PS

Presima Securities Portfolio holdings

AUM $435M
1-Year Est. Return 3.98%
This Quarter Est. Return
1 Year Est. Return
+3.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$12.5M
3 +$3.06M
4
REG icon
Regency Centers
REG
+$1.8M
5
SPG icon
Simon Property Group
SPG
+$1.2M

Top Sells

1 +$24M
2 +$19.4M
3 +$18.7M
4
PLD icon
Prologis
PLD
+$16.1M
5
INVH icon
Invitation Homes
INVH
+$15.4M

Sector Composition

1 Real Estate 97.53%
2 Energy 0.92%
3 Utilities 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$753K 0.13%
25,300
-2,100
52
$541K 0.1%
9,750
+900
53
-51,200
54
-59,986