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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
+1.49%
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
$447M
AUM Growth
+$40.6M
Cap. Flow
+$36.2M
Cap. Flow %
8.1%
Top 10 Hldgs %
70.55%
Holding
52
New
1
Increased
41
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
DLR icon
Digital Realty Trust
DLR
+$26.3M
2
COLD icon
Americold
COLD
+$9.03M
3
SUI icon
Sun Communities
SUI
+$4.76M
4
PLD icon
Prologis
PLD
+$4.66M
5
NTST
NETSTREIT Corp
NTST
+$4.6M

Top Sells

Rank Stock Value
1
SBAC icon
SBA Communications
SBAC
+$13.2M
2
REXR icon
Rexford Industrial Realty
REXR
+$12.7M
3
EQIX icon
Equinix
EQIX
+$7.75M
4
FR icon
First Industrial Realty Trust
FR
+$892K
5
PSTL
Postal Realty Trust
PSTL
+$392K

Sector Composition

Rank Sector Weight
1 Real Estate 98.31%
2 Utilities 0.85%
3 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FR icon
51
First Industrial Realty Trust
FR
$9.13B
– –
-17,800
Closed -$892K
PSTL
52
Postal Realty Trust
PSTL
$725M
– –
-30,000
Closed -$392K
1 2
3

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Presima Securities's Q1 2025 Portfolio in Review

As of Q1 2025, Presima Securities held 52 positions worth $447M, up 10% from $406M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Presima Securities deployed $36.2M of net new capital in Q1 2025, opening 1 new position and adding to 41 existing holdings. Its largest new stake was EPR Properties: 4,573 shares worth $241K.

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

On the sell side, the largest reduction was SBA Communications, an estimated $13.2M trimmed.

  • Presima Securities's largest Q1 2025 buy was EPR Properties: 4,573 shares worth $241K.
  • Presima Securities added most to Digital Realty Trust in Q1 2025, an estimated $26.3M increase.
  • Presima Securities's biggest Q1 2025 reduction was SBA Communications, cutting an estimated $13.2M.
  • Presima Securities fully exited First Industrial Realty Trust in Q1 2025, selling an estimated $892K.
  • Presima Securities's ten largest holdings make up 71% of its $447M portfolio in Q1 2025.
  • Presima Securities opened 1 new position and closed 3 in Q1 2025.
  • Presima Securities's portfolio value rose 10% quarter-over-quarter to $447M.

Based on Presima Securities's 13F filing for Q1 2025, filed 16 May 2025.