Presima Securities ULC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Presima Securities ULC reported 51 stock positions worth $434.9 million. Its top holding was Equinix (EQIX) at 9.5% of the portfolio, followed by Brixmor Property (BRX, 7.5%) and Ventas (VTR, 7.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 19 and reduced 13. The biggest buy was a new position in First Industrial Realty TR (FR) and the biggest sale Prologis (PLD, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $434.9M (Q2 2025)
- SEC Filing
- 0001172661-25-002870 ↗ filed Aug 4, 2025
Holdings Value
Holdings 51 stocks · $434.9M
| EQIX Equinix Inc. | 9.53% | 52,112 | $41.5M | Add +14.9% |
| BRX Brixmor Property Group Inc. | 7.51% | 1,255,141 | $32.7M | Reduce -17.4% |
| VTR Ventas Inc. | 7.06% | 486,153 | $30.7M | Reduce -0.2% |
| GLPI Gaming and Leisure Propertie | 6.71% | 625,267 | $29.2M | Reduce -16.3% |
| INVH Invitation Homes Inc. | 5.88% | 779,771 | $25.6M | Reduce -1.8% |
| FR First Industrial Realty TR | 5.83% | 526,689 | $25.3M | New |
| DLR Digital Realty Trust Inc. | 5.57% | 139,012 | $24.2M | Reduce -18.2% |
| UDR Udr Inc. | 5.04% | 536,683 | $21.9M | Reduce -1.4% |
| CUBE Cubesmart | 4.77% | 487,993 | $20.7M | Reduce -2.5% |
| SBRA Sabra Health Care REIT Inc. | 4.50% | 1,060,612 | $19.6M | Add +6.7% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 3.86% | 248,831 | $16.8M | Reduce -1.1% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.57% | 122,920 | $15.5M | Reduce -1.7% |
| HUDSON PAC PPTYS INC | 3.41% | 5,420,597 | $14.9M | Add +96.0% |
| SKT Tanger Inc. | 3.32% | 472,624 | $14.5M | New |
| COLD Americold Realty Trust Inc. | 3.08% | 804,314 | $13.4M | Add +48.3% |
| DOC Healthpeak Properties Inc. | 2.95% | 731,845 | $12.8M | Reduce -0.7% |
| NTST Netstreit Corp. | 2.58% | 664,070 | $11.2M | Reduce -1.5% |
| HST Host Hotels & Resorts Inc. | 2.30% | 652,414 | $10.0M | New |
| AMT American Tower Corp. | 0.93% | 18,210 | $4.0M | No change |
| PLD Prologis Inc. | 0.88% | 36,233 | $3.8M | Reduce -92.0% |
| REG Regency Centers Corp. | 0.78% | 47,724 | $3.4M | Add +2.4% |
| O Realty Income Corp. | 0.72% | 54,605 | $3.1M | Add +2.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.70% | 94,052 | $3.1M | Add +2.2% |
| ADC Agree Realty Corp. | 0.62% | 36,652 | $2.7M | Add +1.9% |
| PSA Public Storage | 0.53% | 7,863 | $2.3M | Add +2.5% |
| CCI Crown Castle Inc. | 0.51% | 21,755 | $2.2M | Add +1.4% |
| SBAC SBA Communications Corp. | 0.51% | 9,372 | $2.2M | No change |
| WPC WP Carey Inc. | 0.49% | 33,834 | $2.1M | Add +2.8% |
| REXR Rexford Industrial Realty Inc. | 0.46% | 56,118 | $2.0M | Reduce -40.3% |
| HR Healthcare Realty Trust Inc. | 0.45% | 124,656 | $2.0M | Add +2.0% |
| SPG Simon Property Group Inc. | 0.43% | 11,573 | $1.9M | No change |
| CDP Copt Defense Properties | 0.40% | 62,553 | $1.7M | Add +2.0% |
| HIW Highwoods Properties Inc. | 0.39% | 54,501 | $1.7M | Add +2.1% |
| EXR Extra Space Storage Inc. | 0.37% | 10,962 | $1.6M | Add +3.0% |
| AVB Avalonbay Communities Inc. | 0.35% | 7,438 | $1.5M | Add +2.1% |
| KRG Kite Realty Group Trust | 0.35% | 66,329 | $1.5M | No change |
| CPT Camden Property Trust | 0.33% | 12,740 | $1.4M | Add +2.5% |
