Presima Securities ULC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Presima Securities ULC reported 48 stock positions worth $178.3 million. Its top holding was Equinix (EQIX) at 9.1% of the portfolio, followed by Ventas (VTR, 8.1%) and Brixmor Property (BRX, 7.1%). Compared with Q4 2025, it added to 1 and reduced 1. The biggest buy was Tanger (SKT, shares +10%) and the biggest sale Hudson Pacific Properties (HPP, shares −94%).

Most Recent 13F
Q2 2026
Location
MONTREAL, A8
CIK
0001399360
Portfolio Value
$178.3M (Q1 2026)
SEC Filing
0001172661-26-001978 ↗ filed May 14, 2026

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 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 $178.3M Q1 2026 Q2 2026: $0 Q2 2026

Holdings 48 stocks · $178.3M

EQIX Equinix Inc. 9.09% 16,534 $16.2M No change
VTR Ventas Inc. 8.09% 176,423 $14.4M No change
BRX Brixmor Property Group Inc. 7.12% 440,708 $12.7M No change
FR First Industrial Realty TR 5.91% 182,016 $10.5M No change
GLPI Gaming and Leisure Propertie 5.42% 217,958 $9.7M No change
DLR Digital Realty Trust Inc. 5.00% 49,452 $8.9M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 4.24% 127,817 $7.6M No change
UDR Udr Inc. 3.58% 188,943 $6.4M No change
DOC Healthpeak Properties Inc. 3.45% 373,942 $6.1M No change
CUBE Cubesmart 3.16% 153,539 $5.6M No change
SKT Tanger Inc. 3.00% 157,387 $5.3M Add +10.4%
INVH Invitation Homes Inc. 2.94% 210,816 $5.2M No change
COLD Americold Realty Trust Inc. 2.75% 428,379 $4.9M No change
SUI Sun Communities Inc. filed as SUN CMNTYS INC 2.56% 36,178 $4.6M No change
NTST Netstreit Corp. 2.31% 218,704 $4.1M No change
REG Regency Centers Corp. 2.12% 50,019 $3.8M No change
O Realty Income Corp. 1.96% 57,161 $3.5M No change
AMT American Tower Corp. 1.80% 18,568 $3.2M No change
PLD Prologis Inc. 1.78% 23,942 $3.2M No change
WPC WP Carey Inc. 1.65% 43,207 $2.9M No change
ADC Agree Realty Corp. 1.62% 38,203 $2.9M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 1.51% 98,374 $2.7M No change
SBRA Sabra Health Care REIT Inc. 1.47% 136,324 $2.6M No change
AVB Avalonbay Communities Inc. 1.41% 15,341 $2.5M No change
PSA Public Storage 1.26% 8,298 $2.2M No change
HR Healthcare Realty Trust Inc. 1.24% 129,765 $2.2M No change
SPG Simon Property Group Inc. 1.20% 11,492 $2.1M No change
CDP Copt Defense Properties 1.13% 65,602 $2.0M No change
CCI Crown Castle Inc. 1.03% 22,570 $1.8M No change
KRG Kite Realty Group Trust 0.93% 67,855 $1.7M No change
SBAC SBA Communications Corp. 0.93% 9,585 $1.6M No change
KMI Kinder Morgan Inc. 0.89% 47,204 $1.6M No change
EXR Extra Space Storage Inc. 0.85% 11,624 $1.5M No change
CPT Camden Property Trust 0.74% 13,503 $1.3M No change
HIW Highwoods Properties Inc. 0.69% 57,083 $1.2M No change
ED Consolidated Edison Inc. 0.66% 10,326 $1.2M No change
WMB Williams Cos Inc. 0.58% 14,092 $1.0M No change
ARE Alexandria Real Estate Equit 0.57% 22,027 $1.0M No change
ES Eversource Energy 0.56% 14,430 $1000K No change
OKE Oneok Inc. 0.49% 9,641 $871K No change
LNG Cheniere Energy Inc. 0.45% 2,825 $802K No change
AWK American Water Works Co. Inc. 0.45% 5,885 $801K No change
BDN Brandywine Realty Trust 0.40% 265,994 $721K No change
EIX Edison International 0.38% 9,363 $685K No change
SRE Sempra 0.32% 5,856 $569K No change
PDM Piedmont Realty Trust Inc. 0.17% 45,142 $297K No change
EPR Epr Properties filed as EPR PPTYS 0.13% 4,702 $235K No change
HPP Hudson Pacific Properties Inc. 0.04% 10,625 $63K Reduce -94.2%

Portfolio Sells Q4 2025 → Q1 2026

HPP Hudson Pacific Properties Inc. Reduce -94.2% 0.04% −1.11

Portfolio Buys Q4 2025 → Q1 2026

SKT Tanger Inc. Add +10.4% 3.00% +0.26

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