Fund HoldingsPresima Securities ULC

Total Portfolio Value
$385.48M
Total Bought
$139.77M
Total Sold
$120.24M
Net Transaction
+$19.53M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EQUINIX INC(EQIX)047,350+47,350034,3888.92%+34,388
EXTRA SPACE STORAGE INC(EXR)10,150218,542+208,3921,51126,5706.89%+25,060
REALTY INCOME CORP(O)39,600538,448+498,8482,36826,8906.98%+24,522
BRIXMOR PPTY GROUP INC(BRX)858,3001,567,572+709,27218,88332,5748.45%+13,692
SBA COMMUNICATIONS CORP NEW(SBAC)5,79074,615+68,8251,34214,9363.87%+13,594
HUDSON PAC PPTYS INC1,686,4001,926,796+240,3967,11712,8133.32%+5,697
REXFORD INDL RLTY INC(REXR)230,600359,400+128,80012,04217,7364.60%+5,694
WELLTOWER INC(WELL)263,743326,767+63,02421,33426,7696.94%+5,435
PROLOGIS INC.(PLD)385,080447,680+62,60047,22250,23413.03%+3,012
AVALONBAY CMNTYS INC152,360179,491+27,13128,83730,8268.00%+1,989
SUN CMNTYS INC(SUI)135,100163,500+28,40017,62519,3495.02%+1,723
SABRA HEALTH CARE REIT INC(SBRA)1,195,0001,110,100-84,90014,06515,4754.01%+1,410
PARAMOUNT GROUP INC1,184,3401,410,740+226,4005,2476,5181.69%+1,271
COPT DEFENSE PROPERTIES(CDP)053,100+53,10001,2650.33%+1,265
CAMDEN PPTY TR(CPT)225,040267,415+42,37524,50025,2926.56%+792
HEALTHPEAK PROPERTIES INC(DOC)25,30069,200+43,9005091,2710.33%+762
HEALTHCARE RLTY TR(HR)64,20086,500+22,3001,2111,3210.34%+110
ONEOK INC NEW(OKE)8,8508,950+1005465680.15%+21
EVERSOURCE ENERGY(ES)10,83013,530+2,7007687870.20%+19
CONSOLIDATED EDISON INC(ED)9,4009,500+1008508130.21%-37
EDISON INTL(EIX)8,3508,450+1005805350.14%-45
AMERICAN WTR WKS CO INC NEW5,2705,370+1007526650.17%-87
VENTAS INC(VTR)30,80032,300+1,5001,4561,3610.35%-95
PIEDMONT OFFICE REALTY TR IN(PDM)51,40039,944-11,4563742240.06%-149
WILLIAMS COS INC(WMB)18,50013,400-5,1006044510.12%-152
APARTMENT INCOME REIT CORP20,55719,057-1,5007425850.15%-157
CHENIERE ENERGY INC(LNG)4,0002,650-1,3506094400.11%-170
BRANDYWINE RLTY TR254,400217,468-36,9321,1839870.26%-196
SEMPRA(SRE)4,0005,400+1,4005823670.10%-215
ALEXANDRIA REAL ESTATE EQ IN6,1004,700-1,4006924700.12%-222
KINDER MORGAN INC DEL(KMI)56,40044,900-11,5009717440.19%-227
CROWN CASTLE INC(CCI)23,05025,925+2,8752,6262,3860.62%-240
KITE RLTY GROUP TR(KRG)54,87345,280-9,5931,2269700.25%-256
CUBESMART(CUBE)34,00032,900-1,1001,5181,2540.33%-264
NATIONAL STORAGE AFFILIATES26,80020,100-6,7009336380.17%-295
HIGHWOODS PPTYS INC(HIW)55,10046,692-8,4081,3179620.25%-355
GAMING & LEISURE PPTYS INC(GLPI)56,31849,710-6,6082,7292,2700.59%-459
REGENCY CTRS CORP(REG)47,45040,650-6,8002,9312,4160.63%-515
EASTERLY GOVT PPTYS INC(DEA)117,44096,228-21,2121,7031,1000.29%-603
EQUITY RESIDENTIAL(EQR)43,27535,675-7,6002,8552,1020.55%-753
AGREE RLTY CORP41,70031,898-9,8022,7271,7630.46%-964
WP CAREY INC(WPC)41,85034,316-7,5342,8271,8560.48%-972
CORPORATE OFFICE PPTYS TR(CDP)62,8000-62,8001,4920-1,491
MEDICAL PPTYS TRUST INC(MPT)957,850772,300-185,5508,8704,2091.09%-4,661
AMERICAN TOWER CORP NEW(AMT)77,51020,010-57,50015,0323,2910.85%-11,742
VICI PPTYS INC(VICI)595,25066,002-529,24818,7091,9210.50%-16,788
SIMON PPTY GROUP INC NEW(SPG)200,71525,547-175,16823,1792,7600.72%-20,419
LIFE STORAGE INC192,5250-192,52525,5980-25,598
DIGITAL RLTY TR INC(DLR)296,65019,461-277,18933,7802,3550.61%-31,424
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