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Presima Securities Portfolio holdings

AUM $178M
1-Year Est. Return 1.26%
This Fund
S&P 500
This Quarter Est. Return
-3.11%
1 Year Est. Return
-1.26%
3 Year Est. Return
+10.32%
5 Year Est. Return
+4.74%
10 Year Est. Return
+17.27%
AUM
$173M
AUM Growth
-$191M
Cap. Flow
-$179M
Cap. Flow %
-103.31%
Top 10 Hldgs %
53.4%
Holding
48
New
–
Increased
30
Reduced
18
Closed
–

Top Buys

Rank Stock Value
1
AVB icon
AvalonBay Communities
AVB
+$1.39M
2
SPG icon
Simon Property Group
SPG
+$654K
3
AMT icon
American Tower
AMT
+$65.1K
4
SBAC icon
SBA Communications
SBAC
+$41.1K
5
KRG icon
Kite Realty
KRG
+$34.6K

Top Sells

Rank Stock Value
1
EQIX icon
Equinix
EQIX
+$19.8M
2
VTR icon
Ventas
VTR
+$16.8M
3
BRX icon
Brixmor Property Group
BRX
+$15.3M
4
FR icon
First Industrial Realty Trust
FR
+$14.6M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$12.8M

Sector Composition

Rank Sector Weight
1 Real Estate 95.82%
2 Utilities 2.22%
3 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSA icon
26
Public Storage
PSA
$55.8B
$2.15M 1.24%
8,298
+30
+0.4% +$8.39K
SPG icon
27
Simon Property Group
SPG
$74.2B
$2.13M 1.23%
11,492
+3,598
+46% +$654K
CCI icon
28
Crown Castle
CCI
$34.6B
$2.01M 1.16%
22,570
+184
+0.8% +$16.9K
HPP
29
Hudson Pacific Properties
HPP
$853M
$1.99M 1.15%
183,581
-390,639
-68% -$5.8M
SBAC icon
30
SBA Communications
SBAC
$19.7B
$1.85M 1.07%
9,585
+213
+2% +$41.1K
CDP icon
31
COPT Defense Properties
CDP
$4.26B
$1.82M 1.05%
65,602
+462
+0.7% +$13.3K
KRG icon
32
Kite Realty
KRG
$6.01B
$1.63M 0.94%
67,855
+1,526
+2% +$34.6K
EXR icon
33
Extra Space Storage
EXR
$31.3B
$1.51M 0.87%
11,624
+23
+0.2% +$3.14K
CPT icon
34
Camden Property Trust
CPT
$11.2B
$1.49M 0.86%
13,503
+65
+0.5% +$6.76K
HIW icon
35
Highwoods Properties
HIW
$3.67B
$1.47M 0.85%
57,083
+395
+0.7% +$11.1K
KMI icon
36
Kinder Morgan
KMI
$71.9B
$1.3M 0.75%
47,204
+408
+0.9% +$11K
ARE icon
37
Alexandria Real Estate Equities
ARE
$8.75B
$1.08M 0.62%
22,027
+295
+1% +$17.4K
ED icon
38
Consolidated Edison
ED
$41.4B
$1.03M 0.59%
10,326
+206
+2% +$20.4K
ES icon
39
Eversource Energy
ES
$28.1B
$972K 0.56%
14,430
+241
+2% +$16.9K
WMB icon
40
Williams Companies
WMB
$89.7B
$847K 0.49%
14,092
+167
+1% +$10.1K
BDN
41
Brandywine Realty Trust
BDN
$545M
$777K 0.45%
265,994
+1,849
+0.7% +$6.29K
AWK icon
42
American Water Works
AWK
$26.4B
$768K 0.44%
5,885
+118
+2% +$15.8K
OKE icon
43
Oneok
OKE
$58.9B
$709K 0.41%
9,641
+164
+2% +$11.6K
EIX icon
44
Edison International
EIX
$29.9B
$562K 0.32%
9,363
+189
+2% +$10.8K
LNG icon
45
Cheniere Energy
LNG
$55B
$549K 0.32%
2,825
+42
+2% +$8.82K
SRE icon
46
Sempra
SRE
$60.3B
$517K 0.3%
5,856
+89
+2% +$8.1K
PDM
47
Piedmont Realty Trust
PDM
$1.23B
$376K 0.22%
45,142
+935
+2% +$7.81K
EPR icon
48
EPR Properties
EPR
$4.76B
$235K 0.14%
4,702
+129
+3% +$6.72K
1
2

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Presima Securities's Q4 2025 Portfolio in Review

As of Q4 2025, Presima Securities held 48 positions worth $173M, down 52% from $364M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Presima Securities withdrew a net $179M in Q4 2025, reducing 18 holdings. Its largest reduction was Equinix, cutting an estimated $19.8M.

By sector, the portfolio is most concentrated in Real Estate at 96% of assets, down from 98% a quarter earlier, followed by Utilities and Energy.

Against the trend, Presima Securities added an estimated $1.39M to AvalonBay Communities.

  • Presima Securities added most to AvalonBay Communities in Q4 2025, an estimated $1.39M increase.
  • Presima Securities's biggest Q4 2025 reduction was Equinix, cutting an estimated $19.8M.
  • Presima Securities's ten largest holdings make up 53% of its $173M portfolio in Q4 2025.
  • Presima Securities opened 0 new positions and closed 0 in Q4 2025.
  • Presima Securities's portfolio value fell 52% quarter-over-quarter to $173M.

Based on Presima Securities's 13F filing for Q4 2025, filed 10 Feb 2026.