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Presima Securities ULC

Broker-Dealer
Location
Montreal, A8
Portfolio Value
Small $178,268,473
Diversification
Diversified
Filing Date
Global Rank
#4,658 / 8,699 ▲ 179 · as of Mar 2026
Top Industry
REIT - Specialty 23.4%
3Y Alpha vs SPY
-16.8%
Period ended 5 months ago
Filed May 14, 2026 · 3mo
25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+13.0%
SPY
+77.0%
Annualised alpha
-16.8%
Max drawdown
−20.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

48 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.1%
+1.2 pts
Top 5
35.6%
+2.1 pts
Top 10
55.1%
+1.7 pts
HHI
418
Jun 2023 → Mar 2026 · range 390 – 694
Diversified+28

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Real Estate 95.2% $169,763,531
Energy 2.4% $4,281,436
Utilities 2.4% $4,223,506

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
48 tracked positions · $178,268,473 total · filing declares 48 positions · $178,268,498 · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.