Hazelview Securities Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Hazelview Securities Inc. reported 36 stock positions worth $530.9 million. Its top holding was Prologis (PLD) at 10.0% of the portfolio, followed by Digital Realty Trust (DLR, 8.6%) and Welltower (WELL, 7.2%). Compared with Q2 2025, it opened 14 new positions, sold out of 4, added to 9 and reduced 13. The biggest buy was a new position in Extra Space Storage (EXR) and the biggest sale an exit from Vici Properties (VICI).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001705265
- Portfolio Value
- $530.9M (Q3 2025)
- SEC Filing
- 0001420506-25-003445 ↗ filed Nov 14, 2025
Holdings Value
Holdings 36 stocks · $530.9M
| PLD Prologis Inc. | 9.96% | 461,655 | $52.9M | Add +1.3% |
| DLR Digital Realty Trust Inc. | 8.60% | 263,965 | $45.6M | Add +1.0% |
| WELL Welltower Inc. | 7.22% | 215,066 | $38.3M | Reduce -21.8% |
| EQIX Equinix Inc. | 6.49% | 44,001 | $34.5M | Reduce -11.2% |
| SPG Simon Property Group Inc. | 5.63% | 159,314 | $29.9M | Add +28.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 5.45% | 447,266 | $29.0M | Reduce -6.9% |
| SNDA Sonida Senior Living Inc. | 4.65% | 889,996 | $24.7M | Reduce -8.3% |
| CUBE Cubesmart | 4.39% | 573,130 | $23.3M | Add +12.8% |
| CPT Camden Property Trust | 4.33% | 215,316 | $23.0M | Reduce -7.3% |
| EXR Extra Space Storage Inc. | 4.28% | 161,130 | $22.7M | New |
| VTR Ventas Inc. | 4.23% | 320,945 | $22.5M | Reduce -14.8% |
| BRX Brixmor Property Group Inc. | 3.68% | 706,672 | $19.6M | Add +75.4% |
| EPRT Essential Properties Realty | 3.59% | 640,368 | $19.1M | New |
| CBRE CBRE Group Inc. Class A | 3.52% | 118,566 | $18.7M | Reduce -20.5% |
| HLT Hilton Worldwide Holdings Inc. | 3.47% | 70,939 | $18.4M | Reduce -12.6% |
| EGP Eastgroup Properties Inc. | 3.32% | 104,045 | $17.6M | Add +21.6% |
| ADC Agree Realty Corp. | 3.12% | 233,284 | $16.6M | Reduce -23.6% |
| CCI Crown Castle Inc. | 2.85% | 157,080 | $15.2M | New |
| INVH Invitation Homes Inc. | 2.82% | 510,720 | $15.0M | Reduce -45.9% |
| REG Regency Centers Corp. | 2.64% | 191,980 | $14.0M | Reduce -32.0% |
| HIW Highwoods Properties Inc. | 2.49% | 414,740 | $13.2M | Add +38.4% |
| SLG SL Green Realty Corp. | 2.32% | 206,354 | $12.3M | Add +19.2% |
| VRE Veris Residential Inc. | 0.33% | 113,857 | $1.7M | Add +2.3% |
| MAC The Macerich Co. | 0.07% | 20,020 | $364K | New |
| AVB Avalonbay Communities Inc. | 0.07% | 1,860 | $359K | New |
| ESRT Empire State Realty Trust-A | 0.07% | 46,230 | $354K | New |
| MAR Marriott International Class A | 0.06% | 1,150 | $300K | New |
| HST Host Hotels & Resorts Inc. | 0.06% | 17,585 | $299K | New |
| APLE Apple Hospitality REIT Inc. | 0.06% | 24,390 | $293K | New |
| PDM Piedmont Realty Trust Inc. | 0.05% | 28,820 | $259K | New |
| PSA Public Storage | 0.05% | 870 | $251K | Reduce -98.8% |
