LASALLE INVESTMENT MANAGEMENT SECURITIES LLC AMT — AMT Comm Stk

Ownership history in LASALLE INVESTMENT MANAGEMENT SECURITIES LLC  ·  58 quarters on record

AI Ownership Summary

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported AMT Comm Stk (AMT) in 58 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 5.5% in 2024 Q3. The latest visible filing shows AMT at 4.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's position in AMT Comm Stk, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMT was reported at 4.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.5% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMT stock page LASALLE INVESTMENT MANAGEMENT SECURITIES LLC fund profile LASALLE INVESTMENT MANAGEMENT SECURITIES LLC full holdings
How LASALLE INVESTMENT MANAGEMENT SECURITIES LLC held AMT — position size vs. price
% of Fund (quarterly)    AMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 695,301 +47,044 +7.3% 4.05% $113.7M 2026-08-12 $170.43
2026 Q1 ADDED — — — 648,257 +120,641 +22.9% 4.42% $111.9M 2026-05-13 $172.23
2025 Q4 ADDED — — — 527,616 +44,300 +9.2% 3.71% $92.6M 2026-02-10 $175.07
2025 Q3 ADDED — — — 483,316 +6,804 +1.4% 3.65% $93.0M 2025-11-12 $178.09
2025 Q2 ADDED — — — 476,512 +4,704 +1.0% 4.31% $105.3M 2025-08-12 $197.01
2025 Q1 REDUCED 28.3% +3.2% ❌ 471,808 -186,259 -28.3% 4.49% $102.7M 2025-05-14 $195.36
2024 Q4 ADDED — — — 658,067 +39,513 +6.4% 5.10% $120.7M 2025-02-13 $180.01
2024 Q3 ADDED — — — 618,554 +16,974 +2.8% 5.50% $143.9M 2024-11-12 $181.93
2024 Q2 REDUCED — — — 601,580 -12,985 -2.1% 5.01% $116.9M 2024-08-08 $208.49
2024 Q1 ADDED — — — 614,565 +117,410 +23.6% 5.01% $121.4M 2024-06-14 $183.70
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMT

As of 2026 Q2 — sorted by position size

IES Holdings, Inc. 9.08% Rockbridge Asset Management LLC 8.31% AVENIR CORP 3Y 7Y 8.11% GRS Advisors, LLC 3Y 7Y 7.51% Vert Asset Management LLC 3Y 6.21% Heard Capital LLC 3Y 5.63% Magellan Asset Management Ltd 3Y 7Y 5.14% DigitalBridge Group, Inc. 3Y 4.94% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 4.39% Harrison Street Private Wealth LLC 4.15%

FAQ About LASALLE INVESTMENT MANAGEMENT SECURITIES LLC and AMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported owning AMT?

LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported AMT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMT position in LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's portfolio?

The largest reported portfolio weight for AMT was 5.50% in 2024 Q3.

What is the latest reported AMT position on this page?

The most recent filing on this page is 2026 Q2, when LASALLE INVESTMENT MANAGEMENT SECURITIES LLC reported 695,301 shares, equal to 4.05% of portfolio, with an estimated market value of $113.7M.

What does the chart on this AMT ownership page compare?

The chart compares LASALLE INVESTMENT MANAGEMENT SECURITIES LLC's quarterly AMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LASALLE INVESTMENT MANAGEMENT SECURITIES LLC time their AMT position?

Based on 13F filing dates vs. subsequent AMT price moves, LASALLE INVESTMENT MANAGEMENT SECURITIES LLC correctly timed 24 out of 57 reported position changes (42%). The annualised alpha on AMT relative to SPY over the holding period was -5.0%.

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