Equal-WT
WhaleScore 2.0
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Presima Securities ULC is based out of Montreal. Presima Securities ULC is a large advisory firm with 6 clients and discretionary assets under management (AUM) of $1,098,258,394 (Form ADV from 2022-05-25). Their last reported 13F filing for Q4 2023 included $443,787,934 in managed 13F securities
and a top 10 holdings concentration of 69.1%. Presima Securities ULC's largest holding is ProLogis, Inc. with shares held of 390,693. Whalewisdom has at least 69 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| PSA Public Storage, Inc. | 6.43% |
| ARE Alexandria Real Esta | 6.34% |
| UDR UDR Inc. (Old Domini | 4.11% |
| INVH Invitation Homes Inc | 3.98% |
| HPP Hudson Pacific Prope | 1.01% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| EXR Extra Space Storage, | 6.42% |
| CPT Camden Property Trus | 6.15% |
| WELL Welltower Inc. | 5.65% |
| AVB AvalonBay Communitie | 3.18% |
| PLD ProLogis, Inc. | 1.3% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| PLD ProLogis, Inc. | 11.74% |
| EQIX Equinix Inc | 8.4% |
| BRX Brixmor Property Gro | 8.22% |
| O Realty Income Corp. | 7.67% |
| ARE Alexandria Real Esta | 6.46% |
2023-12-31
13F Activity
| Market Value | $444m, Prior: $385m |
| New Purchases | 7 stocks |
| Added To | 18 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 29 stocks |
| Top 10 Holdings % | 69.1% |
| Turnover %[1] | 12.96% |
| Turnover Alt %[2] | 21.07% |
| Time Held Top 20 | 11.75 quarters |
| Time Held Top 10 | 4.5 quarters |
| Time Held All | 16.61 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31