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LaSalle Investment Management Securities, LLC
Matthew Sgrizzi · Asset Manager · Value
LaSalle Investment Management Securities, LLC is the specialized public equity division of LaSalle Investment Management, a premier global real estate investment manager and independent subsidiary of JLL. With over 35 years of experience in the listed real estate sector, the firm manages actively traded portfolios of REITs and other real estate-related securities for institutional and private investors. It combines top-down market research with bottom-up fundamental analysis to identify mispriced securities across global markets. Headquartered in Chicago, the institution leverages its parent's expansive real estate network to provide clients with liquid, diversified access to high-quality real estate assets and consistent income growth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.5% |
| YTD return | +12.3% |
| Sharpe ratio | 3.93 |
| Win rate | 51% |
| AUM | $2.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.lasalle.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| EQIX | Equinix Inc | 14.8% | +27.8% |
| WELL | Welltower Inc | 12.9% | +27.0% |
| PLD | Prologis Inc | 6.9% | +16.6% |
| PSA | Public Storage | 6.5% | +2.5% |
| SPG | Simon Property Group Inc | 5.3% | +9.1% |
| AMH | American Homes 4 Rent | 5.2% | -2.3% |
| AMT | American Tower Corp | 5.2% | -5.1% |
| REXR | Rexford Industrial Realty Inc | 4.5% | +4.9% |
| GLPI | Gaming & Leisure Properties | 4.2% | -11.8% |
| CUBE | CubeSmart | 4.2% | -4.9% |
| SBRA | Sabra Healthcare REIT Inc | 3.7% | +1.0% |
| UDR | UDR Inc | 3.5% | -4.1% |
| OUT | Outfront Media Inc | 3.4% | +57.4% |
| COLD | Americold Realty Trust | 3.3% | +20.6% |
| FCPT | Four Corners Property Trust Inc | 3.0% | -4.5% |
| ADC | Agree Realty Corporation | 2.9% | -7.7% |
| ELS | Equity Lifestyle Properties Inc | 2.8% | -8.1% |
| VTR | Ventas Inc | 2.8% | +27.6% |
| ESRT | Empire State Realty Trust Inc | 2.7% | -11.1% |
| NHP | National Healthcare Properties, Inc. | 2.4% | -7.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | AVB | 2.8% → 0.0% |
| Aug 24, 2026 | BUY | WELL | 12.5% → 12.9% |
| Aug 24, 2026 | BUY | PSA | 6.3% → 6.5% |
| Aug 24, 2026 | BUY | VTR | 2.7% → 2.8% |
| Aug 24, 2026 | SELL | EQR | 4.2% → 0.0% |
Investment Style Analysis
LaSalle Investment Management Securities, LLC is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $2.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the REIT - Specialty and REIT - Industrial sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, LaSalle Investment Management Securities, LLC made a significant move by reducing the position in AVB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's philosophy centers on a disciplined, active, and valuation-oriented approach to public real estate securities. It focuses on identifying mispriced REITs and listed real estate companies by combining deep bottom-up fundamental analysis with a top-down assessment of global market conditions. The firm emphasizes 'Intrinsic Value,' incorporating sustainability and governance metrics into its assessment of a company's fair value. By leveraging the extensive global real estate platform of its parent company, JLL, the firm aims to deliver superior risk-adjusted returns and liquid exposure to high-quality real estate assets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with LaSalle Investment Management Securities, LLC.
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Frequently asked questions
How is the simulated portfolio for LaSalle Investment Management Securities, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is LaSalle Investment Management Securities, LLC's largest holding?
As of the latest filing, LaSalle Investment Management Securities, LLC's top position is Equinix Inc (EQIX), representing 14.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is LaSalle Investment Management Securities, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.5% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.93, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does LaSalle Investment Management Securities, LLC primarily invest in?
LaSalle Investment Management Securities, LLC has a strong preference for the REIT - Specialty sector, which makes up 27.5% of their disclosed assets. The portfolio also has exposure to REIT - Industrial, indicating a specific thematic focus.
Is LaSalle Investment Management Securities, LLC's portfolio concentrated or diversified?
LaSalle Investment Management Securities, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has LaSalle Investment Management Securities, LLC performed in 2026?
Our AI-simulated model portfolio for LaSalle Investment Management Securities, LLC tracks a Year-to-Date (YTD) return of +12.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Matthew Sgrizzi manage LaSalle Investment Management Securities, LLC directly?
Yes, Matthew Sgrizzi serves as the key portfolio manager for LaSalle Investment Management Securities, LLC, overseeing the investment strategy and final capital allocation decisions.