|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| LaSalle Investment Management Securities LLC
✚
|
|
|---|---|
| CRD # | 111179 |
| SEC # | 801-48201 |
| CIK # | 0001085601 |
| AUM | $3.1 B (2025-06-25) |
| Employees | 29 (93% Investors, 0% Brokers) |
| Phone | 410-878-4800 |
| Address | 650 South Exeter Street Baltimore, MD 21202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Equinix Inc | 0.2 | ||
| Health Care REIT Inc /DE/ | 0.2 | ||
| AMB Property Corp | 0.1 | ||
| Realty Income Corp | 0.1 | ||
| Public Storage | 0.1 | ||
| American Tower Corp /MA/ | 0.1 | ||
| Americold Realty Trust | 0.1 | ||
| Sun Communities Inc | 0.1 | ||
| Digital Realty Trust Inc | 0.1 | ||
| Alexandria Real Estate Equities Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.3 |
| (n) Other | 0 | 0.1 |
| Total | 24 | 3.1 |
| By Discretionary | ||
| Discretionary | 23 | 3.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 24 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 0.6 | |
| Total | 24 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001085601] | |
| SC 13G | [0001085601] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Biltmore Family Office LLC
✚
|
NC | 3.2 |
|
The Burney Company
✚
|
VA | 3.1 |
|
Evensky & Katz LLC
✚
|
FL | 3.1 |
|
Valor Advisors LLC
✚
|
FL | 3.1 |
|
Moors & Cabot Inc
✚
|
MA | 3.1 |
|
Courier Capital LLC
✚
|
NY | 3.1 |
|
PFG Advisors LLC
✚
|
AZ | 3.1 |
|
North Star Asset Management Inc
✚
|
WI | 3.1 |
|
Advus Financial Partners LLC
✚
|
FL | 3.1 |
|
Equity Investment Corporation
✚
|
GA | 3.1 |