Filed: 5/14/2026ACC: 0001172661-26-001978
๐ What this filing means
PRESIMA SECURITIES ULC filed this quarterly 13FโHR report disclosing 48 equity positions with a total reported market value of $178.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$178.27M
Total AUM (reported)
4.33M
Total Shares
Allocation by class
COM$159.81M89.6%
SH BEN INT$8.88M5.0%
COM NEW$2.47M1.4%
CL A COM$2.20M1.2%
SHS BEN INT$2.01M1.1%
CL A$1.65M0.9%
SH BEN INT NEW$720.8K0.4%
Portfolio Concentration
Top 3$43.33M24.3%
4โ10$54.83M30.8%
11โ25$53.70M30.1%
Rest$26.41M14.8%
Top 3 weight
24.3%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 4.33M
Sole
Full voting authority
2.35M
shares
% of voting shares54.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.97M
shares
% of voting shares45.6%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole ยท 54.4% of voting shares
Institutional Holdings48
Rows:
EQUINIX INC
SOLEShares16.53K
TypeSH
Market value$16.21M
9.09%
Sole
5.64K
Shared
0.00
None
10.89K
VENTAS INC
SOLEShares176.42K
TypeSH
Market value$14.43M
8.09%
Sole
50.56K
Shared
0.00
None
125.86K
BRIXMOR PPTY GROUP INC
SOLEShares440.71K
TypeSH
Market value$12.69M
7.12%
Sole
217.06K
Shared
0.00
None
223.65K
FIRST INDL RLTY TR INC
SOLEShares182.02K
TypeSH
Market value$10.53M
5.91%
Sole
74.24K
Shared
0.00
None
107.78K
GAMING & LEISURE P
SOLEShares217.96K
TypeSH
Market value$9.67M
5.42%
Sole
101.33K
Shared
0.00
None
116.63K
DIGITAL RLTY TR INC
SOLEShares49.45K
TypeSH
Market value$8.91M
5.00%
Sole
17.60K
Shared
0.00
None
31.85K
EQUITY RESIDENTIAL
SOLEShares127.82K
TypeSH
Market value$7.56M
4.24%
Sole
56.88K
Shared
0.00
None
70.93K
UDR INC
SOLEShares188.94K
TypeSH
Market value$6.38M
3.58%
Sole
79.14K
Shared
0.00
None
109.81K
HEALTHPEAK PROPERTIES INC
SOLEShares373.94K
TypeSH
Market value$6.14M
3.45%
Sole
149.88K
Shared
0.00
None
224.07K
CUBESMART
SOLEShares153.54K
TypeSH
Market value$5.63M
3.16%
Sole
50.57K
Shared
0.00
None
102.97K
TANGER INC
SOLEShares157.39K
TypeSH
Market value$5.35M
3.00%
Sole
45.63K
Shared
0.00
None
111.76K
INVITATION HOMES INC
SOLEShares210.82K
TypeSH
Market value$5.24M
2.94%
Sole
31.27K
Shared
0.00
None
179.55K
AMERICOLD REALTY TRUST INC
SOLEShares428.38K
TypeSH
Market value$4.91M
2.75%
Sole
161.52K
Shared
0.00
None
266.86K
SUN CMNTYS INC
SOLEShares36.18K
TypeSH
Market value$4.56M
2.56%
Sole
3.85K
Shared
0.00
None
32.32K
NETSTREIT CORP
SOLEShares218.70K
TypeSH
Market value$4.12M
2.31%
Sole
34.61K
Shared
0.00
None
184.10K
REGENCY CTRS CORP
SOLEShares50.02K
TypeSH
Market value$3.78M
2.12%
Sole
50.02K
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares57.16K
TypeSH
Market value$3.50M
1.96%
Sole
57.16K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares18.57K
TypeSH
Market value$3.20M
1.80%
Sole
13.08K
Shared
0.00
None
5.49K
PROLOGIS INC.
