Lasalle Investment Management Securities, Llc
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 12
- Avg AUM / client
- $277M
- Accounts
- 25
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 48 positions, $2,530,160,895)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Equinix Inc | COMM STK | $319,433,750 | 325,873 | 12.6% | 9.6% |
| 2 | Welltower Inc | COMM STK | $239,749,275 | 1,212,631 | 9.48% | 7.21% |
| 3 | Prologis Inc | COMM STK | $166,515,870 | 1,259,766 | 6.58% | 5.01% |
| 4 | Public Storage | COMM STK | $131,285,513 | 484,663 | 5.19% | 3.95% |
| 5 | American Tower Corp | COMM STK | $111,876,193 | 648,257 | 4.42% | 3.36% |
| 6 | Simon Property Group Inc | COMM STK | $105,779,857 | 567,093 | 4.18% | 3.18% |
| 7 | American Homes 4 Rent | COMM STK | $101,457,734 | 3,633,873 | 4.01% | 3.05% |
| 8 | Gaming And Leisure Prop Inc | COMM STK | $87,600,312 | 1,974,314 | 3.46% | 2.63% |
| 9 | Equity Residential | COMM STK | $85,319,261 | 1,442,422 | 3.37% | 2.56% |
| 10 | Lxp Industrial Trust | COMM STK | $84,587,705 | 1,828,528 | 3.34% | 2.54% |
| 11 | Outfront Media Inc | COMM STK | $83,025,216 | 3,133,027 | 3.28% | 2.5% |
| 12 | Americold Realty Trust | COMM STK | $79,791,201 | 6,962,583 | 3.15% | 2.4% |
| 13 | Ventas Inc | COMM STK | $78,782,845 | 963,351 | 3.11% | 2.37% |
| 14 | Sabra Healthcare Reit Inc | COMM STK | $73,547,481 | 3,824,622 | 2.91% | 2.21% |
| 15 | Alexandria Real Estate Equities Inc | COMM STK | $70,153,293 | 1,511,273 | 2.77% | 2.11% |
| 16 | Four Corners Property Trust | COMM STK | $60,679,609 | 2,565,734 | 2.4% | 1.82% |
| 17 | Kite Realty Group Trust | COMM STK | $58,179,916 | 2,369,854 | 2.3% | 1.75% |
| 18 | Avalonbay Communities Inc | COMM STK | $56,317,526 | 344,766 | 2.23% | 1.69% |
| 19 | Agree Realty Corp | COMM STK | $54,252,418 | 719,719 | 2.14% | 1.63% |
| 20 | Cubesmart | COMM STK | $47,322,920 | 1,291,212 | 1.87% | 1.42% |
| 21 | Empire State Realty Trust Inc | COMM STK | $47,106,072 | 9,058,860 | 1.86% | 1.42% |
| 22 | Udr Inc | COMM STK | $46,279,647 | 1,370,031 | 1.83% | 1.39% |
| 23 | Equity Lifestyle Properties Inc | COMM STK | $46,099,105 | 738,531 | 1.82% | 1.39% |
| 24 | Vici Properties Inc | COMM STK | $44,133,766 | 1,615,438 | 1.74% | 1.33% |
| 25 | Host Hotels & Resorts Inc | COMM STK | $38,902,387 | 2,030,396 | 1.54% | 1.17% |
Top 25 of 48 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $25.9M | 0.78% |
| Pooled investment vehicles (non-investment companies) | 7 | $2.2B | 67.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $147M | 4.41% |
| Charitable organizations | Fewer than 5 clients | $196M | 5.9% |
| State or municipal government entities | Fewer than 5 clients | $213M | 6.4% |
| Sovereign wealth funds and foreign official institutions | 0 | $56.4M | 1.69% |
| Corporations and other businesses | 5 | $363M | 10.9% |
| Other | Fewer than 5 clients | $95.5M | 2.87% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Doherty, David, Michael | Chief Legal Officer | Jul 2007 (19y) | Less than 5% | |
| Sgrizzi, Matthew | Managing Director | May 2015 (11y) | Less than 5% | |
| Mcwilliams, Ian, Scott | Managing Director | Jul 2015 (11y) | Less than 5% | |
| Kaufman, Lisa, L | Managing Director | Sep 2016 (10y) | Less than 5% | |
| Preiser, Chaim, T | Chief Compliance Officer | May 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lasalle Investment Management Inc. | Member | Mar 1999 | A | 75% or more |
| Jones Lang Lasalle Incorporated | Shareholder | Apr 1997 | B | 75% or more of Lasalle Investment Management, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: SEC ALLEGED THAT JLL WAS THE CAUSE OF VIOLATIONS BY CERTAIN OF ITS OFFICERS AND DIRECTORS OF CERTAIN FEDERAL SECURITIES LAWS AND SEC RULES REQUIRING PROMPT REPORTING ON SEC FORMS OF TRANSACTIONS AND HOLDINGS, WHICH LED TO INACCURATE STATEMENTS IN JLL'S PROXY STATEMENT WITH RESPECT TO THE TIMELY FILING OF SUCH FORMS Status: Final Sanction Detail: TOTAL FINE: $150,000. 100% OF THE FINE WAS LEVIED AGAINST JONES LANG LASALLE INCORPORATED. THE FINE WAS PAID BY JONES LANG LASALLE INCORPORATED ON 9-16-2014. Summary: ON 10 SEPTEMBER 2014, THE US SECURITIES EXCHANGE COMMISSION ANNOUNCED THAT IT ACCEPTED JLL'S OFFER TO SETTLE PROCEEDINGS INITIATED BY THE SEC IN RELATION TO CERTAIN FEDERAL SECURITIES LAWS AND SEC RULES REQUIRING PROMPT REPORTING OF TRANSACTIONS AND HOLDINGS. IN PARTICULAR, THE SEC'S SETTLEMENT ORDER CONCERNED THE SETTLEMENT OF ENFORCEMENT ACTIONS RELATING TO THE LATE FILING OF FORMS THAT DISCLOSE CHANGES IN OWNERSHIP OF STOCK OWNED BY EXECUTIVE OFFICERS AND DIRECTORS AT THE JLL HOLDING COMPANY LEVEL. ALL OF JLL'S FILINGS INCLUDED AS PART OF THE SETTLEMENT RELATED TO RESTRICTED STOCK UNITS GRANTED TO OFFICERS AND DIRECTORS AS PART OF JLL'S EQUITY COMPENSATION PLANS. THE SETTLEMENT PROVIDES FOR JLL TO PAY A US $150,000 PENALTY TO THE SEC AND TO CEASE AND DESIST FROM ANY CURRENT OR FUTURE VIOLATIONS. IN ACCEPTING THE SETTLEMENT, THE SEC ACKNOWLEDGED JLL'S COOPERATION AND REMEDIAL ACTS UNDERTAKEN BY JLL.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bnp Paribas Securities Services Australia $752M (8% of AUM) Sep 2018
- Sumitomo Mitsui Trust Bank, Limited. $318M (10% of AUM) Mar 2026
- J.P. Morgan $300M (9% of AUM) Mar 2026
- State Street $213M (6% of AUM) Mar 2026
- Northern Trust $171M (6% of AUM) Jun 2025
- Bnp Paribas Securities Corp. $85.7M (2% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