Institutional
Presima Securities ULC
CIK 0001399360
$178.3M
Reported AUM
48
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Presima Securities ULC · Q1 2026
AI · grounded in 13F
Presima Securities ULC trimmed its position in Hudson Pacific Properties In HPP by 94.21%. The fund accumulated shares of Tanger Inc SKT, increasing the position by 10.41%. These moves occurred as the fund managed a portfolio of 48 positions with total assets under management of $178.27M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $1080.95 | -0.75% | 20.90% | 45.37% | $16.2M | 9.09% | — | HELD |
| 2 | VTR | VENTAS INC | $81.73 | -0.35% | 32.42% | 61.24% | $14.4M | 8.09% | — | HELD |
| 3 | BRX | BRIXMOR PPTY GROUP INC | $30.98 | 2.08% | 26.56% | 68.01% | $12.7M | 7.12% | — | HELD |
| 4 | FR | FIRST INDL RLTY TR INC | $61.58 | -0.16% | 28.61% | 27.97% | $10.5M | 5.91% | — | HELD |
| 5 | GLPI | GAMING & LEISURE P | $47.33 | 0.34% | 8.66% | 34.58% | $9.7M | 5.42% | — | HELD |
| 6 | DLR | DIGITAL RLTY TR INC | $186.79 | -1.01% | 8.71% | 42.77% | $8.9M | 5.00% | — | HELD |
| 7 | EQR | EQUITY RESIDENTIAL | $68.15 | -0.06% | 4.01% | -2.39% | $7.6M | 4.24% | — | HELD |
| 8 | UDR | UDR INC | $39.20 | 0.77% | 0.02% | -13.22% | $6.4M | 3.58% | — | HELD |
| 9 | DOC | HEALTHPEAK PROPERTIES INC | $19.79 | 0.97% | 22.94% | -29.65% | $6.1M | 3.45% | — | HELD |
| 10 | CUBE | CUBESMART | $40.31 | 0.78% | -1.62% | 0.34% | $5.6M | 3.16% | — | HELD |
| 11 | SKT | TANGER INC | $37.09 | 2.01% | 27.05% | 165.91% | $5.3M | 3.00% | +14,842 | +10.4% |
| 12 | INVH | INVITATION HOMES INC | $29.88 | -0.53% | -5.61% | -13.74% | $5.2M | 2.94% | — | HELD |
| 13 | COLD | AMERICOLD REALTY TRUST INC | $14.71 | -1.74% | -8.33% | -54.14% | $4.9M | 2.75% | — | HELD |
| 14 | SUI | SUN CMNTYS INC | $123.69 | 0.82% | 2.79% | -25.72% | $4.6M | 2.56% | — | HELD |
| 15 | NTST | NETSTREIT CORP | $19.99 | 2.36% | 30.84% | -3.46% | $4.1M | 2.31% | — | HELD |
| 16 | REG | REGENCY CTRS CORP | $77.72 | 1.36% | 12.39% | 43.88% | $3.8M | 2.12% | — | HELD |
| 17 | O | REALTY INCOME CORP | $60.84 | 1.82% | 15.26% | 14.93% | $3.5M | 1.96% | — | HELD |
| 18 | AMT | AMERICAN TOWER CORP | $194.12 | 0.11% | -5.30% | -20.51% | $3.2M | 1.80% | — | HELD |
| 19 | PLD | PROLOGIS INC. | $144.54 | 0.52% | 37.48% | 29.45% | $3.2M | 1.78% | — | HELD |
| 20 | WPC | WP CAREY INC | $74.49 | 0.69% | 25.89% | 24.07% | $2.9M | 1.65% | — | HELD |
| 21 | ADC | AGREE RLTY CORP | $73.56 | 0.20% | 3.51% | 20.61% | $2.9M | 1.62% | — | HELD |
| 22 | VICI | VICI PPTYS INC | $27.86 | 2.39% | -6.04% | 15.20% | $2.7M | 1.51% | — | HELD |
