Presima Securities ULC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Presima Securities ULC reported 48 stock positions worth $363.9 million. Its top holding was Equinix (EQIX) at 9.0% of the portfolio, followed by Brixmor Property (BRX, 7.8%) and Ventas (VTR, 7.7%). Compared with Q2 2025, it sold out of 3, added to 18 and reduced 16. The biggest buy was Vivmark Residential (VMRK, shares +26%) and the biggest sale an exit from Host Hotels & Resorts (HST).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $363.9M (Q3 2025)
- SEC Filing
- 0001172661-25-004633 ↗ filed Nov 7, 2025
Holdings Value
Holdings 48 stocks · $363.9M
| EQIX Equinix Inc. | 9.00% | 41,826 | $32.8M | Reduce -19.7% |
| BRX Brixmor Property Group Inc. | 7.76% | 1,020,849 | $28.3M | Reduce -18.7% |
| VTR Ventas Inc. | 7.68% | 399,359 | $28.0M | Reduce -17.9% |
| GLPI Gaming and Leisure Propertie | 6.50% | 507,534 | $23.7M | Reduce -18.8% |
| FR First Industrial Realty TR | 6.29% | 444,391 | $22.9M | Reduce -15.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 5.55% | 312,307 | $20.2M | Add +25.5% |
| DLR Digital Realty Trust Inc. | 5.36% | 112,770 | $19.5M | Reduce -18.9% |
| INVH Invitation Homes Inc. | 4.94% | 613,481 | $18.0M | Reduce -21.3% |
| UDR Udr Inc. | 4.46% | 435,403 | $16.2M | Reduce -18.9% |
| CUBE Cubesmart | 4.40% | 393,946 | $16.0M | Reduce -19.3% |
| SBRA Sabra Health Care REIT Inc. | 4.06% | 793,495 | $14.8M | Reduce -25.2% |
| SKT Tanger Inc. | 3.65% | 392,559 | $13.3M | Reduce -16.9% |
| DOC Healthpeak Properties Inc. | 3.31% | 629,429 | $12.1M | Reduce -14.0% |
| HUDSON PAC PPTYS INC | 3.05% | 4,019,543 | $11.1M | Reduce -25.9% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 3.04% | 85,808 | $11.1M | Reduce -30.2% |
| NTST Netstreit Corp. | 2.98% | 601,213 | $10.9M | Reduce -9.5% |
| COLD Americold Realty Trust Inc. | 2.98% | 885,577 | $10.8M | Add +10.1% |
| PLD Prologis Inc. | 1.17% | 37,090 | $4.2M | Add +2.4% |
| REG Regency Centers Corp. | 1.00% | 49,723 | $3.6M | Add +4.2% |
| AMT American Tower Corp. | 0.96% | 18,210 | $3.5M | No change |
| O Realty Income Corp. | 0.95% | 56,816 | $3.5M | Add +4.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.88% | 97,703 | $3.2M | Add +3.9% |
| WPC WP Carey Inc. | 0.80% | 42,862 | $2.9M | Add +26.7% |
| ADC Agree Realty Corp. | 0.74% | 37,976 | $2.7M | Add +3.6% |
| PSA Public Storage | 0.66% | 8,268 | $2.4M | Add +5.2% |
| HR Healthcare Realty Trust Inc. | 0.64% | 128,980 | $2.3M | Add +3.5% |
| CCI Crown Castle Inc. | 0.59% | 22,386 | $2.2M | Add +2.9% |
| CDP Copt Defense Properties | 0.52% | 65,140 | $1.9M | Add +4.1% |
| SBAC SBA Communications Corp. | 0.50% | 9,372 | $1.8M | No change |
| ARE Alexandria Real Estate Equit | 0.50% | 21,732 | $1.8M | Add +77.7% |
| HIW Highwoods Properties Inc. | 0.50% | 56,688 | $1.8M | Add +4.0% |
| EXR Extra Space Storage Inc. | 0.45% | 11,601 | $1.6M | Add +5.8% |
| AVB Avalonbay Communities Inc. | 0.41% | 7,700 | $1.5M | Add +3.5% |
| SPG Simon Property Group Inc. | 0.41% | 7,894 | $1.5M | Reduce -31.8% |
| KRG Kite Realty Group Trust | 0.41% | 66,329 | $1.5M | No change |
