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Presima Securities ULC

Q4 2024 · 13F-HR

Presima Securities ULCholdings as filed

Filed 2025-01-21 · accession 0001172661-25-000274

$406.4M
Reported value
51
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$50.9M12.5%53,979CommonSOLE
74340W103PLDPROLOGIS INC.$43.6M10.7%412,660CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$38.8M9.54%1,392,268CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$32.7M8.05%679,087CommonSOLE
92276F100VTRVENTAS INC$25.9M6.37%439,942CommonSOLE
46187W107INVHINVITATION HOMES INC$23.0M5.65%717,940CommonSOLE
902653104UDRUDR INC$21.5M5.30%496,124CommonSOLE
229663109CUBECUBESMART$19.0M4.69%444,390CommonSOLE
29476L107EQREQUITY RESIDENTIAL$16.6M4.08%231,187CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$15.9M3.91%411,242CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$15.1M3.72%872,365CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$14.8M3.63%72,395CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$14.1M3.47%695,216CommonSOLE
866674104SUISUN CMNTYS INC$10.8M2.66%87,862CommonSOLE
444097109HUDSON PAC PPTYS INC$7.6M1.87%2,504,983CommonSOLE
64119V303NTSTNETSTREIT CORP$5.1M1.25%359,333CommonSOLE
758849103REGREGENCY CTRS CORP$3.4M0.83%45,880CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.3M0.81%17,866CommonSOLE
756109104OREALTY INCOME CORP$2.8M0.69%52,578CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$2.7M0.67%126,970CommonSOLE
925652109VICIVICI PPTYS INC$2.6M0.65%90,423CommonSOLE
008492100ADCAGREE RLTY CORP$2.5M0.61%35,468CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$2.3M0.55%7,520CommonSOLE
49803T300KRGKITE RLTY GROUP TR$2.1M0.51%82,330CommonSOLE
42226K105HRHEALTHCARE RLTY TR$2.0M0.50%120,098CommonSOLE
22822V101CCICROWN CASTLE INC$2.0M0.49%21,795CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.9M0.48%11,302CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$1.9M0.46%60,410CommonSOLE
92936U109WPCWP CAREY INC$1.8M0.43%32,300CommonSOLE
133131102CPTCAMDEN PPTY TR$1.7M0.42%14,840CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$1.6M0.40%52,536CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.6M0.39%10,481CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.6M0.38%7,101CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.5M0.36%8,286CommonSOLE
105368203BDNBRANDYWINE RLTY TR$1.4M0.34%245,167CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.3M0.31%46,400CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.1M0.28%11,725CommonSOLE
682680103OKEONEOK INC NEW$938,7400.23%9,350CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$892,3140.22%17,800CommonSOLE
209115104EDCONSOLIDATED EDISON INC$883,3770.22%9,900CommonSOLE
30040W108ESEVERSOURCE ENERGY$800,0000.20%13,930CommonSOLE
969457100WMBWILLIAMS COS INC$746,8560.18%13,800CommonSOLE
281020107EIXEDISON INTL$714,5680.18%8,950CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$702,7460.17%5,645CommonSOLE
16411R208LNGCHENIERE ENERGY INC$590,8930.15%2,750CommonSOLE
816851109SRESEMPRA$495,6180.12%5,650CommonSOLE
720190206PDMPIEDMONT OFFICE REALTY TR IN$396,5980.10%43,344CommonSOLE
73757R102PSTLPOSTAL REALTY TRUST INC$391,5000.10%30,000CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$288,1160.07%7,600CommonSOLE
27616P103EASTERLY GOVT PPTYS INC$155,9500.04%13,728CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$117,6000.03%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.