仓 |
| FCPT | FOUR CORNERS PROPERTY TRUST | $6,067.96万 | 2.40% | 2,565,734 | 1,139,493 | 79.9% | $2,694.90万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $5,817.99万 | 2.30% | 2,369,854 | -710,524 | -23.1% | -$1,744.34万 | 减仓 |
| — | AVALONBAY COMMUNITIES INC | $5,631.75万 | 2.23% | 344,766 | 11,888 | 3.6% | $194.19万 | 加仓 |
| ADC | AGREE REALTY CORP | $5,425.24万 | 2.14% | 719,719 | 45,195 | 6.7% | $340.68万 | 加仓 |
| CUBE | CUBESMART | $4,732.29万 | 1.87% | 1,291,212 | 210,861 | 19.5% | $772.81万 | 加仓 |
| ESRT | EMPIRE STATE REALTY TRUST INC | $4,710.61万 | 1.86% | 9,058,860 | 3,534,376 | 64.0% | $1,837.88万 | 加仓 |
| UDR | UDR INC | $4,627.96万 | 1.83% | 1,370,031 | 37,739 | 2.8% | $127.48万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES INC | $4,609.91万 | 1.82% | 738,531 | -23,440 | -3.1% | -$146.31万 | 减仓 |
| VICI | VICI PROPERTIES INC | $4,413.38万 | 1.74% | 1,615,438 | -117,204 | -6.8% | -$320.20万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $3,890.24万 | 1.54% | 2,030,396 | 414,818 | 25.7% | $794.79万 | 加仓 |
| FRT | FEDERAL REALTY INVESTMENT TRUST | $3,751.27万 | 1.48% | 353,194 | -5,737 | -1.6% | -$60.93万 | 减仓 |
| REXR | REXFORD INDUSTRIAL REALTY INC | $3,209.74万 | 1.27% | 980,672 | 980,672 | — | $3,209.74万 | 新建仓 |
| NNN | NNN REIT INC | $3,114.47万 | 1.23% | 741,012 | 137,836 | 22.9% | $579.32万 | 加仓 |
| DLR | DIGITAL REALTY TRUST INC | $2,595.28万 | 1.03% | 144,014 | -259,413 | -64.3% | -$4,674.88万 | 减仓 |
| BXP | BXP INC | $2,527.97万 | 1.00% | 487,084 | 241,644 | 98.5% | $1,254.13万 | 加仓 |
| INVH | INVITATION HOMES INC | $1,660.14万 | 0.66% | 668,065 | 62,577 | 10.3% | $155.50万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $877.29万 | 0.35% | 533,956 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $860.83万 | 0.34% | 140,705 | -600,415 | -81.0% | -$3,673.34万 | 减仓 |
| SUI | SUN COMMUNITIES INC | $669.28万 | 0.26% | 53,134 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST INC | $571.24万 | 0.23% | 23,605 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PROPERTIES CORP | $568.09万 | 0.22% | 220,275 | -566,348 | -72.0% | -$1,460.61万 | 减仓 |
| REG | REGENCY CENTERS CORP | $215.01万 | 0.08% | 28,418 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $138.84万 | 0.05% | 8,067 | -2,313 | -22.3% | -$39.81万 | 减仓 |
| JAN | JANUS LIVING INC | $134.78万 | 0.05% | 57,182 | 57,182 | — | $134.78万 | 新建仓 |
| KRC | KILROY REALTY CORP | $99.58万 | 0.04% | 35,300 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $77.12万 | 0.03% | 31,568 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $36.25万 | 0.01% | 2,862 | -376 | -11.6% | -$4.76万 | 减仓 |
| CCI | CROWN CASTLE INTL CORP | $29.44万 | 0.01% | 3,621 | -3,336 | -48.0% | -$27.13万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $23.88万 | 0.01% | 6,621 | 10 | 0.2% | $361 | 加仓 |
| FR | FIRST INDUSTRIAL REALTY TRUST INC | $18.27万 | 0.01% | 3,159 | -784,605 | -99.6% | -$4,538.94万 | 减仓 |
| LINE | LINEAGE INC | $11.72万 | 0.00% | 3,577 | -3,156 | -46.9% | -$10.34万 | 减仓 |
| IVT | INVENTRUST PROPERTIES CORP | $5.61万 | 0.00% | 1,843 | -2,065 | -52.8% | -$6.29万 | 减仓 |
| CUZ | COUSINS PROPERTIES INC | $2.10万 | 0.00% | 929 | 929 | — | $2.10万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -1,130,355 | -100.0% | -$1,012.80万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -185,258 | -100.0% | -$515.02万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -23,416 | -100.0% | -$304.92万 | 清仓 |