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Portfolio (Quarterly) Guide ↗

Presima Securities ULC

· CIK 0001399360
13F Portfolio $178M AUM 48 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 Added 1 Reduced
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADC AGREE RLTY CORP Real Estate 38,203.0 $2.9M 1.61% $75.38 +0.2%
22 VICI VICI PPTYS INC Real Estate 98,374.0 $2.7M 1.51% $27.32 +4.5%
23 SBRA SABRA HEALTH CARE REIT INC Real Estate 136,324.0 $2.6M 1.47% $19.23 +8.2%
24 AVB AVALONBAY CMNTYS INC Real Estate 15,341.0 $2.5M 1.41% $163.35 +13.5%
25 PSA PUBLIC STORAGE OPER CO Real Estate 8,298.0 $2.2M 1.26% $270.88 +12.8%
26 HR HEALTHCARE RLTY TR Real Estate 129,765.0 $2.2M 1.24% $16.99 +20.5%
27 SPG SIMON PPTY GROUP INC NEW Real Estate 11,492.0 $2.1M 1.20% $186.53 +10.7%
28 CDP COPT DEFENSE PROPERTIES Real Estate 65,602.0 $2.0M 1.13% $30.60 +6.1%
29 CCI CROWN CASTLE INC Real Estate 22,570.0 $1.8M 1.03% $81.31 +12.0%
30 KRG KITE REALTY GROUP TRUST Real Estate 67,855.0 $1.7M 0.93% $24.55 +11.5%
31 SBAC SBA COMMUNICATIONS CORP Real Estate 9,585.0 $1.6M 0.93% $172.11 +17.4%
32 KMI KINDER MORGAN INC DEL Energy 47,204.0 $1.6M 0.89% $33.53 -1.1%
33 EXR EXTRA SPACE STORAGE INC Real Estate 11,624.0 $1.5M 0.85% $131.13 +9.7%
34 CPT CAMDEN PPTY TR Real Estate 13,503.0 $1.3M 0.74% $97.66 +10.6%
35 HIW HIGHWOODS PPTYS INC Real Estate 57,083.0 $1.2M 0.69% $21.41 +22.3%
36 ED CONSOLIDATED EDISON INC Utilities 10,326.0 $1.2M 0.66% $113.18 -4.4%
37 WMB WILLIAMS COS INC Energy 14,092.0 $1.0M 0.57% $72.78 +5.8%
38 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 22,027.0 $1.0M 0.57% $46.42 +3.3%
39 ES EVERSOURCE ENERGY Utilities 14,430.0 $1000K 0.56% $69.28 +1.1%
40 OKE ONEOK INC NEW Energy 9,641.0 $871K 0.49% $90.39 +1.1%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 95.2%
Utilities 2.4%
Energy 2.4%