Hazelview Securities Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Hazelview Securities Inc. reported 26 stock positions worth $564.1 million. Its top holding was Prologis (PLD) at 8.6% of the portfolio, followed by Digital Realty Trust (DLR, 7.9%) and Welltower (WELL, 7.4%). Compared with Q1 2025, it opened 3 new positions, sold out of 10, added to 16 and reduced 7. The biggest buy was Digital Realty Trust (DLR, shares +73%) and the biggest sale an exit from Sun Communities (SUI).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001705265
- Portfolio Value
- $564.1M (Q2 2025)
- SEC Filing
- 0001420506-25-002090 ↗ filed Aug 14, 2025
Holdings Value
Holdings 26 stocks · $564.1M
| PLD Prologis Inc. | 8.64% | 455,927 | $48.7M | Reduce -6.5% |
| DLR Digital Realty Trust Inc. | 7.91% | 261,377 | $44.6M | Add +73.4% |
| WELL Welltower Inc. | 7.39% | 274,848 | $41.7M | Add +6.3% |
| EQIX Equinix Inc. | 6.74% | 49,525 | $38.0M | Reduce -11.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 5.67% | 480,219 | $32.0M | Add +6.1% |
| INVH Invitation Homes Inc. | 5.39% | 943,081 | $30.4M | Add +13.8% |
| CPT Camden Property Trust | 4.67% | 232,317 | $26.3M | Add +7.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 4.49% | 766,949 | $25.3M | Add +1.2% |
| SNDA Sonida Senior Living Inc. | 4.26% | 970,139 | $24.1M | Reduce -6.5% |
| VTR Ventas Inc. | 4.19% | 376,795 | $23.6M | Add +39.0% |
| HLT Hilton Worldwide Holdings Inc. | 3.93% | 81,139 | $22.1M | Add +60.8% |
| ADC Agree Realty Corp. | 3.86% | 305,233 | $21.8M | Add +6.5% |
| CUBE Cubesmart | 3.84% | 508,040 | $21.6M | New |
| PSA Public Storage | 3.76% | 72,992 | $21.2M | Reduce -42.7% |
| CBRE CBRE Group Inc. Class A | 3.70% | 149,121 | $20.9M | Add +6.4% |
| SPG Simon Property Group Inc. | 3.58% | 123,630 | $20.2M | Add +7774.5% |
| REG Regency Centers Corp. | 3.48% | 282,545 | $19.7M | Add +1.7% |
| AMT American Tower Corp. | 2.93% | 74,885 | $16.5M | Reduce -31.6% |
| EGP Eastgroup Properties Inc. | 2.55% | 85,525 | $14.4M | Add +56.9% |
| NNN NNN REIT Inc. | 2.28% | 297,980 | $12.9M | Add +7.2% |
| SLG SL Green Realty Corp. | 1.89% | 173,100 | $10.7M | New |
| BRX Brixmor Property Group Inc. | 1.82% | 402,842 | $10.3M | Reduce -8.4% |
| HIW Highwoods Properties Inc. | 1.64% | 299,572 | $9.3M | Add +9.9% |
| HUDSON PAC PPTYS INC | 1.07% | 2,227,200 | $6.0M | New |
| VRE Veris Residential Inc. | 0.29% | 111,324 | $1.6M | Add +0.2% |
| LXP LXP Industrial Trust | 0.02% | 14,190 | $118K | Reduce -26.1% |
Portfolio Sells Q1 2025 → Q2 2025
| SUI Sun Communities Inc. | Sold out | 0.00% | −3.63 |
| PSA Public Storage | Reduce -42.7% | 3.76% | −3.16 |
| FR First Industrial Realty TR | Sold out | 0.00% | −2.43 |
| MAC The Macerich Co. | Sold out | 0.00% | −2.28 |
| SHO Sunstone Hotel Investors Inc. | Sold out | 0.00% | −1.59 |
| EQIX Equinix Inc. | Reduce -11.5% | 6.74% | −1.56 |
| AMT American Tower Corp. | Reduce -31.6% | 2.93% | −1.40 |
| PLD Prologis Inc. | Reduce -6.5% | 8.64% | −1.28 |
| BRX Brixmor Property Group Inc. | Reduce -8.4% | 1.82% | −0.30 |
| SNDA Sonida Senior Living Inc. | Reduce -6.5% | 4.26% | −0.13 |
| UHG United Homes Group Inc. | Sold out | 0.00% | −0.08 |
| APLE Apple Hospitality REIT Inc. | Sold out | 0.00% | −0.03 |
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −0.03 |
| GNL Global Net Lease Inc. | Sold out | 0.00% | −0.02 |
| MPT Medical Properties Trust Inc. | Sold out | 0.00% | −0.02 |
| ESRT Empire State Realty Trust-A | Sold out | 0.00% | −0.02 |
| LXP LXP Industrial Trust | Reduce -26.1% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| DLR Digital Realty Trust Inc. | Add +73.4% | 7.91% | +3.99 |
| CUBE Cubesmart | New | 3.84% | +3.84 |
| SPG Simon Property Group Inc. | Add +7774.5% | 3.58% | +3.53 |
| SLG SL Green Realty Corp. | New | 1.89% | +1.89 |
| HLT Hilton Worldwide Holdings Inc. | Add +60.8% | 3.93% | +1.84 |
| HUDSON PAC PPTYS INC | New | 1.07% | +1.07 |
| EGP Eastgroup Properties Inc. | Add +56.9% | 2.55% | +0.80 |
| VTR Ventas Inc. | Add +39.0% | 4.19% | +0.80 |
| CBRE CBRE Group Inc. Class A | Add +6.4% | 3.70% | +0.37 |
| WELL Welltower Inc. | Add +6.3% | 7.39% | +0.19 |
| HIW Highwoods Properties Inc. | Add +9.9% | 1.64% | +0.18 |
| INVH Invitation Homes Inc. | Add +13.8% | 5.39% | +0.14 |
| NNN NNN REIT Inc. | Add +7.2% | 2.28% | +0.13 |
| VICI Vici Properties Inc. | Add +1.2% | 4.49% | −0.00 |
| VRE Veris Residential Inc. | Add +0.2% | 0.29% | −0.05 |
| CPT Camden Property Trust | Add +7.6% | 4.67% | −0.13 |
| ADC Agree Realty Corp. | Add +6.5% | 3.86% | −0.16 |
| VMRK Vivmark Residential | Add +6.1% | 5.67% | −0.22 |
| REG Regency Centers Corp. | Add +1.7% | 3.48% | −0.24 |
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 |