Filed: 8/4/2025ACC: 0001172661-25-002870
📋 What this filing means
PRESIMA SECURITIES ULC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $434.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$434.94M
Total AUM (reported)
16.28M
Total Shares
Allocation by class
COM$406.70M93.5%
SH BEN INT$18.23M4.2%
CL A$2.20M0.5%
COM NEW$2.18M0.5%
CL A COM$1.98M0.5%
SHS BEN INT$1.73M0.4%
SH BEN INT NEW$1.09M0.3%
Portfolio Concentration
Top 3$104.84M24.1%
4–10$166.56M38.3%
11–25$131.53M30.2%
Rest$32.02M7.4%
Top 3 weight
24.1%
Top 10 weight
62.4%
Voting Authority Distribution
Total shares with voting rights: 16.28M
Sole
Full voting authority
13.26M
shares
% of voting shares81.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.02M
shares
% of voting shares18.5%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 81.5% of voting shares
Institutional Holdings51
Rows:
EQUINIX INC
SOLEShares52.11K
TypeSH
Market value$41.45M
9.53%
Sole
41.22K
Shared
0.00
None
10.89K
BRIXMOR PPTY GROUP INC
SOLEShares1.26M
TypeSH
Market value$32.68M
7.51%
Sole
1.03M
Shared
0.00
None
223.65K
VENTAS INC
SOLEShares486.15K
TypeSH
Market value$30.70M
7.06%
Sole
363.78K
Shared
0.00
None
122.37K
GAMING & LEISURE PPTYS INC
SOLEShares625.27K
TypeSH
Market value$29.19M
6.71%
Sole
508.63K
Shared
0.00
None
116.63K
INVITATION HOMES INC
SOLEShares779.77K
TypeSH
Market value$25.58M
5.88%
Sole
600.23K
Shared
0.00
None
179.55K
FIRST INDL RLTY TR INC
SOLEShares526.69K
TypeSH
Market value$25.35M
5.83%
Sole
418.91K
Shared
0.00
None
107.78K
DIGITAL RLTY TR INC
SOLEShares139.01K
TypeSH
Market value$24.23M
5.57%
Sole
107.16K
Shared
0.00
None
31.85K
UDR INC
SOLEShares536.68K
TypeSH
Market value$21.91M
5.04%
Sole
426.88K
Shared
0.00
None
109.81K
CUBESMART
SOLEShares487.99K
TypeSH
Market value$20.74M
4.77%
Sole
385.02K
Shared
0.00
None
102.97K
SABRA HEALTH CARE REIT INC
SOLEShares1.06M
TypeSH
Market value$19.56M
4.50%
Sole
1.06M
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares248.83K
TypeSH
Market value$16.79M
3.86%
Sole
195.30K
Shared
0.00
None
53.53K
SUN CMNTYS INC
SOLEShares122.92K
TypeSH
Market value$15.55M
3.57%
Sole
90.60K
Shared
0.00
None
32.32K
HUDSON PAC PPTYS INC
SOLEShares5.42M
TypeSH
Market value$14.85M
3.41%
Sole
4.42M
Shared
0.00
None
998.21K
TANGER INC
SOLEShares472.62K
TypeSH
Market value$14.45M
3.32%
Sole
373.30K
Shared
0.00
None
99.33K
AMERICOLD REALTY TRUST INC
SOLEShares804.31K
TypeSH
Market value$13.38M
3.08%
Sole
580.38K
Shared
0.00
None
223.93K
HEALTHPEAK PROPERTIES INC
SOLEShares731.85K
TypeSH
Market value$12.81M
2.95%
Sole
507.78K
Shared
0.00
None
224.07K
NETSTREIT CORP
SOLEShares664.07K
TypeSH
Market value$11.24M
2.58%
Sole
500.41K
Shared
0.00
None
163.66K
HOST HOTELS & RESORTS INC
SOLEShares652.41K
TypeSH
Market value$10.02M
2.30%
Sole
508.63K
Shared
0.00
None
143.78K
AMERICAN TOWER CORP NEW
SOLEShares18.21K
TypeSH
Market value$4.02M
0.93%
Sole
12.72K
Shared
0.00
None
5.49K
PROLOGIS INC.
