Hazelview Securities Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Hazelview Securities Inc. reported 45 stock positions worth $537.2 million. Its top holding was Prologis (PLD) at 12.0% of the portfolio, followed by Welltower (WELL, 11.5%) and Equinix (EQIX, 10.0%). Compared with Q4 2025, it opened 13 new positions, sold out of 10, added to 20 and reduced 12. The biggest buy was Welltower (WELL, shares +83%) and the biggest sale Invitation Homes (INVH, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001705265
- Portfolio Value
- $537.2M (Q1 2026)
- SEC Filing
- 0001420506-26-000988 ↗ filed May 14, 2026
Holdings Value
Holdings 45 stocks · $537.2M
| PLD Prologis Inc. | 11.99% | 487,233 | $64.4M | Add +6.2% |
| WELL Welltower Inc. | 11.52% | 312,963 | $61.9M | Add +83.3% |
| EQIX Equinix Inc. | 10.05% | 55,073 | $54.0M | Reduce -12.5% |
| DLR Digital Realty Trust Inc. | 7.02% | 209,349 | $37.7M | Add +2.1% |
| SNDA Sonida Senior Living Inc. | 4.01% | 668,647 | $21.6M | Reduce -13.9% |
| SPG Simon Property Group Inc. | 3.73% | 107,424 | $20.0M | Reduce -37.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.55% | 321,976 | $19.0M | Reduce -24.0% |
| EXR Extra Space Storage Inc. | 3.38% | 138,260 | $18.1M | Reduce -18.6% |
| CUBE Cubesmart | 3.37% | 494,360 | $18.1M | Reduce -1.9% |
| FRT Federal Realty Invs Trust | 3.32% | 167,710 | $17.8M | Add +19.8% |
| HST Host Hotels & Resorts Inc. | 3.22% | 902,810 | $17.3M | Add +49.5% |
| BRX Brixmor Property Group Inc. | 3.19% | 595,420 | $17.1M | Add +4.4% |
| EPRT Essential Properties Realty | 3.14% | 554,738 | $16.8M | Add +10.9% |
| ADC Agree Realty Corp. | 3.01% | 214,369 | $16.2M | Add +22.3% |
| CBRE CBRE Group Inc. Class A | 2.87% | 113,644 | $15.4M | Add +12.6% |
| BNL Broadstone Net Lease Inc. | 2.74% | 804,500 | $14.7M | Reduce -3.1% |
| EGP Eastgroup Properties Inc. | 2.72% | 78,905 | $14.6M | Add +14.2% |
| SLG SL Green Realty Corp. | 2.69% | 390,504 | $14.4M | Add +25.8% |
| GLPI Gaming and Leisure Propertie | 2.68% | 324,630 | $14.4M | Add +5028.4% |
| CPT Camden Property Trust | 2.65% | 145,846 | $14.2M | Reduce -38.5% |
| UDR Udr Inc. | 2.05% | 325,580 | $11.0M | New |
| VTR Ventas Inc. | 1.87% | 123,065 | $10.1M | Reduce -57.1% |
| CCI Crown Castle Inc. | 1.81% | 119,720 | $9.7M | Add +6.7% |
| HLT Hilton Worldwide Holdings Inc. | 1.10% | 19,360 | $5.9M | Reduce -55.8% |
| IYR iShares US Real Estate ETF | 0.34% | 19,190 | $1.8M | New |
| MAC The Macerich Co. | 0.16% | 46,680 | $882K | Add +96.1% |
| AVB Avalonbay Communities Inc. | 0.16% | 5,370 | $877K | Add +158.2% |
| INVH Invitation Homes Inc. | 0.16% | 35,085 | $872K | Reduce -95.3% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.16% | 6,720 | $846K | New |
| LXP LXP Industrial Trust | 0.15% | 17,938 | $830K | Add +60.4% |
| HIW Highwoods Properties Inc. | 0.14% | 34,473 | $738K | Add +228.8% |
| RHP Ryman Hospitality Properties | 0.10% | 5,940 | $548K | Add +50.8% |
| PK Park Hotels & Resorts Inc. | 0.10% | 52,030 | $548K | Add +228.1% |
| KIM Kimco Realty Corp. | 0.10% | 23,930 | $538K | Reduce -10.7% |
| CUZ Cousins Properties Inc. | 0.10% | 23,790 | $537K | New |
| AMT American Tower Corp. | 0.10% | 3,015 | $520K | Add +40.6% |
| SMA Smartstop Self Storage REIT | 0.10% | 16,990 | $514K | New |
| AHR American Healthcare REIT Inc. | 0.09% | 10,360 | $489K | New |
| MPT Medical Properties Trust Inc. | 0.09% | 103,510 | $479K | New |
| COLD Americold Realty Trust Inc. | 0.06% | 28,800 | $330K | New |
| AKR Acadia Realty Trust | 0.06% | 17,260 | $330K | New |
| IRT Independence Realty Trust Inc. | 0.06% | 21,990 | $327K | New |