| AMT American Tower Corp. | 0.05% | 1,285 | $247K | Reduce -98.3% |
| KRG Kite Realty Group Trust | 0.04% | 9,600 | $214K | New |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 0.03% | 11,280 | $168K | New |
| CHCT Community Healthcare Trust I | 0.03% | 10,300 | $158K | New |
| MPT Medical Properties Trust Inc. | 0.02% | 23,560 | $119K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VICI Vici Properties Inc. | Sold out | 0.00% | −4.49 |
| PSA Public Storage | Reduce -98.8% | 0.05% | −3.72 |
| AMT American Tower Corp. | Reduce -98.3% | 0.05% | −2.88 |
| INVH Invitation Homes Inc. | Reduce -45.9% | 2.82% | −2.57 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −2.28 |
| HUDSON PAC PPTYS INC | Sold out | 0.00% | −1.07 |
| REG Regency Centers Corp. | Reduce -32.0% | 2.64% | −0.85 |
| ADC Agree Realty Corp. | Reduce -23.6% | 3.12% | −0.74 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -12.6% | 3.47% | −0.46 |
| CPT Camden Property Trust | Reduce -7.3% | 4.33% | −0.34 |
| EQIX Equinix Inc. | Reduce -11.2% | 6.49% | −0.25 |
| VMRK Vivmark Residential | Reduce -6.9% | 5.45% | −0.22 |
| CBRE CBRE Group Inc. Class A | Reduce -20.5% | 3.52% | −0.18 |
| WELL Welltower Inc. | Reduce -21.8% | 7.22% | −0.18 |
| LXP LXP Industrial Trust | Sold out | 0.00% | −0.02 |
| VTR Ventas Inc. | Reduce -14.8% | 4.23% | +0.04 |
| SNDA Sonida Senior Living Inc. | Reduce -8.3% | 4.65% | +0.38 |
Portfolio Buys Q2 2025 → Q3 2025
| EXR Extra Space Storage Inc. | New | 4.28% | +4.28 |
| EPRT Essential Properties Realty | New | 3.59% | +3.59 |
| CCI Crown Castle Inc. | New | 2.85% | +2.85 |
| SPG Simon Property Group Inc. | Add +28.9% | 5.63% | +2.05 |
| BRX Brixmor Property Group Inc. | Add +75.4% | 3.68% | +1.86 |
| PLD Prologis Inc. | Add +1.3% | 9.96% | +1.32 |
| HIW Highwoods Properties Inc. | Add +38.4% | 2.49% | +0.84 |
| EGP Eastgroup Properties Inc. | Add +21.6% | 3.32% | +0.77 |
| DLR Digital Realty Trust Inc. | Add +1.0% | 8.60% | +0.68 |
| CUBE Cubesmart | Add +12.8% | 4.39% | +0.55 |
| SLG SL Green Realty Corp. | Add +19.2% | 2.32% | +0.43 |
| MAC The Macerich Co. | New | 0.07% | +0.07 |
| AVB Avalonbay Communities Inc. | New | 0.07% | +0.07 |
| ESRT Empire State Realty Trust-A | New | 0.07% | +0.07 |
| HST Host Hotels & Resorts Inc. | New | 0.06% | +0.06 |
| MAR Marriott International Class A | New | 0.06% | +0.06 |
| APLE Apple Hospitality REIT Inc. | New | 0.06% | +0.06 |
| PDM Piedmont Realty Trust Inc. | New | 0.05% | +0.05 |
| KRG Kite Realty Group Trust | New | 0.04% | +0.04 |
| VRE Veris Residential Inc. | Add +2.3% | 0.33% | +0.04 |
| UMH Umh Properties Inc. | New | 0.03% | +0.03 |
| CHCT Community Healthcare Trust I | New | 0.03% | +0.03 |
| MPT Medical Properties Trust Inc. | New | 0.02% | +0.02 |
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 |