Q4 2025 · 13F-HR
Presima Securities ULCholdings as filed
Filed 2026-02-10 · accession 0001172661-26-000556
$173.3M
Reported value
48
Positions
2025-12-31
Period end
The Brief · Presima Securities ULC · Q4 2025
AI · grounded in 13F
Presima Securities ULC established a new position in HPP valued at $1.99M. The fund nearly doubled its holdings in AVB with a 99.23% increase in shares and grew its position in SPG by 45.58%. Conversely, the fund trimmed several holdings, most notably reducing its stake in SBRA by 82.82% and EQIX by 60.47%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92276F100 | VTR | VENTAS INC | $13.7M | 7.88% | 176,423 | Common | NONE |
| 29444U700 | EQIX | EQUINIX INC | $12.7M | 7.31% | 16,534 | Common | NONE |
| 11120U105 | BRX | BRIXMOR PPTY GROUP INC | $11.6M | 6.67% | 440,708 | Common | NONE |
| 32054K103 | FR | FIRST INDL RLTY TR INC | $10.4M | 6.01% | 182,016 | Common | NONE |
| 36467J108 | GLPI | GAMING & LEISURE PPTYS INC | $9.7M | 5.62% | 217,958 | Common | NONE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $8.1M | 4.65% | 127,817 | Common | NONE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $7.7M | 4.41% | 49,452 | Common | NONE |
| 902653104 | UDR | UDR INC | $6.9M | 4.00% | 188,943 | Common | NONE |
| 42250P103 | DOC | HEALTHPEAK PROPERTIES INC | $6.0M | 3.47% | 373,942 | Common | NONE |
| 46187W107 | INVH | INVITATION HOMES INC | $5.9M | 3.38% | 210,816 | Common | NONE |
| 229663109 | CUBE | CUBESMART | $5.5M | 3.19% | 153,539 | Common | NONE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $5.5M | 3.18% | 428,379 | Common | NONE |
| 875465106 | SKT | TANGER INC | $4.8M | 2.74% | 142,545 | Common | NONE |
| 866674104 | SUI | SUN CMNTYS INC | $4.5M | 2.59% | 36,178 | Common | NONE |
| 64119V303 | NTST | NETSTREIT CORP | $3.9M | 2.23% | 218,704 | Common | NONE |
| 758849103 | REG | REGENCY CTRS CORP | $3.5M | 1.99% | 50,019 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $3.3M | 1.88% | 18,568 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $3.2M | 1.86% | 57,161 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $3.1M | 1.76% | 23,942 | Common | SOLE |
| 053484101 | AVB | AVALONBAY CMNTYS INC | $2.8M | 1.60% | 15,341 | Common | SOLE |
| 92936U109 | WPC | WP CAREY INC | $2.8M | 1.60% | 43,207 | Common | SOLE |
| 925652109 | VICI | VICI PPTYS INC | $2.8M | 1.60% | 98,374 | Common | SOLE |
| 008492100 | ADC | AGREE RLTY CORP | $2.8M | 1.59% | 38,203 | Common | SOLE |
| 78573L106 | SBRA | SABRA HEALTH CARE REIT INC | $2.6M | 1.49% | 136,324 | Common | SOLE |
| 42226K105 | HR | HEALTHCARE RLTY TR | $2.2M | 1.27% | 129,765 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $2.2M | 1.24% | 8,298 | Common | SOLE |
| 828806109 | SPG | SIMON PPTY GROUP INC NEW | $2.1M | 1.23% | 11,492 | Common | SOLE |
| 22822V101 | CCI | CROWN CASTLE INC | $2.0M | 1.16% | 22,570 | Common | SOLE |
| 444097406 | HPP | HUDSON PAC PPTYS INC | $2.0M | 1.15% | 183,581 | Common | NONE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP NEW | $1.9M | 1.07% | 9,585 | Common | SOLE |
| 22002T108 | CDP | COPT DEFENSE PROPERTIES | $1.8M | 1.05% | 65,602 | Common | SOLE |
| 49803T300 | KRG | KITE RLTY GROUP TR | $1.6M | 0.94% | 67,855 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $1.5M | 0.87% | 11,624 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $1.5M | 0.86% | 13,503 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $1.5M | 0.85% | 57,083 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $1.3M | 0.75% | 47,204 | Common | NONE |
| 015271109 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.1M | 0.62% | 22,027 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $1.0M | 0.59% | 10,326 | Common | SOLE |
| 30040W108 | ES | EVERSOURCE ENERGY | $971,572 | 0.56% | 14,430 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $847,070 | 0.49% | 14,092 | Common | NONE |
| 105368203 | BDN | BRANDYWINE RLTY TR | $776,702 | 0.45% | 265,994 | Common | SOLE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $767,993 | 0.44% | 5,885 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $708,614 | 0.41% | 9,641 | Common | SOLE |
| 281020107 | EIX | EDISON INTL | $561,967 | 0.32% | 9,363 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $549,152 | 0.32% | 2,825 | Common | SOLE |
| 816851109 | SRE | SEMPRA | $517,026 | 0.30% | 5,856 | Common | SOLE |
| 720190206 | PDM | PIEDMONT REALTY TRUST INC | $376,484 | 0.22% | 45,142 | Common | SOLE |
| 26884U109 | EPR | EPR PPTYS | $234,630 | 0.14% | 4,702 | Common | SOLE |
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.