Presima Securities ULC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Presima Securities ULC reported 49 stock positions worth $447.1 million. Its top holding was Prologis (PLD) at 11.3% of the portfolio, followed by Brixmor Property (BRX, 9.0%) and Gaming and Leisure Propertie (GLPI, 8.5%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 41 and reduced 6. The biggest buy was Digital Realty Trust (DLR, shares +1951%) and the biggest sale Equinix (EQIX, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $447.1M (Q1 2025)
- SEC Filing
- 0001172661-25-002411 ↗ filed May 16, 2025
Holdings Value
Holdings 49 stocks · $447.1M
| PLD Prologis Inc. | 11.33% | 452,943 | $50.6M | Add +9.8% |
| BRX Brixmor Property Group Inc. | 9.02% | 1,519,123 | $40.3M | Add +9.1% |
| GLPI Gaming and Leisure Propertie | 8.50% | 746,719 | $38.0M | Add +10.0% |
| EQIX Equinix Inc. | 8.27% | 45,360 | $37.0M | Reduce -16.0% |
| VTR Ventas Inc. | 7.49% | 487,072 | $33.5M | Add +10.7% |
| INVH Invitation Homes Inc. | 6.19% | 793,719 | $27.7M | Add +10.6% |
| UDR Udr Inc. | 5.50% | 544,186 | $24.6M | Add +9.7% |
| DLR Digital Realty Trust Inc. | 5.45% | 169,965 | $24.4M | Add +1951.2% |
| CUBE Cubesmart | 4.78% | 500,282 | $21.4M | Add +12.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 4.03% | 251,540 | $18.0M | Add +8.8% |
| SBRA Sabra Health Care REIT Inc. | 3.88% | 993,688 | $17.4M | Add +13.9% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.60% | 125,094 | $16.1M | Add +42.4% |
| DOC Healthpeak Properties Inc. | 3.33% | 737,146 | $14.9M | Add +6.0% |
| COLD Americold Realty Trust Inc. | 2.60% | 542,233 | $11.6M | Add +327.1% |
| NTST Netstreit Corp. | 2.39% | 674,061 | $10.7M | Add +87.6% |
| HUDSON PAC PPTYS INC | 1.82% | 2,765,776 | $8.2M | Add +10.4% |
| AMT American Tower Corp. | 0.89% | 18,210 | $4.0M | Add +1.9% |
| REXR Rexford Industrial Realty Inc. | 0.82% | 93,937 | $3.7M | Reduce -77.2% |
| REG Regency Centers Corp. | 0.77% | 46,612 | $3.4M | Add +1.6% |
| O Realty Income Corp. | 0.69% | 53,452 | $3.1M | Add +1.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.67% | 92,057 | $3.0M | Add +1.8% |
| ADC Agree Realty Corp. | 0.62% | 35,969 | $2.8M | Add +1.4% |
| PSA Public Storage | 0.51% | 7,671 | $2.3M | Add +2.0% |
| CCI Crown Castle Inc. | 0.50% | 21,445 | $2.2M | Reduce -1.6% |
| WPC WP Carey Inc. | 0.46% | 32,902 | $2.1M | Add +1.9% |
| HR Healthcare Realty Trust Inc. | 0.46% | 122,203 | $2.1M | Add +1.8% |
| SBAC SBA Communications Corp. | 0.46% | 9,372 | $2.1M | Reduce -87.0% |
| SPG Simon Property Group Inc. | 0.43% | 11,573 | $1.9M | Add +2.4% |
| CDP Copt Defense Properties | 0.37% | 61,316 | $1.7M | Add +1.5% |
| HIW Highwoods Properties Inc. | 0.35% | 53,352 | $1.6M | Add +1.6% |
| EXR Extra Space Storage Inc. | 0.35% | 10,642 | $1.6M | Add +1.5% |
| AVB Avalonbay Communities Inc. | 0.35% | 7,286 | $1.6M | Add +2.6% |
| CPT Camden Property Trust | 0.34% | 12,433 | $1.5M | Reduce -16.2% |
| KRG Kite Realty Group Trust | 0.33% | 66,329 | $1.5M | Reduce -19.4% |
| KMI Kinder Morgan Inc. | 0.30% | 46,796 | $1.3M | Add +0.8% |
| ED Consolidated Edison Inc. | 0.25% | 10,120 | $1.1M | Add +2.2% |
| BDN Brandywine Realty Trust | 0.25% | 249,331 | $1.1M | Add +1.7% |
| ARE Alexandria Real Estate Equit | 0.25% | 11,895 | $1.1M | Add +1.4% |
| OKE Oneok Inc. | 0.21% | 9,477 | $940K | Add +1.4% |
| ES Eversource Energy | 0.20% | 14,189 | $881K | Add +1.9% |
| AWK American Water Works Co. Inc. | 0.19% | 5,767 | $851K | Add +2.2% |
| WMB Williams Cos Inc. | 0.19% | 13,925 | $832K | Add +0.9% |
