13F HOLDINGS REPORT
Presima Securities ULC
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001172661-25-002870
Total Value
$434.9M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQUINIX INC | EQIX | 52,112 | $41.5M | 9.53% |
| 2 | BRIXMOR PPTY GROUP INC | 11120U105 | 1,255,141 | $32.7M | 7.51% |
| 3 | VENTAS INC | VTR | 486,153 | $30.7M | 7.06% |
| 4 | GAMING & LEISURE PPTYS INC | 36467J108 | 625,267 | $29.2M | 6.71% |
| 5 | INVITATION HOMES INC | INVH | 779,771 | $25.6M | 5.88% |
| 6 | FIRST INDL RLTY TR INC | 32054K103 | 526,689 | $25.3M | 5.83% |
| 7 | DIGITAL RLTY TR INC | 253868103 | 139,012 | $24.2M | 5.57% |
| 8 | UDR INC | UDR | 536,683 | $21.9M | 5.04% |
| 9 | CUBESMART | CUBE | 487,993 | $20.7M | 4.77% |
| 10 | SABRA HEALTH CARE REIT INC | SBRA | 1,060,612 | $19.6M | 4.50% |
| 11 | EQUITY RESIDENTIAL | EQR | 248,831 | $16.8M | 3.86% |
| 12 | SUN CMNTYS INC | 866674104 | 122,920 | $15.5M | 3.57% |
| 13 | HUDSON PAC PPTYS INC | 444097109 | 5,420,597 | $14.9M | 3.41% |
| 14 | TANGER INC | SKT | 472,624 | $14.5M | 3.32% |
| 15 | AMERICOLD REALTY TRUST INC | COLD | 804,314 | $13.4M | 3.08% |
| 16 | HEALTHPEAK PROPERTIES INC | DOC | 731,845 | $12.8M | 2.95% |
| 17 | NETSTREIT CORP | NTST | 664,070 | $11.2M | 2.58% |
| 18 | HOST HOTELS & RESORTS INC | HST | 652,414 | $10.0M | 2.30% |
| 19 | AMERICAN TOWER CORP NEW | 03027X100 | 18,210 | $4.0M | 0.93% |
| 20 | PROLOGIS INC. | PLDGP | 36,233 | $3.8M | 0.88% |
| 21 | REGENCY CTRS CORP | 758849103 | 47,724 | $3.4M | 0.78% |
| 22 | REALTY INCOME CORP | O | 54,605 | $3.1M | 0.72% |
| 23 | VICI PPTYS INC | 925652109 | 94,052 | $3.1M | 0.70% |
| 24 | AGREE RLTY CORP | 008492100 | 36,652 | $2.7M | 0.62% |
| 25 | PUBLIC STORAGE OPER CO | PSA-PS | 7,863 | $2.3M | 0.53% |
| 26 | CROWN CASTLE INC | CCI | 21,755 | $2.2M | 0.51% |
| 27 | SBA COMMUNICATIONS CORP NEW | SBAC | 9,372 | $2.2M | 0.51% |
| 28 | WP CAREY INC | 92936U109 | 33,834 | $2.1M | 0.49% |
| 29 | REXFORD INDL RLTY INC | 76169C100 | 56,118 | $2.0M | 0.46% |
| 30 | HEALTHCARE RLTY TR | 42226K105 | 124,656 | $2.0M | 0.45% |
| 31 | SIMON PPTY GROUP INC NEW | 828806109 | 11,573 | $1.9M | 0.43% |
| 32 | COPT DEFENSE PROPERTIES | CDP | 62,553 | $1.7M | 0.40% |
| 33 | HIGHWOODS PPTYS INC | 431284108 | 54,501 | $1.7M | 0.39% |
| 34 | EXTRA SPACE STORAGE INC | EXR | 10,962 | $1.6M | 0.37% |
| 35 | AVALONBAY CMNTYS INC | AWX | 7,438 | $1.5M | 0.35% |
| 36 | KITE RLTY GROUP TR | 49803T300 | 66,329 | $1.5M | 0.35% |
| 37 | CAMDEN PPTY TR | 133131102 | 12,740 | $1.4M | 0.33% |
| 38 | KINDER MORGAN INC DEL | EP-PC | 46,796 | $1.4M | 0.32% |
| 39 | BRANDYWINE RLTY TR | 105368203 | 254,344 | $1.1M | 0.25% |
| 40 | CONSOLIDATED EDISON INC | ED | 10,120 | $1.0M | 0.23% |
| 41 | EVERSOURCE ENERGY | ES | 14,189 | $902,704 | 0.21% |
| 42 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 12,229 | $888,192 | 0.20% |
| 43 | WILLIAMS COS INC | 969457100 | 13,925 | $874,629 | 0.20% |
| 44 | AMERICAN WTR WKS CO INC NEW | 030420103 | 5,767 | $802,247 | 0.18% |
| 45 | ONEOK INC NEW | OKE | 9,477 | $773,608 | 0.18% |
| 46 | CHENIERE ENERGY INC | LNG | 2,783 | $677,716 | 0.16% |
| 47 | EDISON INTL | 281020107 | 9,174 | $473,378 | 0.11% |
| 48 | SEMPRA | SREA | 5,767 | $436,966 | 0.10% |
| 49 | PIEDMONT REALTY TRUST INC | PDM | 44,207 | $322,269 | 0.07% |
| 50 | EPR PPTYS | 26884U109 | 4,573 | $266,423 | 0.06% |
| 51 | NATIONAL STORAGE AFFILIATES | NSA-PB | 7,799 | $249,490 | 0.06% |