Presima Securities ULC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Presima Securities ULC reported 52 stock positions worth $455.4 million. Its top holding was Equinix (EQIX) at 11.1% of the portfolio, followed by Brixmor Property (BRX, 8.8%) and Prologis (PLD, 8.7%). Compared with Q2 2024, it opened 3 new positions, sold out of 3, added to 26 and reduced 19. The biggest buy was Ventas (VTR, shares +155%) and the biggest sale Realty Income (O, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $455.4M (Q3 2024)
- SEC Filing
- 0001172661-24-004267 ↗ filed Oct 16, 2024
Holdings Value
Holdings 52 stocks · $455.4M
| EQIX Equinix Inc. | 11.10% | 56,945 | $50.5M | Add +1.5% |
| BRX Brixmor Property Group Inc. | 8.75% | 1,430,725 | $39.9M | Reduce -13.2% |
| PLD Prologis Inc. | 8.73% | 314,827 | $39.8M | Add +6.9% |
| GLPI Gaming and Leisure Propertie | 7.88% | 697,935 | $35.9M | Reduce -0.6% |
| PSA Public Storage | 5.72% | 71,591 | $26.0M | Reduce -30.4% |
| INVH Invitation Homes Inc. | 5.05% | 651,900 | $23.0M | Add +20.1% |
| DOC Healthpeak Properties Inc. | 4.93% | 982,277 | $22.5M | Reduce -10.3% |
| REXR Rexford Industrial Realty Inc. | 4.65% | 421,238 | $21.2M | Reduce -0.1% |
| UDR Udr Inc. | 4.50% | 451,925 | $20.5M | Reduce -12.3% |
| VTR Ventas Inc. | 4.49% | 318,749 | $20.4M | Add +155.3% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 4.41% | 269,665 | $20.1M | Reduce -24.6% |
| SBAC SBA Communications Corp. | 4.37% | 82,614 | $19.9M | Reduce -12.3% |
| SBRA Sabra Health Care REIT Inc. | 4.12% | 1,009,181 | $18.8M | Reduce -16.5% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.27% | 110,353 | $14.9M | Reduce -16.6% |
| FR First Industrial Realty TR | 2.95% | 240,108 | $13.4M | Reduce -53.3% |
| HUDSON PAC PPTYS INC | 2.43% | 2,319,284 | $11.1M | Reduce -14.0% |
| AMT American Tower Corp. | 0.93% | 18,235 | $4.2M | Add +1.7% |
| COLD Americold Realty Trust Inc. | 0.79% | 126,970 | $3.6M | New |
| O Realty Income Corp. | 0.73% | 52,578 | $3.3M | Reduce -85.0% |
| REG Regency Centers Corp. | 0.73% | 45,880 | $3.3M | Add +1.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.66% | 90,423 | $3.0M | Add +24.3% |
| PGRE Paramount Group Inc. | 0.64% | 594,495 | $2.9M | Reduce -53.2% |
| AVB Avalonbay Communities Inc. | 0.60% | 12,201 | $2.7M | Add +1.7% |
| ADC Agree Realty Corp. | 0.59% | 35,468 | $2.7M | Add +1.1% |
| CCI Crown Castle Inc. | 0.57% | 21,795 | $2.6M | Add +1.4% |
| KRG Kite Realty Group Trust | 0.48% | 82,330 | $2.2M | Reduce -23.1% |
| HR Healthcare Realty Trust Inc. | 0.48% | 120,098 | $2.2M | Add +0.9% |
| WPC WP Carey Inc. | 0.46% | 33,300 | $2.1M | Add +6.7% |
| SPG Simon Property Group Inc. | 0.42% | 11,302 | $1.9M | Reduce -56.9% |
| EXR Extra Space Storage Inc. | 0.41% | 10,481 | $1.9M | Reduce -29.6% |
| CPT Camden Property Trust | 0.40% | 14,840 | $1.8M | Reduce -25.6% |
| CDP Copt Defense Properties | 0.40% | 60,410 | $1.8M | Add +1.3% |
| HIW Highwoods Properties Inc. | 0.39% | 52,536 | $1.8M | Add +1.0% |
| ARE Alexandria Real Estate Equit | 0.31% | 11,725 | $1.4M | Add +0.9% |
| DLR Digital Realty Trust Inc. | 0.29% | 8,286 | $1.3M | Reduce -53.0% |
| BDN Brandywine Realty Trust | 0.29% | 245,167 | $1.3M | Add +1.1% |
| ED Consolidated Edison Inc. | 0.23% | 9,900 | $1.0M | Add +2.1% |
| KMI Kinder Morgan Inc. | 0.23% | 46,400 | $1.0M | Add +0.9% |
| ES Eversource Energy | 0.21% | 13,930 | $948K | Add +0.7% |
| OKE Oneok Inc. | 0.19% | 9,350 | $852K | Add +2.2% |
| AWK American Water Works Co. Inc. | 0.18% | 5,645 | $826K | Add +1.8% |
| EIX Edison International | 0.17% | 8,950 | $779K | Add +2.3% |
| WMB Williams Cos Inc. | 0.14% | 13,800 | $630K | No change |
| CUBE Cubesmart | 0.13% | 10,600 | $571K | Add +2.9% |
