Presima Securities ULC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Presima Securities ULC reported 52 stock positions worth $430.2 million. Its top holding was Equinix (EQIX) at 8.7% of the portfolio, followed by Brixmor Property (BRX, 8.5%) and Realty Income (O, 7.4%). Compared with Q4 2023, it sold out of 2, added to 20 and reduced 19. The biggest buy was First Industrial Realty TR (FR, shares +2094%) and the biggest sale Prologis (PLD, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $430.2M (Q1 2024)
- SEC Filing
- 0001172661-24-001860 ↗ filed Apr 16, 2024
Holdings Value
Holdings 52 stocks · $430.2M
| EQIX Equinix Inc. | 8.70% | 45,330 | $37.4M | Reduce -2.1% |
| BRX Brixmor Property Group Inc. | 8.47% | 1,553,908 | $36.4M | Reduce -0.8% |
| O Realty Income Corp. | 7.39% | 587,303 | $31.8M | Reduce -0.9% |
| PSA Public Storage | 6.50% | 96,412 | $28.0M | Add +3.0% |
| PLD Prologis Inc. | 6.16% | 203,343 | $26.5M | Reduce -48.0% |
| ARE Alexandria Real Estate Equit | 6.01% | 200,556 | $25.9M | Reduce -11.4% |
| FR First Industrial Realty TR | 5.59% | 456,400 | $24.0M | Add +2094.2% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 5.10% | 170,704 | $21.9M | Reduce -13.1% |
| AVB Avalonbay Communities Inc. | 4.88% | 113,114 | $21.0M | Reduce -0.9% |
| REXR Rexford Industrial Realty Inc. | 4.65% | 397,690 | $20.0M | Reduce -1.8% |
| UDR Udr Inc. | 4.24% | 487,625 | $18.2M | Add +2.3% |
| INVH Invitation Homes Inc. | 4.21% | 508,900 | $18.1M | Reduce -1.8% |
| SBRA Sabra Health Care REIT Inc. | 3.82% | 1,112,722 | $16.4M | Add +3.2% |
| GLPI Gaming and Leisure Propertie | 3.75% | 349,893 | $16.1M | Add +614.3% |
| SBAC SBA Communications Corp. | 3.67% | 72,944 | $15.8M | Reduce -0.3% |
| HUDSON PAC PPTYS INC | 3.43% | 2,288,515 | $14.8M | Add +10.8% |
| PGRE Paramount Group Inc. | 1.30% | 1,193,346 | $5.6M | Reduce -1.9% |
| WELL Welltower Inc. | 1.18% | 54,237 | $5.1M | Reduce -15.1% |
| SPG Simon Property Group Inc. | 0.95% | 26,127 | $4.1M | Add +40.1% |
| REG Regency Centers Corp. | 0.64% | 45,280 | $2.7M | Add +13.7% |
| AMT American Tower Corp. | 0.60% | 12,960 | $2.6M | No change |
| DLR Digital Realty Trust Inc. | 0.59% | 17,586 | $2.5M | Reduce -12.4% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.57% | 38,765 | $2.4M | Add +9.7% |
| KRG Kite Realty Group Trust | 0.54% | 106,430 | $2.3M | Reduce -12.3% |
| EXR Extra Space Storage Inc. | 0.53% | 15,581 | $2.3M | Add +19.1% |
| CCI Crown Castle Inc. | 0.53% | 21,395 | $2.3M | Add +8.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.50% | 72,752 | $2.2M | Add +11.6% |
| ADC Agree Realty Corp. | 0.46% | 34,968 | $2.0M | Add +11.3% |
| CPT Camden Property Trust | 0.46% | 19,940 | $2.0M | Add +9.5% |
| VTR Ventas Inc. | 0.43% | 42,960 | $1.9M | Add +33.6% |
| DOC Healthpeak Properties Inc. | 0.43% | 97,677 | $1.8M | Add +40.7% |
| WPC WP Carey Inc. | 0.40% | 30,286 | $1.7M | Reduce -3.0% |
| HR Healthcare Realty Trust Inc. | 0.39% | 118,598 | $1.7M | Add +37.9% |
| CDP Copt Defense Properties | 0.33% | 59,310 | $1.4M | Add +12.4% |
| HIW Highwoods Properties Inc. | 0.32% | 52,036 | $1.4M | Add +12.3% |
| BDN Brandywine Realty Trust | 0.27% | 242,467 | $1.2M | Add +12.6% |
| AMH American Homes 4 Rent- A | 0.24% | 28,000 | $1.0M | Reduce -31.7% |
| ED Consolidated Edison Inc. | 0.20% | 9,600 | $872K | No change |
| KMI Kinder Morgan Inc. | 0.19% | 45,700 | $838K | No change |
| ES Eversource Energy | 0.19% | 13,730 | $821K | No change |
| OKE Oneok Inc. | 0.17% | 9,100 | $730K | No change |
| AWK American Water Works Co. Inc. | 0.16% | 5,470 | $668K | No change |
| EIX Edison International | 0.14% | 8,650 | $612K | No change |
