Fund HoldingsPresima Securities ULC

Total Portfolio Value
$447.06M
Total Bought
$83.17M
Total Sold
$41.28M
Net Transaction
+$41.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DIGITAL RLTY TR INC(DLR)8,286169,965+161,6791,46924,3545.45%+22,885
AMERICOLD REALTY TRUST INC(COLD)126,970542,233+415,2632,71711,6362.60%+8,919
VENTAS INC(VTR)439,942487,072+47,13025,90833,4917.49%+7,583
PROLOGIS INC.(PLD)412,660452,943+40,28343,61850,63411.33%+7,016
NETSTREIT CORP(NTST)359,333674,061+314,7285,08510,6842.39%+5,599
GAMING & LEISURE PPTYS INC(GLPI)679,087746,719+67,63232,70538,0088.50%+5,303
SUN CMNTYS INC(SUI)87,862125,094+37,23210,80416,0923.60%+5,288
INVITATION HOMES INC(INVH)717,940793,719+75,77922,95327,6616.19%+4,709
UDR INC(UDR)496,124544,186+48,06221,53724,5815.50%+3,044
CUBESMART(CUBE)444,390500,282+55,89219,04221,3674.78%+2,325
SABRA HEALTH CARE REIT INC(SBRA)872,365993,688+121,32315,10917,3603.88%+2,250
BRIXMOR PPTY GROUP INC(BRX)1,392,2681,519,123+126,85538,76140,3339.02%+1,572
EQUITY RESIDENTIAL(EQR)231,187251,540+20,35316,59018,0054.03%+1,415
HEALTHPEAK PROPERTIES INC(DOC)695,216737,146+41,93014,09214,9053.33%+813
AMERICAN TOWER CORP NEW(AMT)17,86618,210+3443,2773,9620.89%+686
HUDSON PAC PPTYS INC2,504,9832,765,776+260,7937,5908,1591.83%+569
VICI PPTYS INC(VICI)90,42392,057+1,6342,6413,0030.67%+362
WP CAREY INC(WPC)32,30032,902+6021,7602,0760.46%+317
REALTY INCOME CORP(O)52,57853,452+8742,8083,1010.69%+293
AGREE RLTY CORP35,46835,969+5012,4992,7760.62%+278
CROWN CASTLE INC(CCI)21,79521,445-3501,9782,2350.50%+257
EPR PPTYS(EPR)04,573+4,57302410.05%+241
CONSOLIDATED EDISON INC(ED)9,90010,120+2208831,1190.25%+236
AMERICAN WTR WKS CO INC NEW5,6455,767+1227038510.19%+148
WILLIAMS COS INC(WMB)13,80013,925+1257478320.19%+85
EVERSOURCE ENERGY(ES)13,93014,189+2598008810.20%+81
KINDER MORGAN INC DEL(KMI)46,40046,796+3961,2711,3350.30%+64
CHENIERE ENERGY INC(LNG)2,7502,783+335916440.14%+53
REGENCY CTRS CORP(REG)45,88046,612+7323,3923,4380.77%+46
PUBLIC STORAGE OPER CO(PSA)7,5207,671+1512,2522,2960.51%+44
HEALTHCARE RLTY TR(HR)120,098122,203+2,1052,0362,0650.46%+30
NATIONAL STORAGE AFFILIATES7,6007,799+1992883070.07%+19
EXTRA SPACE STORAGE INC(EXR)10,48110,642+1611,5681,5800.35%+12
AVALONBAY CMNTYS INC7,1017,286+1851,5621,5640.35%+2
ONEOK INC NEW(OKE)9,3509,477+1279399400.21%+2
EASTERLY GOVT PPTYS INC(DEA)13,72813,72801561460.03%-10
SIMON PPTY GROUP INC NEW(SPG)11,30211,573+2711,9461,9220.43%-24
HIGHWOODS PPTYS INC(HIW)52,53653,352+8161,6071,5810.35%-25
ALEXANDRIA REAL ESTATE EQ IN11,72511,895+1701,1441,1000.25%-43
PIEDMONT OFFICE REALTY TR IN(PDM)43,34444,207+8633973260.07%-71
SEMPRA(SRE)5,6505,767+1174964120.09%-84
FARMLAND PARTNERS INC10,0000-10,0001180-118
EDISON INTL(EIX)8,9509,174+2247155410.12%-174
COPT DEFENSE PROPERTIES(CDP)60,41061,316+9061,8701,6720.37%-198
CAMDEN PPTY TR(CPT)14,84012,433-2,4071,7221,5210.34%-201
BRANDYWINE RLTY TR245,167249,331+4,1641,3731,1120.25%-261
POSTAL REALTY TRUST INC(PSTL)30,0000-30,0003920-391
KITE RLTY GROUP TR(KRG)82,33066,329-16,0012,0781,4840.33%-594
FIRST INDL RLTY TR INC(FR)17,8000-17,8008920-892
REXFORD INDL RLTY INC(REXR)411,24293,937-317,30515,8993,6780.82%-12,221
SBA COMMUNICATIONS CORP NEW(SBAC)72,3959,372-63,02314,7542,0620.46%-12,692
EQUINIX INC(EQIX)53,97945,360-8,61950,89636,9848.27%-13,912
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