Filed: 2/10/2026ACC: 0001172661-26-000556
๐ What this filing means
PRESIMA SECURITIES ULC filed this quarterly 13FโHR report disclosing 48 equity positions with a total reported market value of $173.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$173.31M
Total AUM (reported)
4.48M
Total Shares
Allocation by class
COM$154.32M89.0%
SH BEN INT$9.54M5.5%
CL A COM$2.20M1.3%
COM NEW$2.18M1.3%
CL A$1.85M1.1%
SHS BEN INT$1.82M1.1%
SH BEN INT NEW$776.7K0.4%
Portfolio Concentration
Top 3$37.87M21.9%
4โ10$54.67M31.5%
11โ25$52.99M30.6%
Rest$27.77M16.0%
Top 3 weight
21.9%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Sole
Full voting authority
2.38M
shares
% of voting shares53.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.10M
shares
% of voting shares46.9%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole ยท 53.1% of voting shares
Institutional Holdings48
Rows:
VENTAS INC
SOLEShares176.42K
TypeSH
Market value$13.65M
7.88%
Sole
50.56K
Shared
0.00
None
125.86K
EQUINIX INC
SOLEShares16.53K
TypeSH
Market value$12.67M
7.31%
Sole
5.64K
Shared
0.00
None
10.89K
BRIXMOR PPTY GROUP INC
SOLEShares440.71K
TypeSH
Market value$11.56M
6.67%
Sole
217.06K
Shared
0.00
None
223.65K
FIRST INDL RLTY TR INC
SOLEShares182.02K
TypeSH
Market value$10.42M
6.01%
Sole
74.24K
Shared
0.00
None
107.78K
GAMING & LEISURE PPTYS INC
SOLEShares217.96K
TypeSH
Market value$9.74M
5.62%
Sole
101.33K
Shared
0.00
None
116.63K
EQUITY RESIDENTIAL
SOLEShares127.82K
TypeSH
Market value$8.06M
4.65%
Sole
56.88K
Shared
0.00
None
70.93K
DIGITAL RLTY TR INC
SOLEShares49.45K
TypeSH
Market value$7.65M
4.41%
Sole
17.60K
Shared
0.00
None
31.85K
UDR INC
SOLEShares188.94K
TypeSH
Market value$6.93M
4.00%
Sole
79.14K
Shared
0.00
None
109.81K
HEALTHPEAK PROPERTIES INC
SOLEShares373.94K
TypeSH
Market value$6.01M
3.47%
Sole
149.88K
Shared
0.00
None
224.07K
INVITATION HOMES INC
SOLEShares210.82K
TypeSH
Market value$5.86M
3.38%
Sole
31.27K
Shared
0.00
None
179.55K
CUBESMART
SOLEShares153.54K
TypeSH
Market value$5.54M
3.19%
Sole
50.57K
Shared
0.00
None
102.97K
AMERICOLD REALTY TRUST INC
SOLEShares428.38K
TypeSH
Market value$5.51M
3.18%
Sole
161.52K
Shared
0.00
None
266.86K
TANGER INC
SOLEShares142.54K
TypeSH
Market value$4.76M
2.74%
Sole
43.22K
Shared
0.00
None
99.33K
SUN CMNTYS INC
SOLEShares36.18K
TypeSH
Market value$4.48M
2.59%
Sole
3.85K
Shared
0.00
None
32.32K
NETSTREIT CORP
SOLEShares218.70K
TypeSH
Market value$3.86M
2.23%
Sole
34.61K
Shared
0.00
None
184.10K
REGENCY CTRS CORP
SOLEShares50.02K
TypeSH
Market value$3.45M
1.99%
Sole
50.02K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares18.57K
TypeSH
Market value$3.26M
1.88%
Sole
13.08K
Shared
0.00
None
5.49K
REALTY INCOME CORP
SOLEShares57.16K
TypeSH
Market value$3.22M
1.86%
Sole
57.16K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares23.94K
TypeSH
Market value$3.06M
1.76%
Sole
23.94K