| 23 | SBRA | SABRA HEALTH CARE REIT INC | $18.46 | 4.47% | 10.01% | 47.83% | $2.6M | 1.47% | — | HELD |
| 24 | AVB | AVALONBAY CMNTYS INC | $189.62 | -0.05% | -2.97% | -1.96% | $2.5M | 1.41% | — | HELD |
| 25 | PSA | PUBLIC STORAGE OPER CO | $309.68 | 0.98% | 6.56% | 22.23% | $2.2M | 1.26% | — | HELD |
| 26 | HR | HEALTHCARE RLTY TR | $19.65 | 0.41% | 43.37% | 9.47% | $2.2M | 1.24% | — | HELD |
| 27 | SPG | SIMON PPTY GROUP INC NEW | $210.31 | 1.98% | 36.20% | 116.91% | $2.1M | 1.20% | — | HELD |
| 28 | CDP | COPT DEFENSE PROPERTIES | $32.65 | 1.75% | 21.19% | 36.51% | $2.0M | 1.13% | — | HELD |
| 29 | CCI | CROWN CASTLE INC | $94.49 | 0.75% | -0.01% | -38.48% | $1.8M | 1.03% | — | HELD |
| 30 | KRG | KITE REALTY GROUP TRUST | $27.69 | 1.47% | 29.36% | 72.53% | $1.7M | 0.93% | — | HELD |
| 31 | SBAC | SBA COMMUNICATIONS CORP | $208.02 | 0.08% | — | — | $1.6M | 0.93% | — | HELD |
| 32 | KMI | KINDER MORGAN INC DEL | $31.68 | -0.06% | — | — | $1.6M | 0.89% | — | HELD |
| 33 | EXR | EXTRA SPACE STORAGE INC | $145.31 | -0.38% | — | — | $1.5M | 0.86% | — | HELD |
| 34 | CPT | CAMDEN PPTY TR | $112.60 | 0.53% | — | — | $1.3M | 0.74% | — | HELD |
| 35 | HIW | HIGHWOODS PPTYS INC | $28.12 | 0.86% | — | — | $1.2M | 0.69% | — | HELD |
| 36 | ED | CONSOLIDATED EDISON INC | $106.26 | 2.09% | — | — | $1.2M | 0.66% | — | HELD |
| 37 | WMB | WILLIAMS COS INC | $71.96 | -0.65% | — | — | $1.0M | 0.58% | — | HELD |
| 38 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $51.28 | -3.46% | — | — | $1.0M | 0.57% | — | HELD |
| 39 | ES | EVERSOURCE ENERGY | $70.18 | -0.59% | — | — | $1000K | 0.56% | — | HELD |
| 40 | OKE | ONEOK INC NEW | $88.25 | -0.79% | — | — | $871K | 0.49% | — | HELD |
| 41 | LNG | CHENIERE ENERGY INC | — | — | — | — | $802K | 0.45% | — | HELD |
| 42 | AWK | AMERICAN WTR WKS CO INC NEW | $124.47 | 1.82% | — | — | $801K | 0.45% | — | HELD |
| 43 | BDN | BRANDYWINE RLTY TR | $3.17 | 1.60% | — | — | $721K | 0.40% | — | HELD |
| 44 | EIX | EDISON INTL | $73.33 | 2.12% | — | — | $685K | 0.38% | — | HELD |
| 45 | SRE | SEMPRA | $91.42 | 1.20% | — | — | $569K | 0.32% | — | HELD |
| 46 | PDM | PIEDMONT REALTY TRUST INC | $8.84 | -0.90% | — | — | $297K | 0.17% | — | HELD |
| 47 | EPR | EPR PPTYS | $57.36 | 2.14% | — | — | $235K | 0.13% | — | HELD |
| 48 | HPP | HUDSON PACIFIC PROPERTIES IN | $13.88 | 0.98% | — | — | $63K | 0.04% | −172,956 | −94.2% |
Source: SEC EDGAR · accession 0001172661-26-001978. 13F discloses long positions only — shorts, foreign equities, and options are excluded.