Fund HoldingsPresima Securities ULC

Total Portfolio Value
$455.42M
Total Bought
$42.75M
Total Sold
$58.95M
Net Transaction
-$16.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VENTAS INC(VTR)124,860318,749+193,8896,40020,4414.49%+14,041
EQUINIX INC(EQIX)56,10556,945+84042,44950,54611.10%+8,097
PROLOGIS INC.(PLD)294,386314,827+20,44133,06239,7568.73%+6,694
GAMING & LEISURE PPTYS INC(GLPI)701,993697,935-4,05831,73735,9097.88%+4,172
AMERICOLD REALTY TRUST INC(COLD)0126,970+126,97003,5890.79%+3,589
INVITATION HOMES INC(INVH)542,600651,900+109,30019,47422,9865.05%+3,512
REXFORD INDL RLTY INC(REXR)421,490421,238-25218,79421,1924.65%+2,398
BRIXMOR PPTY GROUP INC(BRX)1,648,0081,430,725-217,28338,05339,8608.75%+1,807
SBA COMMUNICATIONS CORP NEW(SBAC)94,14482,614-11,53018,48019,8854.37%+1,405
HEALTHPEAK PROPERTIES INC(DOC)1,095,077982,277-112,80021,46422,4654.93%+1,001
VICI PPTYS INC(VICI)72,75290,423+17,6712,0843,0120.66%+928
AMERICAN TOWER CORP NEW(AMT)17,93518,235+3003,4864,2410.93%+755
AGREE RLTY CORP35,06835,468+4002,1722,6720.59%+500
REGENCY CTRS CORP(REG)45,38045,880+5002,8233,3140.73%+491
CROWN CASTLE INC(CCI)21,49521,795+3002,1002,5860.57%+485
POSTAL REALTY TRUST INC(PSTL)030,000+30,00004390.10%+439
HIGHWOODS PPTYS INC(HIW)52,03652,536+5001,3671,7600.39%+393
WP CAREY INC(WPC)31,20033,300+2,1001,7182,0750.46%+357
COPT DEFENSE PROPERTIES(CDP)59,61060,410+8001,4921,8320.40%+340
AVALONBAY CMNTYS INC12,00112,201+2002,4832,7480.60%+265
BRANDYWINE RLTY TR242,467245,167+2,7001,0861,3340.29%+247
HEALTHCARE RLTY TR(HR)118,998120,098+1,1001,9612,1800.48%+219
EPR PPTYS(EPR)04,400+4,40002160.05%+216
SABRA HEALTH CARE REIT INC(SBRA)1,208,0221,009,181-198,84118,60418,7814.12%+177
EVERSOURCE ENERGY(ES)13,83013,930+1007849480.21%+164
CONSOLIDATED EDISON INC(ED)9,7009,900+2008671,0310.23%+164
EDISON INTL(EIX)8,7508,950+2006287790.17%+151
PIEDMONT OFFICE REALTY TR IN(PDM)42,94443,344+4003114380.10%+126
KINDER MORGAN INC DEL(KMI)46,00046,400+4009141,0250.23%+111
AMERICAN WTR WKS CO INC NEW5,5455,645+1007168260.18%+109
ONEOK INC NEW(OKE)9,1509,350+2007468520.19%+106
CUBESMART(CUBE)10,30010,600+3004655710.13%+105
NATIONAL STORAGE AFFILIATES7,5007,600+1003093660.08%+57
SEMPRA(SRE)5,5505,650+1004224730.10%+50
WILLIAMS COS INC(WMB)13,80013,80005876300.14%+43
ALEXANDRIA REAL ESTATE EQ IN11,62511,725+1001,3601,3920.31%+33
EASTERLY GOVT PPTYS INC(DEA)13,72813,72801701860.04%+17
CHENIERE ENERGY INC(LNG)2,7502,75004814950.11%+14
FARMLAND PARTNERS INC10,00010,00001151050.02%-11
CREATIVE MEDIA & CMNTY TR55,0000-55,0001480-148
KITE RLTY GROUP TR(KRG)107,13082,330-24,8002,3982,1870.48%-211
CAMDEN PPTY TR(CPT)19,94014,840-5,1002,1761,8330.40%-342
EXTRA SPACE STORAGE INC(EXR)14,88110,481-4,4002,3331,8890.41%-445
UDR INC(UDR)515,425451,925-63,50021,21020,4904.50%-719
SUN CMNTYS INC(SUI)132,399110,353-22,04615,93314,9143.27%-1,019
AMERICAN HOMES 4 RENT(AMH)28,0000-28,0001,0400-1,040
WELLTOWER INC(WELL)11,9370-11,9371,2440-1,244
DIGITAL RLTY TR INC(DLR)17,6368,286-9,3502,6821,3410.29%-1,341
HUDSON PAC PPTYS INC2,696,8152,319,284-377,53112,97211,0862.43%-1,886
SIMON PPTY GROUP INC NEW(SPG)26,22711,302-14,9253,9811,9100.42%-2,071
PARAMOUNT GROUP INC1,270,546594,495-676,0515,8832,9250.64%-2,958
PUBLIC STORAGE OPER CO(PSA)102,85271,591-31,26129,58526,0505.72%-3,536
EQUITY RESIDENTIAL(EQR)357,765269,665-88,10024,80720,0794.41%-4,728
FIRST INDL RLTY TR INC(FR)513,700240,108-273,59224,49813,4412.95%-11,057
REALTY INCOME CORP(O)351,70352,578-299,12518,5773,3340.73%-15,242
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