| WMB Williams Cos Inc. | 0.13% | 13,800 | $538K | No change |
| CUBE Cubesmart | 0.11% | 10,200 | $461K | Reduce -68.5% |
| LNG Cheniere Energy Inc. | 0.10% | 2,750 | $444K | No change |
| SRE Sempra | 0.09% | 5,550 | $399K | No change |
| PDM Piedmont Realty Trust Inc. | 0.07% | 42,144 | $296K | No change |
| NSA National Storage Affiliates | 0.07% | 7,300 | $286K | No change |
| FPI Farmland Partners Inc. | 0.06% | 25,000 | $278K | No change |
| CREATIVE MEDIA & CMNTY TR | 0.06% | 65,000 | $277K | Reduce -7.1% |
| DEA Easterly Govt Pptys Inc. | 0.04% | 13,728 | $158K | Reduce -85.3% |
Portfolio Sells Q4 2023 → Q1 2024
| PLD Prologis Inc. | Reduce -48.0% | 6.16% | −5.58 |
| MPT Medical Properties Trust Inc. | Sold out | 0.00% | −0.83 |
| SUI Sun Communities Inc. | Reduce -13.1% | 5.10% | −0.81 |
| SBAC SBA Communications Corp. | Reduce -0.3% | 3.67% | −0.51 |
| REXR Rexford Industrial Realty Inc. | Reduce -1.8% | 4.65% | −0.47 |
| ARE Alexandria Real Estate Equit | Reduce -11.4% | 6.01% | −0.45 |
| O Realty Income Corp. | Reduce -0.9% | 7.39% | −0.28 |
| DEA Easterly Govt Pptys Inc. | Reduce -85.3% | 0.04% | −0.25 |
| CUBE Cubesmart | Reduce -68.5% | 0.11% | −0.23 |
| AIRC Apartment Income REIT Co. | Sold out | 0.00% | −0.14 |
| WELL Welltower Inc. | Reduce -15.1% | 1.18% | −0.12 |
| PGRE Paramount Group Inc. | Reduce -1.9% | 1.30% | −0.12 |
| AMH American Homes 4 Rent- A | Reduce -31.7% | 0.24% | −0.09 |
| KRG Kite Realty Group Trust | Reduce -12.3% | 0.54% | −0.09 |
| WPC WP Carey Inc. | Reduce -3.0% | 0.40% | −0.06 |
| DLR Digital Realty Trust Inc. | Reduce -12.4% | 0.59% | −0.02 |
| CREATIVE MEDIA & CMNTY TR | Reduce -7.1% | 0.06% | +0.01 |
| AVB Avalonbay Communities Inc. | Reduce -0.9% | 4.88% | +0.07 |
| INVH Invitation Homes Inc. | Reduce -1.8% | 4.21% | +0.23 |
| BRX Brixmor Property Group Inc. | Reduce -0.8% | 8.47% | +0.25 |
| EQIX Equinix Inc. | Reduce -2.1% | 8.70% | +0.29 |
Portfolio Buys Q4 2023 → Q1 2024
| FR First Industrial Realty TR | Add +2094.2% | 5.59% | +5.34 |
| GLPI Gaming and Leisure Propertie | Add +614.3% | 3.75% | +3.20 |
| SBRA Sabra Health Care REIT Inc. | Add +3.2% | 3.82% | +0.35 |
| SPG Simon Property Group Inc. | Add +40.1% | 0.95% | +0.35 |
| UDR Udr Inc. | Add +2.3% | 4.24% | +0.13 |
| DOC Healthpeak Properties Inc. | Add +40.7% | 0.43% | +0.12 |
| VMRK Vivmark Residential | Add +9.7% | 0.57% | +0.08 |
| HIW Highwoods Properties Inc. | Add +12.3% | 0.32% | +0.08 |
| VTR Ventas Inc. | Add +33.6% | 0.43% | +0.07 |
| PSA Public Storage | Add +3.0% | 6.50% | +0.07 |
| EXR Extra Space Storage Inc. | Add +19.1% | 0.53% | +0.06 |
| HR Healthcare Realty Trust Inc. | Add +37.9% | 0.39% | +0.06 |
| CPT Camden Property Trust | Add +9.5% | 0.46% | +0.05 |
| REG Regency Centers Corp. | Add +13.7% | 0.64% | +0.04 |
| VICI Vici Properties Inc. | Add +11.6% | 0.50% | +0.04 |
| CDP Copt Defense Properties | Add +12.4% | 0.33% | +0.03 |
| ADC Agree Realty Corp. | Add +11.3% | 0.46% | +0.02 |
| CCI Crown Castle Inc. | Add +8.3% | 0.53% | +0.01 |
| BDN Brandywine Realty Trust | Add +12.6% | 0.27% | +0.01 |
| HUDSON PAC PPTYS INC | Add +10.8% | 3.43% | −0.90 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 48 | $178.3M | EQIX, VTR, BRX, FR, GLPI |
| Q4 2025 | 48 | $173.3M | VTR, EQIX, BRX, FR, GLPI |
| Q3 2025 | 48 | $363.9M | EQIX, BRX, VTR, GLPI, FR |
| Q2 2025 | 51 | $434.9M | EQIX, BRX, VTR, GLPI, INVH |
| Q1 2025 | 49 | $447.1M | PLD, BRX, GLPI, EQIX, VTR |
| Q4 2024 | 51 | $406.4M | EQIX, PLD, BRX, GLPI, VTR |
| Q3 2024 | 52 | $455.4M | EQIX, BRX, PLD, GLPI, PSA |
| Q2 2024 | 52 | $449.6M | EQIX, BRX, PLD, GLPI, PSA |
| Q1 2024 | 52 | $430.2M | EQIX, BRX, O, PSA, PLD |