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
$450M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$19.5M
3 +$15.9M
4
PLD icon
Prologis
PLD
+$10.2M
5
EQIX icon
Equinix
EQIX
+$8.15M

Top Sells

1 +$22.1M
2 +$20.9M
3 +$12.4M
4
SUI icon
Sun Communities
SUI
+$4.61M
5
WELL icon
Welltower
WELL
+$4.41M

Sector Composition

1 Real Estate 98.63%
2 Utilities 0.76%
3 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$148K 0.03%
224
-41
52
$115K 0.03%
10,000
-15,000