LASALLE INVESTMENT MANAGEMENT SECURITIES LLC

HTTP://WWW.LASALLE.COM BALTIMORE, MD Investment Advisor How do I update this listing?

Lasalle Investment Management Securities is based out of Baltimore. Lasalle Investment Management Securities is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-03-12). Their last reported 13F filing for Q3 2019 included $3,909,855,000 in managed 13F securities and a top 10 holdings concentration of 46.52%. Lasalle Investment Management Securities's largest holding is AvalonBay Communities, Inc. with shares held of 1,283,660. Whalewisdom has at least 76 13F filings, and 86 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $3.91 Billion
  • Prior Market Value $3.706 Billion
  • New Purchases0 stocks
  • Additional Purchases19 stocks
  • Sold out of6 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 46.52 %
  • Turnover % [1]:12.50%
  • Turnover Alt % [2]: 11.71 %
  • Time Held Top20:24.45 quarters
  • Time Held Top10:24.80 quarters
  • Time Held All:29.98 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.65%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR/A (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
LaSalle Investment Management

View Last Form Adv Compilation Report on Record

LASALLE INVESTMENT MANAGEMENT (UK)
Classified as Hedge Fund
ONE CURZON STREET
LONDON    W1J 5HD
Country: United Kingdom

Business Phone: 44 20 7852 4000
Fax: 44 20 7852 4404
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Other (specify) ENGLISH UNLIMITED COMPANY
Organized in:
Number of employees:
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

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LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
LASALLE INVESTMENT MANAGEMENT INC. MEMBER 03/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. SHAREHOLDER indirect 1997-12-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC MEMBER direct 1999-03-01
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. LIMITED PARTNER direct 1999-03-01
DOHERTY, DAVID CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. CHIEF COMPLIANCE OFFICER direct 2007-07-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER direct 2007-07-01
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. CHIEF COMPLIANCE OFFICER direct 2007-07-01
BURNS, PEGGY MANAGING DIRECTOR 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC MANAGING DIRECTOR direct 2010-06-01
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. DIRECTOR direct 2008-12-01
SGRIZZI, MATTHEW MANAGING DIRECTOR 05/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. DIRECTOR direct 2008-07-01
KAUFMAN, LISA, L MANAGING DIRECTOR 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC MANAGING DIRECTOR direct 2016-09-01
JONES LANG LASALLE INCORPORATED SHAREHOLDER LASALLE INVESTMENT MANAGEMENT, INC. 04/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. SHAREHOLDER indirect 1997-04-01
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. SHAREHOLDER indirect 1997-04-01
LASALLE INVESTMENT MANAGEMENT, INC. SHAREHOLDER direct 1997-04-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, L.P. SOLE STOCKHOLDER OF LACM direct 1997-07-01 2001-03-30
LASALLE INVESTMENT MANAGEMENT, INC. PARENT direct 1997-07-01 2005-04-06
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. SOLE STOCKHOLDER OF LASALLE INVESTMENT MANAGEMENT direct 1997-07-01 2005-04-06

LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC

ownership team - last updated 2017-04-10
Name Title Start Date Direct/Indirect % Ownership
KRASKA, STANLEY, JR. MANAGING DIRECTOR 09/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. COO/CCO/DIR direct 2003-09-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC MANAGING DIRECTOR direct 2003-09-01
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. COO/DIR direct 2003-09-01
LASALLE INVESTMENT MANAGEMENT INC. MEMBER 03/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. SHAREHOLDER indirect 1997-12-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC MEMBER direct 1999-03-01
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. LIMITED PARTNER direct 1999-03-01
DOHERTY, DAVID CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. CHIEF COMPLIANCE OFFICER direct 2007-07-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER direct 2007-07-01
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. CHIEF COMPLIANCE OFFICER direct 2007-07-01
BURNS, PEGGY MANAGING DIRECTOR 06/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC MANAGING DIRECTOR direct 2010-06-01
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. DIRECTOR direct 2008-12-01
JONES LANG LASALLE INCORPORATED SHAREHOLDER LASALLE INVESTMENT MANAGEMENT, INC. 04/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. SHAREHOLDER indirect 1997-04-01
LASALLE INVESTMENT MANAGEMENT SECURITIES B.V. SHAREHOLDER indirect 1997-04-01
LASALLE INVESTMENT MANAGEMENT, INC. SHAREHOLDER direct 1997-04-01
LASALLE INVESTMENT MANAGEMENT SECURITIES, L.P. SOLE STOCKHOLDER OF LACM direct 1997-07-01 2001-03-30
LASALLE INVESTMENT MANAGEMENT, INC. PARENT direct 1997-07-01 2005-04-06
LASALLE INVESTMENT MANAGEMENT (SECURITIES), L.P. SOLE STOCKHOLDER OF LASALLE INVESTMENT MANAGEMENT direct 1997-07-01 2005-04-06

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