Presima Securities ULC — 13F Holdings & Portfolio

CIK 1399360 · latest 13F-HR filed 2026-05-14

Presima Securities ULC manages $178.3M in 13F-reported U.S. long-equity assets across 48 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EQIX (9.09%), VTR (8.09%), BRX (7.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 17, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$178.3M

Long-equity book

Holdings

48

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+0 / −0 / ↑17 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EQUINIX INC$3.5M +27.9%
  • DIGITAL RLTY TR INC$1.3M +16.5%
  • BRIXMOR PPTY GROUP INC$1.1M +9.8%
  • VENTAS INC$776.3K +5.7%
  • TANGER INC$591.3K +12.4%
Show all 17

Top Trims

  • HUDSON PACIFIC PROPERTIES IN-$1.9M -96.8%
  • INVITATION HOMES INC-$619.8K -10.6%
  • AMERICOLD REALTY TRUST INC-$599.7K -10.9%
  • UDR INC-$547.9K -7.9%
  • EQUITY RESIDENTIAL-$497.2K -6.2%
Show all 13

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EQUINIX INC EQIX 29444U700 $16.2M 9.09% 16,534 SH
2 VENTAS INC VTR 92276F100 $14.4M 8.09% 176,423 SH
3 BRIXMOR PPTY GROUP INC BRX 11120U105 $12.7M 7.12% 440,708 SH
4 FIRST INDL RLTY TR INC FR 32054K103 $10.5M 5.91% 182,016 SH
5 GAMING & LEISURE P GLPI 36467J108 $9.7M 5.42% 217,958 SH
6 DIGITAL RLTY TR INC DLR 253868103 $8.9M 5.00% 49,452 SH
7 EQUITY RESIDENTIAL EQR 29476L107 $7.6M 4.24% 127,817 SH
8 UDR INC UDR 902653104 $6.4M 3.58% 188,943 SH
9 HEALTHPEAK PROPERTIES INC DOC 42250P103 $6.1M 3.45% 373,942 SH
10 CUBESMART CUBE 229663109 $5.6M 3.16% 153,539 SH
11 TANGER INC SKT 875465106 $5.3M 3.00% 157,387 SH
12 INVITATION HOMES INC INVH 46187W107 $5.2M 2.94% 210,816 SH
13 AMERICOLD REALTY TRUST INC COLD 03064D108 $4.9M 2.75% 428,379 SH
14 SUN CMNTYS INC SUI 866674104 $4.6M 2.56% 36,178 SH
15 NETSTREIT CORP NTST 64119V303 $4.1M 2.31% 218,704 SH
16 REGENCY CTRS CORP REG 758849103 $3.8M 2.12% 50,019 SH
17 REALTY INCOME CORP O 756109104 $3.5M 1.96% 57,161 SH
18 AMERICAN TOWER CORP AMT 03027X100 $3.2M 1.80% 18,568 SH
19 PROLOGIS INC. PLD 74340W103 $3.2M 1.78% 23,942 SH
20 WP CAREY INC WPC 92936U109 $2.9M 1.65% 43,207 SH
21 AGREE RLTY CORP ADC 008492100 $2.9M 1.62% 38,203 SH
22 VICI PPTYS INC VICI 925652109 $2.7M 1.51% 98,374 SH
23 SABRA HEALTH CARE REIT INC SBRA 78573L106 $2.6M 1.47% 136,324 SH
24 AVALONBAY CMNTYS INC AVB 053484101 $2.5M 1.41% 15,341 SH
25 PUBLIC STORAGE OPER CO PSA 74460D109 $2.2M 1.26% 8,298 SH
26 HEALTHCARE RLTY TR HR 42226K105 $2.2M 1.24% 129,765 SH
27 SIMON PPTY GROUP INC NEW SPG 828806109 $2.1M 1.20% 11,492 SH
28 COPT DEFENSE PROPERTIES CDP 22002T108 $2.0M 1.13% 65,602 SH
29 CROWN CASTLE INC CCI 22822V101 $1.8M 1.03% 22,570 SH
30 KITE REALTY GROUP TRUST KRG 49803T300 $1.7M 0.93% 67,855 SH
31 SBA COMMUNICATIONS CORP SBAC 78410G104 $1.6M 0.93% 9,585 SH
32 KINDER MORGAN INC DEL KMI 49456B101 $1.6M 0.89% 47,204 SH
33 EXTRA SPACE STORAGE INC EXR 30225T102 $1.5M 0.86% 11,624 SH
34 CAMDEN PPTY TR CPT 133131102 $1.3M 0.74% 13,503 SH
35 HIGHWOODS PPTYS INC HIW 431284108 $1.2M 0.69% 57,083 SH
36 CONSOLIDATED EDISON INC ED 209115104 $1.2M 0.66% 10,326 SH
37 WILLIAMS COS INC WMB 969457100 $1.0M 0.58% 14,092 SH
38 ALEXANDRIA REAL ESTATE EQ IN ARE 015271109 $1.0M 0.57% 22,027 SH
39 EVERSOURCE ENERGY ES 30040W108 $999.7K 0.56% 14,430 SH
40 ONEOK INC NEW OKE 682680103 $871.5K 0.49% 9,641 SH
41 CHENIERE ENERGY INC LNG 16411R208 $801.6K 0.45% 2,825 SH
42 AMERICAN WTR WKS CO INC NEW AWK 030420103 $800.9K 0.45% 5,885 SH
43 BRANDYWINE RLTY TR BDN 105368203 $720.8K 0.40% 265,994 SH
44 EDISON INTL EIX 281020107 $685.2K 0.38% 9,363 SH
45 SEMPRA SRE 816851109 $569.0K 0.32% 5,856 SH
46 PIEDMONT REALTY TRUST INC PDM 720190206 $296.6K 0.17% 45,142 SH
47 EPR PPTYS EPR 26884U109 $234.9K 0.13% 4,702 SH
48 HUDSON PACIFIC PROPERTIES IN HPP 444097406 $62.8K 0.04% 10,625 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $178.3M 48 0001172661-26-001978
2025-12-31 2026-02-10 $173.3M 48 0001172661-26-000556
2025-09-30 2025-11-07 $363.9M 48 0001172661-25-004633