| CPT Camden Property Trust | 0.39% | 13,438 | $1.4M | Add +5.5% |
| KMI Kinder Morgan Inc. | 0.36% | 46,796 | $1.3M | No change |
| BDN Brandywine Realty Trust | 0.30% | 264,145 | $1.1M | Add +3.9% |
| ED Consolidated Edison Inc. | 0.28% | 10,120 | $1.0M | No change |
| ES Eversource Energy | 0.28% | 14,189 | $1.0M | No change |
| WMB Williams Cos Inc. | 0.24% | 13,925 | $882K | No change |
| AWK American Water Works Co. Inc. | 0.22% | 5,767 | $803K | No change |
| OKE Oneok Inc. | 0.19% | 9,477 | $692K | No change |
| LNG Cheniere Energy Inc. | 0.18% | 2,783 | $654K | No change |
| SRE Sempra | 0.14% | 5,767 | $519K | No change |
| EIX Edison International | 0.14% | 9,174 | $507K | No change |
| PDM Piedmont Realty Trust Inc. | 0.11% | 44,207 | $398K | No change |
| EPR Epr Properties filed as EPR PPTYS | 0.07% | 4,573 | $265K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| HST Host Hotels & Resorts Inc. | Sold out | 0.00% | −2.30 |
| INVH Invitation Homes Inc. | Reduce -21.3% | 4.94% | −0.94 |
| UDR Udr Inc. | Reduce -18.9% | 4.46% | −0.58 |
| SUI Sun Communities Inc. | Reduce -30.2% | 3.04% | −0.53 |
| EQIX Equinix Inc. | Reduce -19.7% | 9.00% | −0.53 |
| REXR Rexford Industrial Realty Inc. | Sold out | 0.00% | −0.46 |
| SBRA Sabra Health Care REIT Inc. | Reduce -25.2% | 4.06% | −0.43 |
| CUBE Cubesmart | Reduce -19.3% | 4.40% | −0.37 |
| HUDSON PAC PPTYS INC | Reduce -25.9% | 3.05% | −0.37 |
| DLR Digital Realty Trust Inc. | Reduce -18.9% | 5.36% | −0.21 |
| GLPI Gaming and Leisure Propertie | Reduce -18.8% | 6.50% | −0.21 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.06 |
| SPG Simon Property Group Inc. | Reduce -31.8% | 0.41% | −0.02 |
| BRX Brixmor Property Group Inc. | Reduce -18.7% | 7.76% | +0.25 |
| SKT Tanger Inc. | Reduce -16.9% | 3.65% | +0.33 |
| DOC Healthpeak Properties Inc. | Reduce -14.0% | 3.31% | +0.37 |
| NTST Netstreit Corp. | Reduce -9.5% | 2.98% | +0.40 |
| FR First Industrial Realty TR | Reduce -15.6% | 6.29% | +0.46 |
| VTR Ventas Inc. | Reduce -17.9% | 7.68% | +0.62 |
Portfolio Buys Q2 2025 → Q3 2025
| VMRK Vivmark Residential | Add +25.5% | 5.55% | +1.69 |
| WPC WP Carey Inc. | Add +26.7% | 0.80% | +0.31 |
| ARE Alexandria Real Estate Equit | Add +77.7% | 0.50% | +0.29 |
| PLD Prologis Inc. | Add +2.4% | 1.17% | +0.29 |
| O Realty Income Corp. | Add +4.0% | 0.95% | +0.23 |
| REG Regency Centers Corp. | Add +4.2% | 1.00% | +0.21 |
| HR Healthcare Realty Trust Inc. | Add +3.5% | 0.64% | +0.18 |
| VICI Vici Properties Inc. | Add +3.9% | 0.88% | +0.17 |
| PSA Public Storage | Add +5.2% | 0.66% | +0.13 |
| ADC Agree Realty Corp. | Add +3.6% | 0.74% | +0.13 |
| CDP Copt Defense Properties | Add +4.1% | 0.52% | +0.12 |
| HIW Highwoods Properties Inc. | Add +4.0% | 0.50% | +0.11 |
| CCI Crown Castle Inc. | Add +2.9% | 0.59% | +0.08 |
| EXR Extra Space Storage Inc. | Add +5.8% | 0.45% | +0.08 |
| CPT Camden Property Trust | Add +5.5% | 0.39% | +0.06 |
| AVB Avalonbay Communities Inc. | Add +3.5% | 0.41% | +0.06 |
| BDN Brandywine Realty Trust | Add +3.9% | 0.30% | +0.05 |
| COLD Americold Realty Trust Inc. | Add +10.1% | 2.98% | −0.10 |
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 |