| LNG Cheniere Energy Inc. | 0.11% | 2,750 | $495K | No change |
| SRE Sempra | 0.10% | 5,650 | $473K | Add +1.8% |
| PSTL Postal Realty Trust Inc. Class A | 0.10% | 30,000 | $439K | New |
| PDM Piedmont Realty Trust Inc. | 0.10% | 43,344 | $438K | Add +0.9% |
| NSA National Storage Affiliates | 0.08% | 7,600 | $366K | Add +1.3% |
| EPR Epr Properties filed as EPR PPTYS | 0.05% | 4,400 | $216K | New |
| DEA Easterly Govt Pptys Inc. | 0.04% | 13,728 | $186K | No change |
| FPI Farmland Partners Inc. | 0.02% | 10,000 | $105K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| O Realty Income Corp. | Reduce -85.0% | 0.73% | −3.40 |
| FR First Industrial Realty TR | Reduce -53.3% | 2.95% | −2.50 |
| VMRK Vivmark Residential | Reduce -24.6% | 4.41% | −1.11 |
| PSA Public Storage | Reduce -30.4% | 5.72% | −0.86 |
| PGRE Paramount Group Inc. | Reduce -53.2% | 0.64% | −0.67 |
| SPG Simon Property Group Inc. | Reduce -56.9% | 0.42% | −0.47 |
| HUDSON PAC PPTYS INC | Reduce -14.0% | 2.43% | −0.45 |
| DLR Digital Realty Trust Inc. | Reduce -53.0% | 0.29% | −0.30 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.28 |
| SUI Sun Communities Inc. | Reduce -16.6% | 3.27% | −0.27 |
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −0.23 |
| UDR Udr Inc. | Reduce -12.3% | 4.50% | −0.22 |
| EXR Extra Space Storage Inc. | Reduce -29.6% | 0.41% | −0.10 |
| CPT Camden Property Trust | Reduce -25.6% | 0.40% | −0.08 |
| KRG Kite Realty Group Trust | Reduce -23.1% | 0.48% | −0.05 |
| CREATIVE MEDIA & CMNTY TR | Sold out | 0.00% | −0.03 |
| SBRA Sabra Health Care REIT Inc. | Reduce -16.5% | 4.12% | −0.01 |
| DOC Healthpeak Properties Inc. | Reduce -10.3% | 4.93% | +0.16 |
| SBAC SBA Communications Corp. | Reduce -12.3% | 4.37% | +0.26 |
| BRX Brixmor Property Group Inc. | Reduce -13.2% | 8.75% | +0.29 |
| REXR Rexford Industrial Realty Inc. | Reduce -0.1% | 4.65% | +0.47 |
| GLPI Gaming and Leisure Propertie | Reduce -0.6% | 7.88% | +0.83 |
Portfolio Buys Q2 2024 → Q3 2024
| VTR Ventas Inc. | Add +155.3% | 4.49% | +3.07 |
| EQIX Equinix Inc. | Add +1.5% | 11.10% | +1.66 |
| PLD Prologis Inc. | Add +6.9% | 8.73% | +1.38 |
| COLD Americold Realty Trust Inc. | New | 0.79% | +0.79 |
| INVH Invitation Homes Inc. | Add +20.1% | 5.05% | +0.72 |
| VICI Vici Properties Inc. | Add +24.3% | 0.66% | +0.20 |
| AMT American Tower Corp. | Add +1.7% | 0.93% | +0.16 |
| ADC Agree Realty Corp. | Add +1.1% | 0.59% | +0.10 |
| CCI Crown Castle Inc. | Add +1.4% | 0.57% | +0.10 |
| REG Regency Centers Corp. | Add +1.1% | 0.73% | +0.10 |
| PSTL Postal Realty Trust Inc. Class A | New | 0.10% | +0.10 |
| HIW Highwoods Properties Inc. | Add +1.0% | 0.39% | +0.08 |
| WPC WP Carey Inc. | Add +6.7% | 0.46% | +0.07 |
| CDP Copt Defense Properties | Add +1.3% | 0.40% | +0.07 |
| AVB Avalonbay Communities Inc. | Add +1.7% | 0.60% | +0.05 |
| BDN Brandywine Realty Trust | Add +1.1% | 0.29% | +0.05 |
| EPR Epr Properties | New | 0.05% | +0.05 |
| HR Healthcare Realty Trust Inc. | Add +0.9% | 0.48% | +0.04 |
| ES Eversource Energy | Add +0.7% | 0.21% | +0.03 |
| ED Consolidated Edison Inc. | Add +2.1% | 0.23% | +0.03 |
| EIX Edison International | Add +2.3% | 0.17% | +0.03 |
| PDM Piedmont Realty Trust Inc. | Add +0.9% | 0.10% | +0.03 |
| AWK American Water Works Co. Inc. | Add +1.8% | 0.18% | +0.02 |
| CUBE Cubesmart | Add +2.9% | 0.13% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.23% | +0.02 |
| OKE Oneok Inc. | Add +2.2% | 0.19% | +0.02 |
| NSA National Storage Affiliates | Add +1.3% | 0.08% | +0.01 |
| SRE Sempra | Add +1.8% | 0.10% | +0.01 |
| ARE Alexandria Real Estate Equit | Add +0.9% | 0.31% | +0.00 |
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 |