Q1 2026 13F · SEC CIK 1399360

Presima Securities ULC

Broker-dealerFiled 2026-05-14 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $178.3M
Reported positions: 48
Top holdings a year, 3 yrs: +8.2%
Average holding period: 7.5 yrs

Presima Securities ULC is a broker-dealer that reported 48 positions worth $178.3M in its Q1 2026 13F, filed 2026-05-14. Its largest holdings were Equinix Inc (EQIX, 9.1%), Ventas Inc (VTR, 8.1%), Brixmor Ppty Group Inc (BRX, 7.1%). A portfolio copying its top holdings returned 8.2% a year over the last 3 years, against 22.3% for the S&P 500.

Presima Securities ULC holdings all 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Presima Securities ULC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
EQIXEquinix Inc	9.1%	7.3%	16,534	+0.0%	$16.2M
VTRVentas Inc	8.1%	7.9%	176,423	+0.0%	$14.4M
BRXBrixmor Ppty Group Inc	7.1%	6.7%	440,708	+0.0%	$12.7M
FRFirst Industrial Realty Trus Co	5.9%	6.0%	182,016	+0.0%	$10.5M
GLPIGaming & Leisure P	5.4%	5.6%	217,958	+0.0%	$9.7M
DLRDigital Rlty Tr Inc	5.0%	4.4%	49,452	+0.0%	$8.9M
EQRVivmark Residential	4.2%	4.6%	127,817	+0.0%	$7.6M
UDRUdr Inc	3.6%	4.0%	188,943	+0.0%	$6.4M
PEAKHealthpeak Properties Inc	3.4%	3.5%	373,942	+0.0%	$6.1M
CUBECubesmart	3.2%	3.2%	153,539	+0.0%	$5.6M
SKTTanger Factory Outlet Centers,	3.0%	2.7%	157,387	+10.4%	$5.3M
INVHInvitation Homes Inc	2.9%	3.4%	210,816	+0.0%	$5.2M
COLDAmericold Realty Trust Inc	2.8%	3.2%	428,379	+0.0%	$4.9M
SUISun Cmntys Inc	2.6%	2.6%	36,178	+0.0%	$4.6M
NTSTNetstreit Corp	2.3%	2.2%	218,704	+0.0%	$4.1M
REGRegency Ctrs Corp	2.1%	2.0%	50,019	+0.0%	$3.8M
ORealty Income Corp.	2.0%	1.9%	57,161	+0.0%	$3.5M
AMTAmerican Tower Corp	1.8%	1.9%	18,568	+0.0%	$3.2M
PLDPrologis Inc	1.8%	1.8%	23,942	+0.0%	$3.2M
WPCWp Carey Inc	1.6%	1.6%	43,207	+0.0%	$2.9M
ADCAgree Rlty Corp	1.6%	1.6%	38,203	+0.0%	$2.9M
VICIVici Pptys Inc	1.5%	1.6%	98,374	+0.0%	$2.7M
SBRASabra Health Care REIT Inc	1.5%	1.5%	136,324	+0.0%	$2.6M
AVBAvalonBay Communities Inc	1.4%	1.6%	15,341	+0.0%	$2.5M
PSAPublic Storage	1.3%	1.2%	8,298	+0.0%	$2.2M
HRHealthcare Rlty Tr	1.2%	1.3%	129,765	+0.0%	$2.2M
SPGSimon Ppty Group Inc New	1.2%	1.2%	11,492	+0.0%	$2.1M
OFCCopt Defense Properties	1.1%	1.1%	65,602	+0.0%	$2.0M
CCICrown Castle Inc	1.0%	1.2%	22,570	+0.0%	$1.8M
KRGKite Realty Group Trust	0.9%	0.9%	67,855	+0.0%	$1.7M
SBACSba Communications Corp	0.9%	1.1%	9,585	+0.0%	$1.6M
KMIKinder Morgan Inc Del	0.9%	0.7%	47,204	+0.0%	$1.6M
EXRExtra Space Storage Inc	0.9%	0.9%	11,624	+0.0%	$1.5M
CPTCamden Ppty Tr	0.7%	0.9%	13,503	+0.0%	$1.3M
HIWHighwoods Pptys Inc	0.7%	0.8%	57,083	+0.0%	$1.2M
EDConsolidated Edison Inc	0.7%	0.6%	10,326	+0.0%	$1.2M
WMBWilliams Cos	0.6%	0.5%	14,092	+0.0%	$1.0M
AREAlexandria Real Estate Eq in	0.6%	0.6%	22,027	+0.0%	$1.0M
ESEversource Energy	0.6%	0.6%	14,430	+0.0%	$1000K
OKEOneok Inc New	0.5%	0.4%	9,641	+0.0%	$871K
LNGCheniere Energy Inc	0.5%	0.3%	2,825	+0.0%	$802K
AWKAmerican Wtr Wks Co Inc New Com	0.4%	0.4%	5,885	+0.0%	$801K
BDNBrandywine Rlty Tr	0.4%	0.4%	265,994	+0.0%	$721K
EIXEdison Intl	0.4%	0.3%	9,363	+0.0%	$685K
SRESempra	0.3%	0.3%	5,856	+0.0%	$569K
PDMPiedmont Realty Trust Inc	0.2%	0.2%	45,142	+0.0%	$297K
EPREpr Pptys	0.1%	0.1%	4,702	+0.0%	$235K
HPPHudson Pacific Properties in	0.0%	1.1%	10,625	-94.2%	$63K

What Presima Securities ULC bought and sold in Q1 2026, against Q4 2025.

New positions

No new positions among the largest holdings.

Added to

SKT Tanger Factory Outlet Centers,+10.4% shares

Reduced

HPP Hudson Pacific Properties in-94.2% shares

Sold out

Nothing sold out.

Share counts compared with the Q4 2025 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +11.7%
3 years: +8.2% /yr; S&P 500 +22.3%
5 years: -0.7% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$178.3M	48
Q4 2025	$173.3M	48
Q3 2025	$363.9M	48
Q2 2025	$434.9M	51
Q1 2025	$447.1M	49
Q4 2024	$406.4M	51
Q3 2024	$455.4M	52
Q2 2024	$449.6M	52
Q1 2024	$430.2M	52
Q4 2023	$443.8M	54
Q3 2023	$385.5M	47
Q2 2023	$364.6M	47

Questions about Presima Securities ULC's portfolio

What stocks does Presima Securities ULC own?

Presima Securities ULC's latest 13F, for Q1 2026 and filed May 14, 2026, lists 48 positions worth $178.3M. The largest are Equinix Inc (EQIX) at 9.1%, Ventas Inc (VTR) at 8.1%, Brixmor Ppty Group Inc (BRX) at 7.1%, First Industrial Realty Trus Co (FR) at 5.9% and Gaming & Leisure P (GLPI) at 5.4%.

What did Presima Securities ULC buy last quarter?

In Q1 2026, Presima Securities ULC added Tanger Factory Outlet Centers, (SKT) (+10.4% shares), compared with its Q4 2025 filing.

What did Presima Securities ULC sell last quarter?

In Q1 2026, Presima Securities ULC Hudson Pacific Properties in (HPP) (-94.2% shares), compared with its Q4 2025 filing.

How has Presima Securities ULC's portfolio performed?

A portfolio copying Presima Securities ULC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +6.3% against +11.7%. Over 5 years: -0.7% a year against +10.6%.

When is Presima Securities ULC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Presima Securities ULC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.