Presima Securities ULC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Presima Securities ULC reported 48 stock positions worth $173.3 million. Its top holding was Ventas (VTR) at 7.9% of the portfolio, followed by Equinix (EQIX, 7.3%) and Brixmor Property (BRX, 6.7%). Compared with Q3 2025, it added to 30 and reduced 18. The biggest buy was Avalonbay Communities (AVB, shares +99%) and the biggest sale Sabra Health Care REIT (SBRA, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001399360
- Portfolio Value
- $173.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000556 ↗ filed Feb 10, 2026
Holdings Value
Holdings 48 stocks · $173.3M
| VTR Ventas Inc. | 7.88% | 176,423 | $13.7M | Reduce -55.8% |
| EQIX Equinix Inc. | 7.31% | 16,534 | $12.7M | Reduce -60.5% |
| BRX Brixmor Property Group Inc. | 6.67% | 440,708 | $11.6M | Reduce -56.8% |
| FR First Industrial Realty TR | 6.01% | 182,016 | $10.4M | Reduce -59.0% |
| GLPI Gaming and Leisure Propertie | 5.62% | 217,958 | $9.7M | Reduce -57.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 4.65% | 127,817 | $8.1M | Reduce -59.1% |
| DLR Digital Realty Trust Inc. | 4.41% | 49,452 | $7.7M | Reduce -56.1% |
| UDR Udr Inc. | 4.00% | 188,943 | $6.9M | Reduce -56.6% |
| DOC Healthpeak Properties Inc. | 3.47% | 373,942 | $6.0M | Reduce -40.6% |
| INVH Invitation Homes Inc. | 3.38% | 210,816 | $5.9M | Reduce -65.6% |
| CUBE Cubesmart | 3.19% | 153,539 | $5.5M | Reduce -61.0% |
| COLD Americold Realty Trust Inc. | 3.18% | 428,379 | $5.5M | Reduce -51.6% |
| SKT Tanger Inc. | 2.74% | 142,545 | $4.8M | Reduce -63.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 2.59% | 36,178 | $4.5M | Reduce -57.8% |
| NTST Netstreit Corp. | 2.23% | 218,704 | $3.9M | Reduce -63.6% |
| REG Regency Centers Corp. | 1.99% | 50,019 | $3.5M | Add +0.6% |
| AMT American Tower Corp. | 1.88% | 18,568 | $3.3M | Add +2.0% |
| O Realty Income Corp. | 1.86% | 57,161 | $3.2M | Add +0.6% |
| PLD Prologis Inc. | 1.76% | 23,942 | $3.1M | Reduce -35.5% |
| AVB Avalonbay Communities Inc. | 1.60% | 15,341 | $2.8M | Add +99.2% |
| WPC WP Carey Inc. | 1.60% | 43,207 | $2.8M | Add +0.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.60% | 98,374 | $2.8M | Add +0.7% |
| ADC Agree Realty Corp. | 1.59% | 38,203 | $2.8M | Add +0.6% |
| SBRA Sabra Health Care REIT Inc. | 1.49% | 136,324 | $2.6M | Reduce -82.8% |
| HR Healthcare Realty Trust Inc. | 1.27% | 129,765 | $2.2M | Add +0.6% |
| PSA Public Storage | 1.24% | 8,298 | $2.2M | Add +0.4% |
| SPG Simon Property Group Inc. | 1.23% | 11,492 | $2.1M | Add +45.6% |
| CCI Crown Castle Inc. | 1.16% | 22,570 | $2.0M | Add +0.8% |
| HPP Hudson Pacific Properties Inc. | 1.15% | 183,581 | $2.0M | Reduce -68.1% |
| SBAC SBA Communications Corp. | 1.07% | 9,585 | $1.9M | Add +2.3% |
| CDP Copt Defense Properties | 1.05% | 65,602 | $1.8M | Add +0.7% |
| KRG Kite Realty Group Trust | 0.94% | 67,855 | $1.6M | Add +2.3% |
| EXR Extra Space Storage Inc. | 0.87% | 11,624 | $1.5M | Add +0.2% |
| CPT Camden Property Trust | 0.86% | 13,503 | $1.5M | Add +0.5% |
| HIW Highwoods Properties Inc. | 0.85% | 57,083 | $1.5M | Add +0.7% |
| KMI Kinder Morgan Inc. | 0.75% | 47,204 | $1.3M | Add +0.9% |
| ARE Alexandria Real Estate Equit | 0.62% | 22,027 | $1.1M | Add +1.4% |
| ED Consolidated Edison Inc. | 0.59% | 10,326 | $1.0M | Add +2.0% |
| ES Eversource Energy | 0.56% | 14,430 | $972K | Add +1.7% |
| WMB Williams Cos Inc. | 0.49% | 14,092 | $847K | Add +1.2% |