| LNG Cheniere Energy Inc. | 0.14% | 2,783 | $644K | Add +1.2% |
| EIX Edison International | 0.12% | 9,174 | $541K | Add +2.5% |
| SRE Sempra | 0.09% | 5,767 | $412K | Add +2.1% |
| PDM Piedmont Realty Trust Inc. | 0.07% | 44,207 | $326K | Add +2.0% |
| NSA National Storage Affiliates | 0.07% | 7,799 | $307K | Add +2.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.05% | 4,573 | $241K | New |
| DEA Easterly Govt Pptys Inc. | 0.03% | 13,728 | $146K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| EQIX Equinix Inc. | Reduce -16.0% | 8.27% | −4.25 |
| SBAC SBA Communications Corp. | Reduce -87.0% | 0.46% | −3.17 |
| REXR Rexford Industrial Realty Inc. | Reduce -77.2% | 0.82% | −3.09 |
| FR First Industrial Realty TR | Sold out | 0.00% | −0.22 |
| KRG Kite Realty Group Trust | Reduce -19.4% | 0.33% | −0.18 |
| PSTL Postal Realty Trust Inc. Class A | Sold out | 0.00% | −0.10 |
| CPT Camden Property Trust | Reduce -16.2% | 0.34% | −0.08 |
| FPI Farmland Partners Inc. | Sold out | 0.00% | −0.03 |
| CCI Crown Castle Inc. | Reduce -1.6% | 0.50% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DLR Digital Realty Trust Inc. | Add +1951.2% | 5.45% | +5.09 |
| COLD Americold Realty Trust Inc. | Add +327.1% | 2.60% | +1.93 |
| NTST Netstreit Corp. | Add +87.6% | 2.39% | +1.14 |
| VTR Ventas Inc. | Add +10.7% | 7.49% | +1.12 |
| SUI Sun Communities Inc. | Add +42.4% | 3.60% | +0.94 |
| PLD Prologis Inc. | Add +9.8% | 11.33% | +0.59 |
| INVH Invitation Homes Inc. | Add +10.6% | 6.19% | +0.54 |
| GLPI Gaming and Leisure Propertie | Add +10.0% | 8.50% | +0.45 |
| UDR Udr Inc. | Add +9.7% | 5.50% | +0.20 |
| SBRA Sabra Health Care REIT Inc. | Add +13.9% | 3.88% | +0.17 |
| CUBE Cubesmart | Add +12.6% | 4.78% | +0.09 |
| AMT American Tower Corp. | Add +1.9% | 0.89% | +0.08 |
| EPR Epr Properties | New | 0.05% | +0.05 |
| ED Consolidated Edison Inc. | Add +2.2% | 0.25% | +0.03 |
| WPC WP Carey Inc. | Add +1.9% | 0.46% | +0.03 |
| VICI Vici Properties Inc. | Add +1.8% | 0.67% | +0.02 |
| AWK American Water Works Co. Inc. | Add +2.2% | 0.19% | +0.02 |
| ADC Agree Realty Corp. | Add +1.4% | 0.62% | +0.01 |
| O Realty Income Corp. | Add +1.7% | 0.69% | +0.00 |
| WMB Williams Cos Inc. | Add +0.9% | 0.19% | +0.00 |
| ES Eversource Energy | Add +1.9% | 0.20% | +0.00 |
| LNG Cheniere Energy Inc. | Add +1.2% | 0.14% | −0.00 |
| NSA National Storage Affiliates | Add +2.6% | 0.07% | −0.00 |
| KMI Kinder Morgan Inc. | Add +0.8% | 0.30% | −0.01 |
| OKE Oneok Inc. | Add +1.4% | 0.21% | −0.02 |
| PDM Piedmont Realty Trust Inc. | Add +2.0% | 0.07% | −0.02 |
| SRE Sempra | Add +2.1% | 0.09% | −0.03 |
| EXR Extra Space Storage Inc. | Add +1.5% | 0.35% | −0.03 |
| AVB Avalonbay Communities Inc. | Add +2.6% | 0.35% | −0.03 |
| ARE Alexandria Real Estate Equit | Add +1.4% | 0.25% | −0.04 |
| HR Healthcare Realty Trust Inc. | Add +1.8% | 0.46% | −0.04 |
| PSA Public Storage | Add +2.0% | 0.51% | −0.04 |
| HIW Highwoods Properties Inc. | Add +1.6% | 0.35% | −0.04 |
| HUDSON PAC PPTYS INC | Add +10.4% | 1.82% | −0.04 |
| SPG Simon Property Group Inc. | Add +2.4% | 0.43% | −0.05 |
| VMRK Vivmark Residential | Add +8.8% | 4.03% | −0.05 |
| EIX Edison International | Add +2.5% | 0.12% | −0.05 |
| REG Regency Centers Corp. | Add +1.6% | 0.77% | −0.07 |
| CDP Copt Defense Properties | Add +1.5% | 0.37% | −0.09 |
| BDN Brandywine Realty Trust | Add +1.7% | 0.25% | −0.09 |
| DOC Healthpeak Properties Inc. | Add +6.0% | 3.33% | −0.13 |
| BRX Brixmor Property Group Inc. | Add +9.1% | 9.02% | −0.52 |
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 |