Maximizing Your Investments: Comparing Q4 2022 and Q1 2023 Holdings in Presima Securities ULC

Investing in the stock market can offer significant returns on investment, but it requires knowledge, skills, and a bit of luck. One of the essential tools that investors use to keep track of their investments is the 13F filings required by the Securities and Exchange Commission (SEC). These forms provide an insight into the positions of institutions and hedge funds every quarter. In this article, we'll take a closer look at the holdings of Presima Securities ULC, a Canadian-based investment management firm and its changes between Q4 2022 and Q1 2023.

Before diving into the details, it's crucial to note that the data is taken from a CSV that summarizes the SEC's 13F filings, which are public record. The data provides us with no insights into the decision-making process or the investment strategy of Presima Securities ULC. Therefore, this article should not be construed as investment advice, and any investment decisions made by the reader are solely their obligation.

Presima Securities ULC's Holdings Overview

Presima Securities ULC's 13F submission for Q4 2022 reported holdings in 34 securities, with a total value of $425,592,000. The firm's primary investments were in BDN, MPW, and PGRE, with investments worth $1539, $13681, and $7080, respectively. In contrast, its smallest investments were in SRE, EIX, and LNG, worth $618, $531, and $599, respectively.

On the other hand, the firm's Q1 2023 filings showed holdings in 34 securities, with a total value of $421,169,000. This quarter's most substantial investments were in BDN, DLR, and VICI, worth $1196, $24995, and $19407, respectively. Meanwhile, the smallest investments were in PDM, WELL, and OFC, valued at $370, $20567, and $1479, respectively.

Presima Securities ULC's Holding Changes

Over the three months between Q4 2022 and Q1 2023, Presima Securities ULC increased its position in 17 securities and decreased its position in 16 others. The changes are not equal in value, though, considering that some positions were increased or decreased to a far more significant degree.

One of the most prominent changes in Presima Securities ULC's holdings is its increased position in DLR. The company's Q1 2023 filings show it purchased 25,580 shares of DLR, increasing its position by around 11.1%. This increase represents a bet that the data center's demand will continue to grow in the future.

Another notable increase in Presima Securities ULC's holdings is its acquiring of 139,300 shares of BRX, representing an increase of 19.4%. This decision indicates the firm's confidence in the retail real estate sector and its resilience in the midst of challenging market conditions.

Moreover, Presima Securities ULC decreased its holdings in MPW by over 23% between Q4 2022 and Q1 2023. This development indicates a bearish sentiment towards the healthcare real estate sector, of which MPW is a significant player.

Conclusion

In conclusion, Presima Securities ULC made several interesting changes to its holdings between Q4 2022 and Q1 2023. While these changes indicate a bullish sentiment towards some sectors, they also suggest a bearish outlook on others. However, these 13F filings do not provide any insight into the firm's investment strategy or decision-making process. Regardless, investors can use this information to help inform their investment decisions but should always conduct additional research before making any moves in the stock market.