| BDN Brandywine Realty Trust | 0.45% | 265,994 | $777K | Add +0.7% |
| AWK American Water Works Co. Inc. | 0.44% | 5,885 | $768K | Add +2.0% |
| OKE Oneok Inc. | 0.41% | 9,641 | $709K | Add +1.7% |
| EIX Edison International | 0.32% | 9,363 | $562K | Add +2.1% |
| LNG Cheniere Energy Inc. | 0.32% | 2,825 | $549K | Add +1.5% |
| SRE Sempra | 0.30% | 5,856 | $517K | Add +1.5% |
| PDM Piedmont Realty Trust Inc. | 0.22% | 45,142 | $376K | Add +2.1% |
| EPR Epr Properties filed as EPR PPTYS | 0.14% | 4,702 | $235K | Add +2.8% |
Portfolio Sells Q3 2025 → Q4 2025
| SBRA Sabra Health Care REIT Inc. | Reduce -82.8% | 1.49% | −2.57 |
| HPP Hudson Pacific Properties Inc. | Reduce -68.1% | 1.15% | −1.90 |
| EQIX Equinix Inc. | Reduce -60.5% | 7.31% | −1.69 |
| INVH Invitation Homes Inc. | Reduce -65.6% | 3.38% | −1.56 |
| CUBE Cubesmart | Reduce -61.0% | 3.19% | −1.21 |
| BRX Brixmor Property Group Inc. | Reduce -56.8% | 6.67% | −1.10 |
| DLR Digital Realty Trust Inc. | Reduce -56.1% | 4.41% | −0.94 |
| VMRK Vivmark Residential | Reduce -59.1% | 4.65% | −0.91 |
| SKT Tanger Inc. | Reduce -63.7% | 2.74% | −0.91 |
| GLPI Gaming and Leisure Propertie | Reduce -57.1% | 5.62% | −0.88 |
| NTST Netstreit Corp. | Reduce -63.6% | 2.23% | −0.76 |
| UDR Udr Inc. | Reduce -56.6% | 4.00% | −0.46 |
| SUI Sun Communities Inc. | Reduce -57.8% | 2.59% | −0.46 |
| FR First Industrial Realty TR | Reduce -59.0% | 6.01% | −0.27 |
| DOC Healthpeak Properties Inc. | Reduce -40.6% | 3.47% | +0.16 |
| VTR Ventas Inc. | Reduce -55.8% | 7.88% | +0.20 |
| COLD Americold Realty Trust Inc. | Reduce -51.6% | 3.18% | +0.20 |
| PLD Prologis Inc. | Reduce -35.5% | 1.76% | +0.60 |
Portfolio Buys Q3 2025 → Q4 2025
| AVB Avalonbay Communities Inc. | Add +99.2% | 1.60% | +1.20 |
| REG Regency Centers Corp. | Add +0.6% | 1.99% | +1.00 |
| AMT American Tower Corp. | Add +2.0% | 1.88% | +0.92 |
| O Realty Income Corp. | Add +0.6% | 1.86% | +0.91 |
| ADC Agree Realty Corp. | Add +0.6% | 1.59% | +0.85 |
| SPG Simon Property Group Inc. | Add +45.6% | 1.23% | +0.82 |
| WPC WP Carey Inc. | Add +0.8% | 1.60% | +0.81 |
| VICI Vici Properties Inc. | Add +0.7% | 1.60% | +0.72 |
| HR Healthcare Realty Trust Inc. | Add +0.6% | 1.27% | +0.63 |
| PSA Public Storage | Add +0.4% | 1.24% | +0.59 |
| SBAC SBA Communications Corp. | Add +2.3% | 1.07% | +0.57 |
| CCI Crown Castle Inc. | Add +0.8% | 1.16% | +0.56 |
| CDP Copt Defense Properties | Add +0.7% | 1.05% | +0.53 |
| KRG Kite Realty Group Trust | Add +2.3% | 0.94% | +0.53 |
| CPT Camden Property Trust | Add +0.5% | 0.86% | +0.46 |
| EXR Extra Space Storage Inc. | Add +0.2% | 0.87% | +0.42 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.75% | +0.38 |
| HIW Highwoods Properties Inc. | Add +0.7% | 0.85% | +0.35 |
| ED Consolidated Edison Inc. | Add +2.0% | 0.59% | +0.31 |
| ES Eversource Energy | Add +1.7% | 0.56% | +0.28 |
| WMB Williams Cos Inc. | Add +1.2% | 0.49% | +0.25 |
| AWK American Water Works Co. Inc. | Add +2.0% | 0.44% | +0.22 |
| OKE Oneok Inc. | Add +1.7% | 0.41% | +0.22 |
| EIX Edison International | Add +2.1% | 0.32% | +0.18 |
| SRE Sempra | Add +1.5% | 0.30% | +0.16 |
| BDN Brandywine Realty Trust | Add +0.7% | 0.45% | +0.15 |
| LNG Cheniere Energy Inc. | Add +1.5% | 0.32% | +0.14 |
| ARE Alexandria Real Estate Equit | Add +1.4% | 0.62% | +0.12 |
| PDM Piedmont Realty Trust Inc. | Add +2.1% | 0.22% | +0.11 |
| EPR Epr Properties | Add +2.8% | 0.14% | +0.06 |
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 |