Presima Securities ULC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Presima Securities ULC reported 51 stock positions worth $406.4 million. Its top holding was Equinix (EQIX) at 12.5% of the portfolio, followed by Prologis (PLD, 10.7%) and Brixmor Property (BRX, 9.5%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 6 and reduced 14. The biggest buy was Cubesmart (CUBE, shares +4092%) and the biggest sale Public Storage (PSA, shares −90%).

Most Recent 13F
Q2 2026
Location
MONTREAL, A8
CIK
0001399360
Portfolio Value
$406.4M (Q4 2024)
SEC Filing
0001172661-25-000274 ↗ filed Jan 21, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $430.2M Q1 2024 Q2 2024: $449.6M Q2 2024 Q3 2024: $455.4M Q3 2024 Q4 2024: $406.4M $406.4M Q4 2024 Q1 2025: $447.1M Q1 2025 Q2 2025: $434.9M Q2 2025 Q3 2025: $363.9M Q3 2025 Q4 2025: $173.3M Q4 2025 Q1 2026: $178.3M Q1 2026 Q2 2026: $0 Q2 2026

Holdings 51 stocks · $406.4M

EQIX Equinix Inc. 12.52% 53,979 $50.9M Reduce -5.2%
PLD Prologis Inc. 10.73% 412,660 $43.6M Add +31.1%
BRX Brixmor Property Group Inc. 9.54% 1,392,268 $38.8M Reduce -2.7%
GLPI Gaming and Leisure Propertie 8.05% 679,087 $32.7M Reduce -2.7%
VTR Ventas Inc. 6.37% 439,942 $25.9M Add +38.0%
INVH Invitation Homes Inc. 5.65% 717,940 $23.0M Add +10.1%
UDR Udr Inc. 5.30% 496,124 $21.5M Add +9.8%
CUBE Cubesmart 4.69% 444,390 $19.0M Add +4092.4%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 4.08% 231,187 $16.6M Reduce -14.3%
REXR Rexford Industrial Realty Inc. 3.91% 411,242 $15.9M Reduce -2.4%
SBRA Sabra Health Care REIT Inc. 3.72% 872,365 $15.1M Reduce -13.6%
SBAC SBA Communications Corp. 3.63% 72,395 $14.8M Reduce -12.4%
DOC Healthpeak Properties Inc. 3.47% 695,216 $14.1M Reduce -29.2%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 2.66% 87,862 $10.8M Reduce -20.4%
HUDSON PAC PPTYS INC 1.87% 2,504,983 $7.6M Add +8.0%
NTST Netstreit Corp. 1.25% 359,333 $5.1M New
REG Regency Centers Corp. 0.83% 45,880 $3.4M No change
AMT American Tower Corp. 0.81% 17,866 $3.3M Reduce -2.0%
O Realty Income Corp. 0.69% 52,578 $2.8M No change
COLD Americold Realty Trust Inc. 0.67% 126,970 $2.7M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.65% 90,423 $2.6M No change
ADC Agree Realty Corp. 0.61% 35,468 $2.5M No change
PSA Public Storage 0.55% 7,520 $2.3M Reduce -89.5%
KRG Kite Realty Group Trust 0.51% 82,330 $2.1M No change
HR Healthcare Realty Trust Inc. 0.50% 120,098 $2.0M No change
CCI Crown Castle Inc. 0.49% 21,795 $2.0M No change
SPG Simon Property Group Inc. 0.48% 11,302 $1.9M No change
CDP Copt Defense Properties 0.46% 60,410 $1.9M No change
WPC WP Carey Inc. 0.43% 32,300 $1.8M Reduce -3.0%
CPT Camden Property Trust 0.42% 14,840 $1.7M No change
HIW Highwoods Properties Inc. 0.40% 52,536 $1.6M No change
EXR Extra Space Storage Inc. 0.39% 10,481 $1.6M No change
AVB Avalonbay Communities Inc. 0.38% 7,101 $1.6M Reduce -41.8%
DLR Digital Realty Trust Inc. 0.36% 8,286 $1.5M No change
BDN Brandywine Realty Trust 0.34% 245,167 $1.4M No change
KMI Kinder Morgan Inc. 0.31% 46,400 $1.3M No change
ARE Alexandria Real Estate Equit 0.28% 11,725 $1.1M No change
OKE Oneok Inc. 0.23% 9,350 $939K No change
FR First Industrial Realty TR 0.22% 17,800 $892K Reduce -92.6%
ED Consolidated Edison Inc. 0.22% 9,900 $883K No change
ES Eversource Energy 0.20% 13,930 $800K No change
WMB Williams Cos Inc. 0.18% 13,800 $747K No change
EIX Edison International 0.18% 8,950 $715K No change
AWK American Water Works Co. Inc. 0.17% 5,645 $703K No change
LNG Cheniere Energy Inc. 0.15% 2,750 $591K No change
SRE Sempra 0.12% 5,650 $496K No change
PDM Piedmont Realty Trust Inc. 0.10% 43,344 $397K No change
PSTL Postal Realty Trust Inc. Class A 0.10% 30,000 $392K No change
NSA National Storage Affiliates 0.07% 7,600 $288K No change
DEA Easterly Govt Pptys Inc. 0.04% 13,728 $156K No change
FPI Farmland Partners Inc. 0.03% 10,000 $118K No change