| KMI Kinder Morgan Inc. | 0.32% | 46,796 | $1.4M | No change |
| BDN Brandywine Realty Trust | 0.25% | 254,344 | $1.1M | Add +2.0% |
| ED Consolidated Edison Inc. | 0.23% | 10,120 | $1.0M | No change |
| ES Eversource Energy | 0.21% | 14,189 | $903K | No change |
| ARE Alexandria Real Estate Equit | 0.20% | 12,229 | $888K | Add +2.8% |
| WMB Williams Cos Inc. | 0.20% | 13,925 | $875K | No change |
| AWK American Water Works Co. Inc. | 0.18% | 5,767 | $802K | No change |
| OKE Oneok Inc. | 0.18% | 9,477 | $774K | No change |
| LNG Cheniere Energy Inc. | 0.16% | 2,783 | $678K | No change |
| EIX Edison International | 0.11% | 9,174 | $473K | No change |
| SRE Sempra | 0.10% | 5,767 | $437K | No change |
| PDM Piedmont Realty Trust Inc. | 0.07% | 44,207 | $322K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.06% | 4,573 | $266K | No change |
| NSA National Storage Affiliates | 0.06% | 7,799 | $249K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| PLD Prologis Inc. | Reduce -92.0% | 0.88% | −10.45 |
| GLPI Gaming and Leisure Propertie | Reduce -16.3% | 6.71% | −1.79 |
| BRX Brixmor Property Group Inc. | Reduce -17.4% | 7.51% | −1.51 |
| UDR Udr Inc. | Reduce -1.4% | 5.04% | −0.46 |
| VTR Ventas Inc. | Reduce -0.2% | 7.06% | −0.43 |
| DOC Healthpeak Properties Inc. | Reduce -0.7% | 2.95% | −0.39 |
| REXR Rexford Industrial Realty Inc. | Reduce -40.3% | 0.46% | −0.36 |
| INVH Invitation Homes Inc. | Reduce -1.8% | 5.88% | −0.31 |
| VMRK Vivmark Residential | Reduce -1.1% | 3.86% | −0.17 |
| DEA Easterly Govt Pptys Inc. | Sold out | 0.00% | −0.03 |
| SUI Sun Communities Inc. | Reduce -1.7% | 3.57% | −0.02 |
| CUBE Cubesmart | Reduce -2.5% | 4.77% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -18.2% | 5.57% | +0.12 |
| NTST Netstreit Corp. | Reduce -1.5% | 2.58% | +0.20 |
Portfolio Buys Q1 2025 → Q2 2025
| FR First Industrial Realty TR | New | 5.83% | +5.83 |
| SKT Tanger Inc. | New | 3.32% | +3.32 |
| HST Host Hotels & Resorts Inc. | New | 2.30% | +2.30 |
| HUDSON PAC PPTYS INC | Add +96.0% | 3.41% | +1.59 |
| EQIX Equinix Inc. | Add +14.9% | 9.53% | +1.26 |
| SBRA Sabra Health Care REIT Inc. | Add +6.7% | 4.50% | +0.61 |
| COLD Americold Realty Trust Inc. | Add +48.3% | 3.08% | +0.47 |
| HIW Highwoods Properties Inc. | Add +2.1% | 0.39% | +0.04 |
| VICI Vici Properties Inc. | Add +2.2% | 0.70% | +0.03 |
| O Realty Income Corp. | Add +2.2% | 0.72% | +0.03 |
| CDP Copt Defense Properties | Add +2.0% | 0.40% | +0.02 |
| WPC WP Carey Inc. | Add +2.8% | 0.49% | +0.02 |
| EXR Extra Space Storage Inc. | Add +3.0% | 0.37% | +0.02 |
| PSA Public Storage | Add +2.5% | 0.53% | +0.02 |
| CCI Crown Castle Inc. | Add +1.4% | 0.51% | +0.01 |
| REG Regency Centers Corp. | Add +2.4% | 0.78% | +0.01 |
| BDN Brandywine Realty Trust | Add +2.0% | 0.25% | +0.00 |
| AVB Avalonbay Communities Inc. | Add +2.1% | 0.35% | −0.00 |
| ADC Agree Realty Corp. | Add +1.9% | 0.62% | −0.01 |
| HR Healthcare Realty Trust Inc. | Add +2.0% | 0.45% | −0.01 |
| CPT Camden Property Trust | Add +2.5% | 0.33% | −0.01 |
| ARE Alexandria Real Estate Equit | Add +2.8% | 0.20% | −0.04 |
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 |