Presima Securities ULC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Presima Securities ULC reported 52 stock positions worth $449.6 million. Its top holding was Equinix (EQIX) at 9.4% of the portfolio, followed by Brixmor Property (BRX, 8.5%) and Prologis (PLD, 7.4%). Compared with Q1 2024, it added to 35 and reduced 8. The biggest buy was Vivmark Residential (VMRK, shares +823%) and the biggest sale Alexandria Real Estate Equit (ARE, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $449.6M (Q2 2024)
- SEC Filing
- 0001172661-24-003185 ↗ filed Aug 9, 2024
Holdings Value
Holdings 52 stocks · $449.6M
| EQIX Equinix Inc. | 9.44% | 56,105 | $42.4M | Add +23.8% |
| BRX Brixmor Property Group Inc. | 8.46% | 1,648,008 | $38.1M | Add +6.1% |
| PLD Prologis Inc. | 7.35% | 294,386 | $33.1M | Add +44.8% |
| GLPI Gaming and Leisure Propertie | 7.06% | 701,993 | $31.7M | Add +100.6% |
| PSA Public Storage | 6.58% | 102,852 | $29.6M | Add +6.7% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 5.52% | 357,765 | $24.8M | Add +822.9% |
| FR First Industrial Realty TR | 5.45% | 513,700 | $24.5M | Add +12.6% |
| DOC Healthpeak Properties Inc. | 4.77% | 1,095,077 | $21.5M | Add +1021.1% |
| UDR Udr Inc. | 4.72% | 515,425 | $21.2M | Add +5.7% |
| INVH Invitation Homes Inc. | 4.33% | 542,600 | $19.5M | Add +6.6% |
| REXR Rexford Industrial Realty Inc. | 4.18% | 421,490 | $18.8M | Add +6.0% |
| SBRA Sabra Health Care REIT Inc. | 4.14% | 1,208,022 | $18.6M | Add +8.6% |
| O Realty Income Corp. | 4.13% | 351,703 | $18.6M | Reduce -40.1% |
| SBAC SBA Communications Corp. | 4.11% | 94,144 | $18.5M | Add +29.1% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.54% | 132,399 | $15.9M | Reduce -22.4% |
| HUDSON PAC PPTYS INC | 2.88% | 2,696,815 | $13.0M | Add +17.8% |
| VTR Ventas Inc. | 1.42% | 124,860 | $6.4M | Add +190.6% |
| PGRE Paramount Group Inc. | 1.31% | 1,270,546 | $5.9M | Add +6.5% |
| SPG Simon Property Group Inc. | 0.89% | 26,227 | $4.0M | Add +0.4% |
| AMT American Tower Corp. | 0.78% | 17,935 | $3.5M | Add +38.4% |
| REG Regency Centers Corp. | 0.63% | 45,380 | $2.8M | Add +0.2% |
| DLR Digital Realty Trust Inc. | 0.60% | 17,636 | $2.7M | Add +0.3% |
| AVB Avalonbay Communities Inc. | 0.55% | 12,001 | $2.5M | Reduce -89.4% |
| KRG Kite Realty Group Trust | 0.53% | 107,130 | $2.4M | Add +0.7% |
| EXR Extra Space Storage Inc. | 0.52% | 14,881 | $2.3M | Reduce -4.5% |
| CPT Camden Property Trust | 0.48% | 19,940 | $2.2M | No change |
| ADC Agree Realty Corp. | 0.48% | 35,068 | $2.2M | Add +0.3% |
| CCI Crown Castle Inc. | 0.47% | 21,495 | $2.1M | Add +0.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.46% | 72,752 | $2.1M | No change |
| HR Healthcare Realty Trust Inc. | 0.44% | 118,998 | $2.0M | Add +0.3% |
| WPC WP Carey Inc. | 0.38% | 31,200 | $1.7M | Add +3.0% |
| CDP Copt Defense Properties | 0.33% | 59,610 | $1.5M | Add +0.5% |
| HIW Highwoods Properties Inc. | 0.30% | 52,036 | $1.4M | No change |
| ARE Alexandria Real Estate Equit | 0.30% | 11,625 | $1.4M | Reduce -94.2% |
| WELL Welltower Inc. | 0.28% | 11,937 | $1.2M | Reduce -78.0% |
| BDN Brandywine Realty Trust | 0.24% | 242,467 | $1.1M | No change |
| AMH American Homes 4 Rent- A | 0.23% | 28,000 | $1.0M | No change |
| KMI Kinder Morgan Inc. | 0.20% | 46,000 | $914K | Add +0.7% |
| ED Consolidated Edison Inc. | 0.19% | 9,700 | $867K | Add +1.0% |
| ES Eversource Energy | 0.17% | 13,830 | $784K | Add +0.7% |
