PS

Presima Securities Portfolio holdings

AUM $173M
1-Year Est. Return 4.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$23.8M
3 +$16.9M
4
UDR icon
UDR
UDR
+$16.6M
5
SUI icon
Sun Communities
SUI
+$3.96M

Top Sells

1 +$26.1M
2 +$23.1M
3 +$22.8M
4
AVB icon
AvalonBay Communities
AVB
+$11.4M
5
PLD icon
Prologis
PLD
+$6.47M

Sector Composition

1 Real Estate 98.68%
2 Utilities 0.78%
3 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$312K 0.07%
+25,000
52
$303K 0.07%
7,300
-12,800
53
$300K 0.07%
42,144
+2,200
54
$258K 0.06%
+286