Filed: 11/7/2025ACC: 0001172661-25-004633
📋 What this filing means
PRESIMA SECURITIES ULC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $363.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$363.92M
Total AUM (reported)
12.88M
Total Shares
Allocation by class
COM$332.35M91.3%
SH BEN INT$21.65M5.9%
CL A COM$2.33M0.6%
COM NEW$2.13M0.6%
SHS BEN INT$1.89M0.5%
CL A$1.81M0.5%
SH BEN INT NEW$1.10M0.3%
Portfolio Concentration
Top 3$88.97M24.4%
4–10$136.47M37.5%
11–25$109.99M30.2%
Rest$28.50M7.8%
Top 3 weight
24.4%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 12.88M
Sole
Full voting authority
9.92M
shares
% of voting shares77.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.96M
shares
% of voting shares23.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 77.0% of voting shares
Institutional Holdings48
Rows:
EQUINIX INC
SOLEShares41.83K
TypeSH
Market value$32.76M
9.00%
Sole
30.94K
Shared
0.00
None
10.89K
BRIXMOR PPTY GROUP INC
SOLEShares1.02M
TypeSH
Market value$28.26M
7.76%
Sole
797.20K
Shared
0.00
None
223.65K
VENTAS INC
SOLEShares399.36K
TypeSH
Market value$27.95M
7.68%
Sole
273.50K
Shared
0.00
None
125.86K
GAMING & LEISURE PPTYS INC
SOLEShares507.53K
TypeSH
Market value$23.66M
6.50%
Sole
390.90K
Shared
0.00
None
116.63K
FIRST INDL RLTY TR INC
SOLEShares444.39K
TypeSH
Market value$22.87M
6.29%
Sole
336.61K
Shared
0.00
None
107.78K
EQUITY RESIDENTIAL
SOLEShares312.31K
TypeSH
Market value$20.22M
5.55%
Sole
241.38K
Shared
0.00
None
70.93K
DIGITAL RLTY TR INC
SOLEShares112.77K
TypeSH
Market value$19.50M
5.36%
Sole
80.92K
Shared
0.00
None
31.85K
INVITATION HOMES INC
SOLEShares613.48K
TypeSH
Market value$17.99M
4.94%
Sole
433.94K
Shared
0.00
None
179.55K
UDR INC
SOLEShares435.40K
TypeSH
Market value$16.22M
4.46%
Sole
325.60K
Shared
0.00
None
109.81K
CUBESMART
SOLEShares393.95K
TypeSH
Market value$16.02M
4.40%
Sole
290.97K
Shared
0.00
None
102.97K
SABRA HEALTH CARE REIT INC
SOLEShares793.50K
TypeSH
Market value$14.79M
4.06%
Sole
793.50K
Shared
0.00
None
0.00
TANGER INC
SOLEShares392.56K
TypeSH
Market value$13.28M
3.65%
Sole
293.23K
Shared
0.00
None
99.33K
HEALTHPEAK PROPERTIES INC
SOLEShares629.43K
TypeSH
Market value$12.05M
3.31%
Sole
405.36K
Shared
0.00
None
224.07K
HUDSON PAC PPTYS INC
SOLEShares4.02M
TypeSH
Market value$11.09M
3.05%
Sole
3.02M
Shared
0.00
None
998.21K
SUN CMNTYS INC
SOLEShares85.81K
TypeSH
Market value$11.07M
3.04%
Sole
53.48K
Shared
0.00
None
32.32K
NETSTREIT CORP
SOLEShares601.21K
TypeSH
Market value$10.86M
2.98%
Sole
417.12K
Shared
0.00
None
184.10K
AMERICOLD REALTY TRUST INC
SOLEShares885.58K
TypeSH
Market value$10.84M
2.98%
Sole
618.71K
Shared
0.00
None
266.86K
PROLOGIS INC.