| EPR Epr Properties filed as EPR PPTYS | 0.06% | 6,320 | $316K | New |
| BDN Brandywine Realty Trust | 0.02% | 47,140 | $128K | New |
| GNL Global Net Lease Inc. | 0.02% | 13,300 | $124K | New |
Portfolio Sells Q4 2025 → Q1 2026
| INVH Invitation Homes Inc. | Reduce -95.3% | 0.16% | −3.84 |
| VTR Ventas Inc. | Reduce -57.1% | 1.87% | −2.40 |
| CPT Camden Property Trust | Reduce -38.5% | 2.65% | −2.38 |
| SPG Simon Property Group Inc. | Reduce -37.6% | 3.73% | −2.37 |
| VMRK Vivmark Residential | Reduce -24.0% | 3.55% | −1.51 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -55.8% | 1.10% | −1.37 |
| EXR Extra Space Storage Inc. | Reduce -18.6% | 3.38% | −0.91 |
| SNDA Sonida Senior Living Inc. | Reduce -13.9% | 4.01% | −0.76 |
| VRE Veris Residential Inc. | Sold out | 0.00% | −0.34 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.16 |
| APLE Apple Hospitality REIT Inc. | Sold out | 0.00% | −0.10 |
| PDM Piedmont Realty Trust Inc. | Sold out | 0.00% | −0.07 |
| ESRT Empire State Realty Trust-A | Sold out | 0.00% | −0.07 |
| REG Regency Centers Corp. | Sold out | 0.00% | −0.07 |
| CUBE Cubesmart | Reduce -1.9% | 3.37% | −0.06 |
| UMH Umh Properties Inc. | Sold out | 0.00% | −0.06 |
| BNL Broadstone Net Lease Inc. | Reduce -3.1% | 2.74% | −0.05 |
| DEI Douglas Emmett Inc. | Sold out | 0.00% | −0.05 |
| GTY Getty Realty Corp. | Sold out | 0.00% | −0.05 |
| SBRA Sabra Health Care REIT Inc. | Sold out | 0.00% | −0.05 |
| KIM Kimco Realty Corp. | Reduce -10.7% | 0.10% | −0.00 |
| EQIX Equinix Inc. | Reduce -12.5% | 10.05% | +0.79 |
Portfolio Buys Q4 2025 → Q1 2026
| WELL Welltower Inc. | Add +83.3% | 11.52% | +5.37 |
| GLPI Gaming and Leisure Propertie | Add +5028.4% | 2.68% | +2.63 |
| UDR Udr Inc. | New | 2.05% | +2.05 |
| HST Host Hotels & Resorts Inc. | Add +49.5% | 3.22% | +1.11 |
| DLR Digital Realty Trust Inc. | Add +2.1% | 7.02% | +0.90 |
| FRT Federal Realty Invs Trust | Add +19.8% | 3.32% | +0.65 |
| PLD Prologis Inc. | Add +6.2% | 11.99% | +0.59 |
| ADC Agree Realty Corp. | Add +22.3% | 3.01% | +0.58 |
| BRX Brixmor Property Group Inc. | Add +4.4% | 3.19% | +0.34 |
| IYR iShares US Real Estate ETF | New | 0.34% | +0.34 |
| EGP Eastgroup Properties Inc. | Add +14.2% | 2.72% | +0.33 |
| EPRT Essential Properties Realty | Add +10.9% | 3.14% | +0.24 |
| SUI Sun Communities Inc. | New | 0.16% | +0.16 |
| CUZ Cousins Properties Inc. | New | 0.10% | +0.10 |
| SMA Smartstop Self Storage REIT | New | 0.10% | +0.10 |
| AVB Avalonbay Communities Inc. | Add +158.2% | 0.16% | +0.09 |
| AHR American Healthcare REIT Inc. | New | 0.09% | +0.09 |
| MPT Medical Properties Trust Inc. | New | 0.09% | +0.09 |
| HIW Highwoods Properties Inc. | Add +228.8% | 0.14% | +0.09 |
| MAC The Macerich Co. | Add +96.1% | 0.16% | +0.08 |
| PK Park Hotels & Resorts Inc. | Add +228.1% | 0.10% | +0.07 |
| AKR Acadia Realty Trust | New | 0.06% | +0.06 |
| COLD Americold Realty Trust Inc. | New | 0.06% | +0.06 |
| IRT Independence Realty Trust Inc. | New | 0.06% | +0.06 |
| EPR Epr Properties | New | 0.06% | +0.06 |
| LXP LXP Industrial Trust | Add +60.4% | 0.15% | +0.05 |
| RHP Ryman Hospitality Properties | Add +50.8% | 0.10% | +0.03 |
| AMT American Tower Corp. | Add +40.6% | 0.10% | +0.02 |
| BDN Brandywine Realty Trust | New | 0.02% | +0.02 |
| GNL Global Net Lease Inc. | New | 0.02% | +0.02 |
| CCI Crown Castle Inc. | Add +6.7% | 1.81% | −0.10 |
| SLG SL Green Realty Corp. | Add +25.8% | 2.69% | −0.12 |
| CBRE CBRE Group Inc. Class A | Add +12.6% | 2.87% | −0.25 |
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 |