Presima Securities ULC
Broker-DealerFiling Date
Global Rank
#4,461
/ 8,586
▲ 198
Top Industry
REIT - Specialty
23.4%
3Y Alpha vs SPY
-11.2%
Period ended 3 months ago
Filed May 14, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+32.5%
SPY
+78.1%
Annualised alpha
-11.4%
Max drawdown
−17.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.1%
+1.2 pts
Top 5
35.6%
+2.1 pts
Top 10
55.1%
+1.7 pts
HHI
418
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 CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SKT | Tanger Inc. | +14,842 | 157,387 | $5,348,010 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HPP | Hudson Pacific Properties, Inc. | −172,956 | 10,625 | $62,793 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$4,223,506 total
· Utilities only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SRE |
Sempra
Utilities
|
Held | 5,856 | $569,027 | 13.47% | |
| EIX |
Edison International
Utilities
|
Held | 9,363 | $685,184 | 16.22% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Held | 5,885 | $800,889 | 18.96% | |
| ES |
Eversource Energy
Utilities
|
Held | 14,430 | $999,710 | 23.67% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 10,326 | $1,168,696 | 27.67% |