StockDriftsStockDriftsTop 48 Presima Securities Ulc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | 9.09% | 16.5K | $16.2M | +0.00%(+0) | $755.23(+40.28%) | 2026-03-31 | |
| VTR | VENTAS INC | 8.09% | 176.4K | $14.4M | +0.00%(+0) | $57.24(+52.78%) | 2026-03-31 | |
| BRX | BRIXMOR PPTY GROUP INC | 7.12% | 440.7K | $12.7M | +0.00%(+0) | $19.64(+48.89%) | 2026-03-31 | |
| FR | FIRST INDL RLTY TR INC | 5.91% | 182.0K | $10.5M | +0.00%(+0) | $50.93(+19.43%) | 2026-03-31 | |
| GLPI | GAMING & LEISURE P | 5.42% | 218.0K | $9.7M | +0.00%(+0) | $46.65(-0.57%) | 2026-03-31 | |
| DLR | DIGITAL RLTY TR INC | 5% | 49.5K | $8.9M | +0.00%(+0) | $157.94(+19.35%) | 2026-03-31 | |
| EQR | EQUITY RESIDENTIAL | 4.24% | 127.8K | $7.6M | +0.00%(+0) | $66.53(-3.98%) | 2026-03-31 | |
| UDR | UDR INC | 3.58% | 188.9K | $6.4M | +0.00%(+0) | $38.34(-3.71%) | 2026-03-31 | |
| DOC | HEALTHPEAK PROPERTIES INC | 3.45% | 373.9K | $6.1M | +0.00%(+0) | $19.50(-0.72%) | 2026-03-31 | |
| CUBE | CUBESMART | 3.16% | 153.5K | $5.6M | +0.00%(+0) | $47.31(-18.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.68% | +11.44% | +4.69% | +25.76% |
| Top 20 Holdings Unweighted | +1.34% | +4.08% | +2.31% | +12.12% |
Presima Securities Ulc reports $178.27M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are EQIX (9.1%), VTR (8.1%) and BRX (7.1%). The top 20 holdings account for 77.93% of reported assets. Its disclosed equity book has returned +11.44% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Presima Securities Ulc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1399360). View Presima Securities Ulc’s 13F filings on SEC