Hazelview Securities Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Hazelview Securities Inc. reported 33 stock positions worth $550.1 million. Its top holding was Prologis (PLD) at 9.9% of the portfolio, followed by Equinix (EQIX, 8.3%) and Welltower (WELL, 7.2%). Compared with Q4 2024, it opened 13 new positions, sold out of 7, added to 10 and reduced 9. The biggest buy was a new position in Camden Property Trust (CPT) and the biggest sale an exit from Avalonbay Communities (AVB).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001705265
- Portfolio Value
- $550.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001023 ↗ filed May 13, 2025
Holdings Value
Holdings 33 stocks · $550.1M
| PLD Prologis Inc. | 9.91% | 487,855 | $54.5M | Add +38.6% |
| EQIX Equinix Inc. | 8.30% | 55,974 | $45.6M | Add +4.3% |
| WELL Welltower Inc. | 7.20% | 258,569 | $39.6M | Add +7.2% |
| PSA Public Storage | 6.93% | 127,332 | $38.1M | Add +1.8% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 5.89% | 452,495 | $32.4M | Add +37.3% |
| INVH Invitation Homes Inc. | 5.25% | 828,595 | $28.9M | Reduce -11.1% |
| CPT Camden Property Trust | 4.80% | 215,940 | $26.4M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 4.49% | 757,666 | $24.7M | Add +20.2% |
| SNDA Sonida Senior Living Inc. | 4.39% | 1,037,426 | $24.2M | Reduce -3.0% |
| AMT American Tower Corp. | 4.33% | 109,400 | $23.8M | Reduce -7.1% |
| ADC Agree Realty Corp. | 4.02% | 286,699 | $22.1M | Reduce -14.4% |
| DLR Digital Realty Trust Inc. | 3.93% | 150,746 | $21.6M | Reduce -46.5% |
| REG Regency Centers Corp. | 3.73% | 277,900 | $20.5M | Reduce -21.4% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.63% | 155,294 | $20.0M | Add +37.0% |
| VTR Ventas Inc. | 3.39% | 271,165 | $18.6M | Add +270.2% |
| CBRE CBRE Group Inc. Class A | 3.33% | 140,094 | $18.3M | Add +1.4% |
| FR First Industrial Realty TR | 2.43% | 247,995 | $13.4M | New |
| MAC The Macerich Co. | 2.28% | 730,133 | $12.5M | Add +15.7% |
| NNN NNN REIT Inc. | 2.15% | 277,860 | $11.9M | New |
| BRX Brixmor Property Group Inc. | 2.12% | 440,000 | $11.7M | New |
| HLT Hilton Worldwide Holdings Inc. | 2.09% | 50,470 | $11.5M | New |
| EGP Eastgroup Properties Inc. | 1.75% | 54,500 | $9.6M | New |
| SHO Sunstone Hotel Investors Inc. | 1.59% | 931,542 | $8.8M | Reduce -36.0% |
| HIW Highwoods Properties Inc. | 1.47% | 272,650 | $8.1M | New |
| VRE Veris Residential Inc. | 0.34% | 111,140 | $1.9M | Reduce -12.1% |
| UHG United Homes Group Inc. | 0.08% | 155,987 | $437K | No change |
| SPG Simon Property Group Inc. | 0.05% | 1,570 | $261K | New |
| LXP LXP Industrial Trust | 0.03% | 19,190 | $166K | Reduce -98.6% |
| APLE Apple Hospitality REIT Inc. | 0.03% | 12,730 | $164K | New |
| HST Host Hotels & Resorts Inc. | 0.03% | 11,470 | $163K | New |
| GNL Global Net Lease Inc. | 0.02% | 10,680 | $86K | New |
| MPT Medical Properties Trust Inc. | 0.02% | 14,200 | $86K | New |
