Presima Securities’s Sempra SRE Stock Holding History

Presima Securities’s Portfolio SRE Stock Details SRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$569K	Hold	5,856	–	–	0.32%	45
2025 Q4	$517K	Buy	5,856 +89	+2%	+$8.1K	0.3%	46
2025 Q3	$519K	Hold	5,767	–	–	0.14%	45
2025 Q2	$437K	Hold	5,767	–	–	0.1%	48
2025 Q1	$412K	Buy	5,767 +117	+2%	+$9.12K	0.09%	45
2024 Q4	$496K	Hold	5,650	–	–	0.12%	46
2024 Q3	$473K	Buy	5,650 +100	+2%	+$8K	0.1%	46
2024 Q2	$422K	Hold	5,550	–	–	0.09%	47
2024 Q1	$399K	Hold	5,550	–	–	0.09%	47
2023 Q4	$415K	Buy	5,550 +150	+3%	+$10.7K	0.09%	50
2023 Q3	$367K	Sell	5,400 -2,600	-33%	-$188K	0.1%	46
2023 Q2	$582K	Hold	8,000	–	–	0.16%	43
2023 Q1	$605K	Hold	8,000	–	–	0.17%	42
2022 Q4	$618K	Buy	8,000 +1,200	+18%	+$92.9K	0.18%	42
2022 Q3	$510K	Sell	6,800 -2,800	-29%	-$227K	0.15%	42
2022 Q2	$721K	Hold	9,600	–	–	0.18%	48
2022 Q1	$807K	Sell	9,600 -10,200	-52%	-$733K	0.16%	47
2021 Q4	$1.31M	Hold	19,800	–	–	0.22%	42
2021 Q3	$1.25M	Buy	19,800 +1,800	+10%	+$119K	0.22%	42
2021 Q2	$1.19M	Buy	18,000 +7,600	+73%	+$520K	0.17%	40
2021 Q1	$689K	Buy	+10,400	New	+$647K	0.09%	44

Other funds holding SRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Presima Securities's SRE Position: Q1 2026 in Review

Presima Securities held its Sempra (SRE) position steady in Q1 2026 at 5,856 shares worth $569K. The position accounts for 0.32% of the portfolio, ranked #45.

Presima Securities first reported a position in SRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.31M in Q4 2021. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

Presima Securities held 5,856 shares of Sempra worth $569K as of Q1 2026.
Presima Securities left its Sempra share count unchanged in Q1 2026.
Sempra made up 0.32% of Presima Securities's portfolio in Q1 2026, its #45 holding.
Presima Securities first reported a position in Sempra in Q1 2021 and has held it in 21 quarters since.
Presima Securities's Sempra position peaked at $1.31M in Q4 2021.
1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Presima Securities's 13F filing for Q1 2026, filed 14 May 2026.