Portfolio Sells Q3 2024 → Q4 2024

PSA Public Storage Reduce -89.5% 0.55% −5.17
FR First Industrial Realty TR Reduce -92.6% 0.22% −2.73
DOC Healthpeak Properties Inc. Reduce -29.2% 3.47% −1.47
REXR Rexford Industrial Realty Inc. Reduce -2.4% 3.91% −0.74
SBAC SBA Communications Corp. Reduce -12.4% 3.63% −0.74
PGRE Paramount Group Inc. Sold out 0.00% −0.64
SUI Sun Communities Inc. Reduce -20.4% 2.66% −0.62
SBRA Sabra Health Care REIT Inc. Reduce -13.6% 3.72% −0.41
VMRK Vivmark Residential Reduce -14.3% 4.08% −0.33
AVB Avalonbay Communities Inc. Reduce -41.8% 0.38% −0.22
AMT American Tower Corp. Reduce -2.0% 0.81% −0.12
EPR Epr Properties Sold out 0.00% −0.05
WPC WP Carey Inc. Reduce -3.0% 0.43% −0.02
GLPI Gaming and Leisure Propertie Reduce -2.7% 8.05% +0.16
BRX Brixmor Property Group Inc. Reduce -2.7% 9.54% +0.78
EQIX Equinix Inc. Reduce -5.2% 12.52% +1.42

Portfolio Buys Q3 2024 → Q4 2024

CUBE Cubesmart Add +4092.4% 4.69% +4.56
PLD Prologis Inc. Add +31.1% 10.73% +2.00
VTR Ventas Inc. Add +38.0% 6.37% +1.89
NTST Netstreit Corp. New 1.25% +1.25
UDR Udr Inc. Add +9.8% 5.30% +0.80
INVH Invitation Homes Inc. Add +10.1% 5.65% +0.60
HUDSON PAC PPTYS INC Add +8.0% 1.87% −0.57

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026 48$178.3MEQIX, VTR, BRX, FR, GLPI
Q4 2025 48$173.3MVTR, EQIX, BRX, FR, GLPI
Q3 2025 48$363.9MEQIX, BRX, VTR, GLPI, FR
Q2 2025 51$434.9MEQIX, BRX, VTR, GLPI, INVH
Q1 2025 49$447.1MPLD, BRX, GLPI, EQIX, VTR
Q4 2024 51$406.4MEQIX, PLD, BRX, GLPI, VTR
Q3 2024 52$455.4MEQIX, BRX, PLD, GLPI, PSA
Q2 2024 52$449.6MEQIX, BRX, PLD, GLPI, PSA
Q1 2024 52$430.2MEQIX, BRX, O, PSA, PLD