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares15.34K
TypeSH
Market value$2.78M
1.60%
Sole
15.34K
Shared
0.00
None
0.00
WP CAREY INC
SOLEShares43.21K
TypeSH
Market value$2.78M
1.60%
Sole
43.21K
Shared
0.00
None
0.00
VICI PPTYS INC
SOLEShares98.37K
TypeSH
Market value$2.77M
1.60%
Sole
98.37K
Shared
0.00
None
0.00
AGREE RLTY CORP
SOLEShares38.20K
TypeSH
Market value$2.75M
1.59%
Sole
38.20K
Shared
0.00
None
0.00
SABRA HEALTH CARE REIT INC
SOLEShares136.32K
TypeSH
Market value$2.58M
1.49%
Sole
136.32K
Shared
0.00
None
0.00
HEALTHCARE RLTY TR
SOLEShares129.76K
TypeSH
Market value$2.20M
1.27%
Sole
129.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VENTAS INCSOLE | COM | 176.42K | SH | $13.65M 7.88% | 50.56K | 0.00 | 125.86K |
EQUINIX INCSOLE | COM | 16.53K | SH | $12.67M 7.31% | 5.64K | 0.00 | 10.89K |
BRIXMOR PPTY GROUP INCSOLE | COM | 440.71K | SH | $11.56M 6.67% | 217.06K | 0.00 | 223.65K |
FIRST INDL RLTY TR INCSOLE | COM | 182.02K | SH | $10.42M 6.01% | 74.24K | 0.00 | 107.78K |
GAMING & LEISURE PPTYS INCSOLE | COM | 217.96K | SH | $9.74M 5.62% | 101.33K | 0.00 | 116.63K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 127.82K | SH | $8.06M 4.65% | 56.88K | 0.00 | 70.93K |
DIGITAL RLTY TR INCSOLE | COM | 49.45K | SH | $7.65M 4.41% | 17.60K | 0.00 | 31.85K |
UDR INCSOLE | COM | 188.94K | SH | $6.93M 4.00% | 79.14K | 0.00 | 109.81K |
HEALTHPEAK PROPERTIES INCSOLE | COM | 373.94K | SH | $6.01M 3.47% | 149.88K | 0.00 | 224.07K |
INVITATION HOMES INCSOLE | COM | 210.82K | SH | $5.86M 3.38% | 31.27K | 0.00 | 179.55K |
CUBESMARTSOLE | COM | 153.54K | SH | $5.54M 3.19% | 50.57K | 0.00 | 102.97K |
AMERICOLD REALTY TRUST INCSOLE | COM | 428.38K | SH | $5.51M 3.18% | 161.52K | 0.00 | 266.86K |
TANGER INCSOLE | COM | 142.54K | SH | $4.76M 2.74% | 43.22K | 0.00 | 99.33K |
SUN CMNTYS INCSOLE | COM | 36.18K | SH | $4.48M 2.59% | 3.85K | 0.00 | 32.32K |
NETSTREIT CORPSOLE | COM | 218.70K | SH | $3.86M 2.23% | 34.61K | 0.00 | 184.10K |
REGENCY CTRS CORPSOLE | COM | 50.02K | SH | $3.45M 1.99% | 50.02K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 18.57K | SH | $3.26M 1.88% | 13.08K | 0.00 | 5.49K |
REALTY INCOME CORPSOLE | COM | 57.16K | SH | $3.22M 1.86% | 57.16K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 23.94K | SH | $3.06M 1.76% | 23.94K | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 15.34K | SH | $2.78M 1.60% | 15.34K | 0.00 | 0.00 |
WP CAREY INCSOLE | COM | 43.21K | SH | $2.78M 1.60% | 43.21K | 0.00 | 0.00 |
VICI PPTYS INCSOLE | COM | 98.37K | SH | $2.77M 1.60% | 98.37K | 0.00 | 0.00 |
AGREE RLTY CORPSOLE | COM | 38.20K | SH | $2.75M 1.59% | 38.20K | 0.00 | 0.00 |
SABRA HEALTH CARE REIT INCSOLE | COM | 136.32K | SH | $2.58M 1.49% | 136.32K | 0.00 | 0.00 |
HEALTHCARE RLTY TRSOLE | CL A COM | 129.76K | SH | $2.20M 1.27% | 129.76K | 0.00 | 0.00 |
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