Hedge Fund Database

LASALLE INVESTMENT MANAGEMENT SECURITIES

LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC Legal Name

Adviser information for LASALLE INVESTMENT MANAGEMENT SECURITIES last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 30
Investment Advisory/Research 28
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 8

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 26 $3.2B
Non-Discretionary 0 $0
Total 26 $3.2B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $26.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 10 $2.5B
Pension and profit sharing plans <5 $206.6M
Charitable organizations <5 $14.3M
State or municipal gov entities <5 $289.5M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 5 $121.7M
Other <5 $96.8M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 42
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-48201
SEC ERA File Number 801-48201
SEC CIK Numbers 1085601
SEC CRD Numbers 111179
Legal Entity Identifier 549300VJEOCIEDNB1R52

Principal Office

100 EAST PRATT STREET
20TH FLOOR
BALTIMORE
MD
United States
Monday - Friday, 8:30AM 5:30PM EST
Tel: 410-878-4800, Fax: 410-878-4889

Websites

www.lasalle.com www.linkedin.com/company/lasalle-investment-management/ twitter.com/lasalleesg www.youtube.com/user/lasalleinvestmentmgm vimeo.com/user18808144 www.facebook.com/lasalleim www.instagram.com/lasalleim/ www.glassdoor.com/overview/working-at-lasalle-investment-management-ei_ie260546.11,40.htm

Chief Compliance Officer

CHAIM PREISER
100 EAST PRATT STREET
20TH FLOOR
BALTIMORE
MD
United States
Tel: 410 878 4865
Fax: 410 878 4933
(Full email address available in API data)

Regulatory Contact

DAVID DOHERTY
CHIEF LEGAL OFFICER
333 WEST WACKER DRIVE
23RD FLOOR
CHICAGO
IL
United States
Tel: 312 897 4128
Fax: 312 897 4000
(Full email address available in API data)

Industry Affiliates

JONES LANG LASALLE AMERICAS, INC. Registered municipal advisorReal estate broker or dealer
LASALLE GMBH Other investment adviser, including financial planners
LASALLE INVESTMENT MANAGEMENT Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles
LASALLE INVESTMENT MANAGEMENT Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
LASALLE INVESTMENT MANAGEMENT ASIA PTE. LTD Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
LASALLE INVESTMENT MANAGEMENT KK Other investment adviser, including financial plannersReal estate broker or dealer
LASALLE INVESTMENT MANAGEMENT SAS Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LASALLE INVESTMENT MANAGEMENT INC. Domestic Entity – MEMBER 03/1999 > 75%
JONES LANG LASALLE INCORPORATED Domestic Entity LASALLE INVESTMENT MANAGEMENT, INC. SHAREHOLDER 04/1997 > 75%
DOHERTY, DAVID Individual – CHIEF LEGAL OFFICER 07/2007 < 5%
SGRIZZI, MATTHEW Individual – MANAGING DIRECTOR 05/2015 < 5%
KAUFMAN, LISA, L Individual – MANAGING DIRECTOR 09/2016 < 5%
MCWILLIAMS, IAN, SCOTT Individual – MANAGING DIRECTOR 07/2015 < 5%
PREISER, CHAIM, T Individual – CHIEF COMPLIANCE OFFICER 05/2022 < 5%

No. Employees, Historic

4020020202021202220232024202538 on 3/31/202033 on 3/31/202130 on 3/31/202230 on 5/9/202230 on 3/31/202330 on 3/29/2024

RAUM, Historic

6B3B02020202120222023202420255549951160 on 3/31/20204548978313 on 3/31/20214429986176 on 3/31/20224429986176 on 5/9/20223053871081 on 3/31/20233217398825 on 3/29/2024

No. Clients, Historic

2010020202021202220232024202517 on 3/31/202017 on 3/31/202110 on 3/31/202210 on 5/9/202215 on 3/31/202315 on 3/29/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AGREE REALTY CORP COMM STK 57M 921K –
ALEXANDRIA REAL ESTATE EQUITIES INC COMM STK 51M 432K –
AMERICAN HEALTHCARE REIT INC COMM STK 20M 1M –
AMERICAN TOWER CORP COMM STK 117M 602K –
AMERICOLD REALTY TRUST COMM STK 49M 2M –
AVALONBAY COMMUNITIES INC COMM STK 109M 526K –
BROADSTONE NET LEASE INC COMM STK 18M 1M –
CAMDEN PROPERTY TRUST COMM STK 2K 19 –
COPT DEFENSE PROPERTIES COMM STK 15M 590K –
CROWN CASTLE INTL CORP COMM STK 7M 75K –
CUBESMART COMM STK 23M 510K –
DIGITAL REALTY TRUST INC COMM STK 132M 871K –
EQUINIX INC COMM STK 184M 243K –
EQUITY RESIDENTIAL COMM STK 46M 665K –
ESSEX PROPERTY TRUST INC COMM STK 9M 34K –
EXTRA SPACE STORAGE INC COMM STK 39M 251K –
FEDERAL REALTY INVESTMENT TRUST COMM STK 2M 15K –
FIRST INDUSTRIAL REALTY TRUST INC COMM STK 72M 2M –
GAMING AND LEISURE PROP INC COMM STK 72M 2M –
HEALTHPEAK PROPERTIES INC COMM STK 78M 4M –
HOST HOTELS & RESORTS INC COMM STK 28M 2M –
INVITATION HOMES INC COMM STK 94M 3M –
KILROY REALTY CORP COMM STK 1M 35K –
KIMCO REALTY CORP COMM STK 35M 2M –
LAMAR ADVERTISING CO COMM STK 341K 3K –
LXP INDUSTRIAL TRUST COMM STK 20M 2M –
NATIONAL HEALTH INVESTORS INC COMM STK 41M 601K –
OUTFRONT MEDIA INC COMM STK 47M 3M –
PROLOGIS INC COMM STK 174M 2M –
PUBLIC STORAGE COMM STK 156M 542K –
REALTY INCOME CORP COMM STK 117M 2M –
REGENCY CENTERS CORP COMM STK 23M 370K –
RETAIL OPPORTUNITY INVESTMENTS CORP COMM STK 51M 4M –
REXFORD INDUSTRIAL REALTY INC COMM STK 5M 123K –
SABRA HEALTHCARE REIT INC COMM STK 4K 271 –
SBA COMMUNICATIONS CORP COMM STK 6M 30K –
SIMON PROPERTY GROUP INC COMM STK 76M 498K –
SUN COMMUNITIES INC COMM STK 53M 438K –
SUNSTONE HOTEL INVESTORS INC COMM STK 11M 1M –
UDR INC COMM STK 66M 2M –
VENTAS INC COMM STK 30M 593K –
VICI PROPERTIES INC COMM STK 86M 3M –
VORNADO REALTY TRUST COMM STK 16M 620K –
WELLTOWER INC COMM STK 98M 941K –
WEYERHAEUSER CO COMM STK 652K 23K –