SOLEShares36.23K
TypeSH
Market value$3.81M
0.88%
Sole
36.23K
Shared
0.00
None
0.00
REGENCY CTRS CORP
SOLEShares47.72K
TypeSH
Market value$3.40M
0.78%
Sole
47.72K
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares54.60K
TypeSH
Market value$3.15M
0.72%
Sole
54.60K
Shared
0.00
None
0.00
VICI PPTYS INC
SOLEShares94.05K
TypeSH
Market value$3.07M
0.70%
Sole
94.05K
Shared
0.00
None
0.00
AGREE RLTY CORP
SOLEShares36.65K
TypeSH
Market value$2.68M
0.62%
Sole
36.65K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares7.86K
TypeSH
Market value$2.31M
0.53%
Sole
7.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINIX INCSOLE | COM | 52.11K | SH | $41.45M 9.53% | 41.22K | 0.00 | 10.89K |
BRIXMOR PPTY GROUP INCSOLE | COM | 1.26M | SH | $32.68M 7.51% | 1.03M | 0.00 | 223.65K |
VENTAS INCSOLE | COM | 486.15K | SH | $30.70M 7.06% | 363.78K | 0.00 | 122.37K |
GAMING & LEISURE PPTYS INCSOLE | COM | 625.27K | SH | $29.19M 6.71% | 508.63K | 0.00 | 116.63K |
INVITATION HOMES INCSOLE | COM | 779.77K | SH | $25.58M 5.88% | 600.23K | 0.00 | 179.55K |
FIRST INDL RLTY TR INCSOLE | COM | 526.69K | SH | $25.35M 5.83% | 418.91K | 0.00 | 107.78K |
DIGITAL RLTY TR INCSOLE | COM | 139.01K | SH | $24.23M 5.57% | 107.16K | 0.00 | 31.85K |
UDR INCSOLE | COM | 536.68K | SH | $21.91M 5.04% | 426.88K | 0.00 | 109.81K |
CUBESMARTSOLE | COM | 487.99K | SH | $20.74M 4.77% | 385.02K | 0.00 | 102.97K |
SABRA HEALTH CARE REIT INCSOLE | COM | 1.06M | SH | $19.56M 4.50% | 1.06M | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 248.83K | SH | $16.79M 3.86% | 195.30K | 0.00 | 53.53K |
SUN CMNTYS INCSOLE | COM | 122.92K | SH | $15.55M 3.57% | 90.60K | 0.00 | 32.32K |
HUDSON PAC PPTYS INCSOLE | COM | 5.42M | SH | $14.85M 3.41% | 4.42M | 0.00 | 998.21K |
TANGER INCSOLE | COM | 472.62K | SH | $14.45M 3.32% | 373.30K | 0.00 | 99.33K |
AMERICOLD REALTY TRUST INCSOLE | COM | 804.31K | SH | $13.38M 3.08% | 580.38K | 0.00 | 223.93K |
HEALTHPEAK PROPERTIES INCSOLE | COM | 731.85K | SH | $12.81M 2.95% | 507.78K | 0.00 | 224.07K |
NETSTREIT CORPSOLE | COM | 664.07K | SH | $11.24M 2.58% | 500.41K | 0.00 | 163.66K |
HOST HOTELS & RESORTS INCSOLE | COM | 652.41K | SH | $10.02M 2.30% | 508.63K | 0.00 | 143.78K |
AMERICAN TOWER CORP NEWSOLE | COM | 18.21K | SH | $4.02M 0.93% | 12.72K | 0.00 | 5.49K |
PROLOGIS INC.SOLE | COM | 36.23K | SH | $3.81M 0.88% | 36.23K | 0.00 | 0.00 |
REGENCY CTRS CORPSOLE | COM | 47.72K | SH | $3.40M 0.78% | 47.72K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 54.60K | SH | $3.15M 0.72% | 54.60K | 0.00 | 0.00 |
VICI PPTYS INCSOLE | COM | 94.05K | SH | $3.07M 0.70% | 94.05K | 0.00 | 0.00 |
AGREE RLTY CORPSOLE | COM | 36.65K | SH | $2.68M 0.62% | 36.65K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 7.86K | SH | $2.31M 0.53% | 7.86K | 0.00 | 0.00 |
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