SOLEShares23.94K
TypeSH
Market value$3.16M
1.78%
Sole
23.94K
Shared
0.00
None
0.00
WP CAREY INC
SOLEShares43.21K
TypeSH
Market value$2.94M
1.65%
Sole
43.21K
Shared
0.00
None
0.00
AGREE RLTY CORP
SOLEShares38.20K
TypeSH
Market value$2.88M
1.62%
Sole
38.20K
Shared
0.00
None
0.00
VICI PPTYS INC
SOLEShares98.37K
TypeSH
Market value$2.69M
1.51%
Sole
98.37K
Shared
0.00
None
0.00
SABRA HEALTH CARE REIT INC
SOLEShares136.32K
TypeSH
Market value$2.62M
1.47%
Sole
136.32K
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares15.34K
TypeSH
Market value$2.51M
1.41%
Sole
15.34K
Shared
0.00
None
0.00
PUBLIC STORAGE OPER CO
SOLEShares8.30K
TypeSH
Market value$2.25M
1.26%
Sole
8.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINIX INCSOLE | COM | 16.53K | SH | $16.21M 9.09% | 5.64K | 0.00 | 10.89K |
VENTAS INCSOLE | COM | 176.42K | SH | $14.43M 8.09% | 50.56K | 0.00 | 125.86K |
BRIXMOR PPTY GROUP INCSOLE | COM | 440.71K | SH | $12.69M 7.12% | 217.06K | 0.00 | 223.65K |
FIRST INDL RLTY TR INCSOLE | COM | 182.02K | SH | $10.53M 5.91% | 74.24K | 0.00 | 107.78K |
GAMING & LEISURE PSOLE | COM | 217.96K | SH | $9.67M 5.42% | 101.33K | 0.00 | 116.63K |
DIGITAL RLTY TR INCSOLE | COM | 49.45K | SH | $8.91M 5.00% | 17.60K | 0.00 | 31.85K |
EQUITY RESIDENTIALSOLE | SH BEN INT | 127.82K | SH | $7.56M 4.24% | 56.88K | 0.00 | 70.93K |
UDR INCSOLE | COM | 188.94K | SH | $6.38M 3.58% | 79.14K | 0.00 | 109.81K |
HEALTHPEAK PROPERTIES INCSOLE | COM | 373.94K | SH | $6.14M 3.45% | 149.88K | 0.00 | 224.07K |
CUBESMARTSOLE | COM | 153.54K | SH | $5.63M 3.16% | 50.57K | 0.00 | 102.97K |
TANGER INCSOLE | COM | 157.39K | SH | $5.35M 3.00% | 45.63K | 0.00 | 111.76K |
INVITATION HOMES INCSOLE | COM | 210.82K | SH | $5.24M 2.94% | 31.27K | 0.00 | 179.55K |
AMERICOLD REALTY TRUST INCSOLE | COM | 428.38K | SH | $4.91M 2.75% | 161.52K | 0.00 | 266.86K |
SUN CMNTYS INCSOLE | COM | 36.18K | SH | $4.56M 2.56% | 3.85K | 0.00 | 32.32K |
NETSTREIT CORPSOLE | COM | 218.70K | SH | $4.12M 2.31% | 34.61K | 0.00 | 184.10K |
REGENCY CTRS CORPSOLE | COM | 50.02K | SH | $3.78M 2.12% | 50.02K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 57.16K | SH | $3.50M 1.96% | 57.16K | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 18.57K | SH | $3.20M 1.80% | 13.08K | 0.00 | 5.49K |
PROLOGIS INC.SOLE | COM | 23.94K | SH | $3.16M 1.78% | 23.94K | 0.00 | 0.00 |
WP CAREY INCSOLE | COM | 43.21K | SH | $2.94M 1.65% | 43.21K | 0.00 | 0.00 |
AGREE RLTY CORPSOLE | COM | 38.20K | SH | $2.88M 1.62% | 38.20K | 0.00 | 0.00 |
VICI PPTYS INCSOLE | COM | 98.37K | SH | $2.69M 1.51% | 98.37K | 0.00 | 0.00 |
SABRA HEALTH CARE REIT INCSOLE | COM | 136.32K | SH | $2.62M 1.47% | 136.32K | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 15.34K | SH | $2.51M 1.41% | 15.34K | 0.00 | 0.00 |
PUBLIC STORAGE OPER COSOLE | COM | 8.30K | SH | $2.25M 1.26% | 8.30K | 0.00 | 0.00 |
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