| OKE Oneok Inc. | 0.17% | 9,150 | $746K | Add +0.6% |
| AWK American Water Works Co. Inc. | 0.16% | 5,545 | $716K | Add +1.4% |
| EIX Edison International | 0.14% | 8,750 | $628K | Add +1.2% |
| WMB Williams Cos Inc. | 0.13% | 13,800 | $587K | No change |
| LNG Cheniere Energy Inc. | 0.11% | 2,750 | $481K | No change |
| CUBE Cubesmart | 0.10% | 10,300 | $465K | Add +1.0% |
| SRE Sempra | 0.09% | 5,550 | $422K | No change |
| PDM Piedmont Realty Trust Inc. | 0.07% | 42,944 | $311K | Add +1.9% |
| NSA National Storage Affiliates | 0.07% | 7,500 | $309K | Add +2.7% |
| DEA Easterly Govt Pptys Inc. | 0.04% | 13,728 | $170K | No change |
| CREATIVE MEDIA & CMNTY TR | 0.03% | 55,000 | $148K | Reduce -15.4% |
| FPI Farmland Partners Inc. | 0.03% | 10,000 | $115K | Reduce -60.0% |
Portfolio Sells Q1 2024 → Q2 2024
| ARE Alexandria Real Estate Equit | Reduce -94.2% | 0.30% | −5.71 |
| AVB Avalonbay Communities Inc. | Reduce -89.4% | 0.55% | −4.33 |
| O Realty Income Corp. | Reduce -40.1% | 4.13% | −3.25 |
| SUI Sun Communities Inc. | Reduce -22.4% | 3.54% | −1.56 |
| WELL Welltower Inc. | Reduce -78.0% | 0.28% | −0.90 |
| FPI Farmland Partners Inc. | Reduce -60.0% | 0.03% | −0.04 |
| CREATIVE MEDIA & CMNTY TR | Reduce -15.4% | 0.03% | −0.03 |
| EXR Extra Space Storage Inc. | Reduce -4.5% | 0.52% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| VMRK Vivmark Residential | Add +822.9% | 5.52% | +4.95 |
| DOC Healthpeak Properties Inc. | Add +1021.1% | 4.77% | +4.35 |
| GLPI Gaming and Leisure Propertie | Add +100.6% | 7.06% | +3.31 |
| PLD Prologis Inc. | Add +44.8% | 7.35% | +1.20 |
| VTR Ventas Inc. | Add +190.6% | 1.42% | +0.99 |
| EQIX Equinix Inc. | Add +23.8% | 9.44% | +0.74 |
| UDR Udr Inc. | Add +5.7% | 4.72% | +0.48 |
| SBAC SBA Communications Corp. | Add +29.1% | 4.11% | +0.44 |
| SBRA Sabra Health Care REIT Inc. | Add +8.6% | 4.14% | +0.32 |
| AMT American Tower Corp. | Add +38.4% | 0.78% | +0.18 |
| INVH Invitation Homes Inc. | Add +6.6% | 4.33% | +0.12 |
| PSA Public Storage | Add +6.7% | 6.58% | +0.08 |
| HR Healthcare Realty Trust Inc. | Add +0.3% | 0.44% | +0.05 |
| ADC Agree Realty Corp. | Add +0.3% | 0.48% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.7% | 0.20% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +0.3% | 0.60% | +0.01 |
| PGRE Paramount Group Inc. | Add +6.5% | 1.31% | +0.01 |
| AWK American Water Works Co. Inc. | Add +1.4% | 0.16% | +0.00 |
| NSA National Storage Affiliates | Add +2.7% | 0.07% | +0.00 |
| PDM Piedmont Realty Trust Inc. | Add +1.9% | 0.07% | +0.00 |
| CDP Copt Defense Properties | Add +0.5% | 0.33% | −0.00 |
| EIX Edison International | Add +1.2% | 0.14% | −0.00 |
| KRG Kite Realty Group Trust | Add +0.7% | 0.53% | −0.00 |
| OKE Oneok Inc. | Add +0.6% | 0.17% | −0.00 |
| CUBE Cubesmart | Add +1.0% | 0.10% | −0.00 |
| BRX Brixmor Property Group Inc. | Add +6.1% | 8.46% | −0.01 |
| REG Regency Centers Corp. | Add +0.2% | 0.63% | −0.01 |
| ED Consolidated Edison Inc. | Add +1.0% | 0.19% | −0.01 |
| WPC WP Carey Inc. | Add +3.0% | 0.38% | −0.02 |
| ES Eversource Energy | Add +0.7% | 0.17% | −0.02 |
| CCI Crown Castle Inc. | Add +0.5% | 0.47% | −0.06 |
| SPG Simon Property Group Inc. | Add +0.4% | 0.89% | −0.07 |
| FR First Industrial Realty TR | Add +12.6% | 5.45% | −0.14 |
| REXR Rexford Industrial Realty Inc. | Add +6.0% | 4.18% | −0.47 |
| HUDSON PAC PPTYS INC | Add +17.8% | 2.88% | −0.55 |
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 |