| ESRT Empire State Realty Trust-A | 0.02% | 10,860 | $85K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −6.35 |
| DLR Digital Realty Trust Inc. | Reduce -46.5% | 3.93% | −5.30 |
| EPRT Essential Properties Realty | Sold out | 0.00% | −3.66 |
| RHP Ryman Hospitality Properties | Sold out | 0.00% | −3.04 |
| REXR Rexford Industrial Realty Inc. | Sold out | 0.00% | −2.01 |
| LXP LXP Industrial Trust | Reduce -98.6% | 0.03% | −1.99 |
| CTRE Caretrust REIT Inc. | Sold out | 0.00% | −1.88 |
| SHO Sunstone Hotel Investors Inc. | Reduce -36.0% | 1.59% | −1.62 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.91 |
| REG Regency Centers Corp. | Reduce -21.4% | 3.73% | −0.86 |
| ADC Agree Realty Corp. | Reduce -14.4% | 4.02% | −0.28 |
| INVH Invitation Homes Inc. | Reduce -11.1% | 5.25% | −0.06 |
| PDM Piedmont Realty Trust Inc. | Sold out | 0.00% | −0.03 |
| VRE Veris Residential Inc. | Reduce -12.1% | 0.34% | −0.03 |
| SNDA Sonida Senior Living Inc. | Reduce -3.0% | 4.39% | +0.04 |
| AMT American Tower Corp. | Reduce -7.1% | 4.33% | +0.45 |
Portfolio Buys Q4 2024 → Q1 2025
| CPT Camden Property Trust | New | 4.80% | +4.80 |
| PLD Prologis Inc. | Add +38.6% | 9.91% | +3.06 |
| VTR Ventas Inc. | Add +270.2% | 3.39% | +2.63 |
| FR First Industrial Realty TR | New | 2.43% | +2.43 |
| NNN NNN REIT Inc. | New | 2.15% | +2.15 |
| BRX Brixmor Property Group Inc. | New | 2.12% | +2.12 |
| HLT Hilton Worldwide Holdings Inc. | New | 2.09% | +2.09 |
| VMRK Vivmark Residential | Add +37.3% | 5.89% | +1.78 |
| EGP Eastgroup Properties Inc. | New | 1.75% | +1.75 |
| WELL Welltower Inc. | Add +7.2% | 7.20% | +1.74 |
| HIW Highwoods Properties Inc. | New | 1.47% | +1.47 |
| VICI Vici Properties Inc. | Add +20.2% | 4.49% | +1.09 |
| SUI Sun Communities Inc. | Add +37.0% | 3.63% | +1.09 |
| PSA Public Storage | Add +1.8% | 6.93% | +0.18 |
| SPG Simon Property Group Inc. | New | 0.05% | +0.05 |
| APLE Apple Hospitality REIT Inc. | New | 0.03% | +0.03 |
| HST Host Hotels & Resorts Inc. | New | 0.03% | +0.03 |
| GNL Global Net Lease Inc. | New | 0.02% | +0.02 |
| MPT Medical Properties Trust Inc. | New | 0.02% | +0.02 |
| ESRT Empire State Realty Trust-A | New | 0.02% | +0.02 |
| CBRE CBRE Group Inc. Class A | Add +1.4% | 3.33% | −0.01 |
| MAC The Macerich Co. | Add +15.7% | 2.28% | −0.06 |
| EQIX Equinix Inc. | Add +4.3% | 8.30% | −0.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $721.7M | WELL, EQIX, PLD, DLR, VMRK |
| Q1 2026 | 45 | $537.2M | PLD, WELL, EQIX, DLR, SNDA |
| Q4 2025 | 42 | $519.5M | PLD, EQIX, WELL, DLR, SPG |
| Q3 2025 | 36 | $530.9M | PLD, DLR, WELL, EQIX, SPG |
| Q2 2025 | 26 | $564.1M | PLD, DLR, WELL, EQIX, VMRK |
| Q1 2025 | 33 | $550.1M | PLD, EQIX, WELL, PSA, VMRK |
| Q4 2024 | 27 | $548.1M | DLR, EQIX, PLD, PSA, AVB |
| Q2 2024 | 29 | $529.1M | DLR, EQIX, PSA, WELL, INVH |
| Q1 2024 | 40 | $530.2M | PLD, DLR, EQIX, EXR, INVH |