SOLEShares37.09K
TypeSH
Market value$4.25M
1.17%
Sole
37.09K
Shared
0.00
None
0.00
REGENCY CTRS CORP
SOLEShares49.72K
TypeSH
Market value$3.62M
1.00%
Sole
49.72K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares18.21K
TypeSH
Market value$3.50M
0.96%
Sole
12.72K
Shared
0.00
None
5.49K
REALTY INCOME CORP
SOLEShares56.82K
TypeSH
Market value$3.45M
0.95%
Sole
56.82K
Shared
0.00
None
0.00
VICI PPTYS INC
SOLEShares97.70K
TypeSH
Market value$3.19M
0.88%
Sole
97.70K
Shared
0.00
None
0.00
WP CAREY INC
SOLEShares42.86K
TypeSH
Market value$2.90M
0.80%
Sole
42.86K
Shared
0.00
None
0.00
AGREE RLTY CORP
SOLEShares37.98K
TypeSH
Market value$2.70M
0.74%
Sole
37.98K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares8.27K
TypeSH
Market value$2.39M
0.66%
Sole
8.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINIX INCSOLE | COM | 41.83K | SH | $32.76M 9.00% | 30.94K | 0.00 | 10.89K |
BRIXMOR PPTY GROUP INCSOLE | COM | 1.02M | SH | $28.26M 7.76% | 797.20K | 0.00 | 223.65K |
VENTAS INCSOLE | COM | 399.36K | SH | $27.95M 7.68% | 273.50K | 0.00 | 125.86K |
GAMING & LEISURE PPTYS INCSOLE | COM | 507.53K | SH | $23.66M 6.50% | 390.90K | 0.00 | 116.63K |
FIRST INDL RLTY TR INCSOLE | COM | 444.39K | SH | $22.87M 6.29% | 336.61K | 0.00 | 107.78K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 312.31K | SH | $20.22M 5.55% | 241.38K | 0.00 | 70.93K |
DIGITAL RLTY TR INCSOLE | COM | 112.77K | SH | $19.50M 5.36% | 80.92K | 0.00 | 31.85K |
INVITATION HOMES INCSOLE | COM | 613.48K | SH | $17.99M 4.94% | 433.94K | 0.00 | 179.55K |
UDR INCSOLE | COM | 435.40K | SH | $16.22M 4.46% | 325.60K | 0.00 | 109.81K |
CUBESMARTSOLE | COM | 393.95K | SH | $16.02M 4.40% | 290.97K | 0.00 | 102.97K |
SABRA HEALTH CARE REIT INCSOLE | COM | 793.50K | SH | $14.79M 4.06% | 793.50K | 0.00 | 0.00 |
TANGER INCSOLE | COM | 392.56K | SH | $13.28M 3.65% | 293.23K | 0.00 | 99.33K |
HEALTHPEAK PROPERTIES INCSOLE | COM | 629.43K | SH | $12.05M 3.31% | 405.36K | 0.00 | 224.07K |
HUDSON PAC PPTYS INCSOLE | COM | 4.02M | SH | $11.09M 3.05% | 3.02M | 0.00 | 998.21K |
SUN CMNTYS INCSOLE | COM | 85.81K | SH | $11.07M 3.04% | 53.48K | 0.00 | 32.32K |
NETSTREIT CORPSOLE | COM | 601.21K | SH | $10.86M 2.98% | 417.12K | 0.00 | 184.10K |
AMERICOLD REALTY TRUST INCSOLE | COM | 885.58K | SH | $10.84M 2.98% | 618.71K | 0.00 | 266.86K |
PROLOGIS INC.SOLE | COM | 37.09K | SH | $4.25M 1.17% | 37.09K | 0.00 | 0.00 |
REGENCY CTRS CORPSOLE | COM | 49.72K | SH | $3.62M 1.00% | 49.72K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 18.21K | SH | $3.50M 0.96% | 12.72K | 0.00 | 5.49K |
REALTY INCOME CORPSOLE | COM | 56.82K | SH | $3.45M 0.95% | 56.82K | 0.00 | 0.00 |
VICI PPTYS INCSOLE | COM | 97.70K | SH | $3.19M 0.88% | 97.70K | 0.00 | 0.00 |
WP CAREY INCSOLE | COM | 42.86K | SH | $2.90M 0.80% | 42.86K | 0.00 | 0.00 |
AGREE RLTY CORPSOLE | COM | 37.98K | SH | $2.70M 0.74% | 37.98K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 8.27K | SH | $2.39M 0.66% | 8.27K | 0.00 | 0.00 |
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