Hazelview Securities Inc.
Hazelview Securities Inc. is a Toronto-based registered investment adviser founded in 2018 and approved by the SEC. The firm is focused on providing advice about securities, particularly in the global real estate sector. It manages over $1.1 billion in assets for institutional investors, pooled investment vehicles, and other advisers, with a team of 15 employees (60% investment professionals). Hazelview serves clients primarily outside the United States and acts as a gateway to both private and public real estate equity and debt investment solutions.
Investment Strategy
Hazelview Securities Inc. specializes in globally diversified real estate investment solutions, actively allocating across both private and public real estate equity and debt. Their core strategy emphasizes monthly income, capital preservation, and risk-adjusted returns through a combination of direct property investing and real estate securities. The firm allocates assets to pooled investment vehicles and collaborates with other investment advisers, adapting to changing market conditions, and offering both alternative mutual fund strategies and core real estate investment products.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLD | PROLOGIS INC. | 8.64% | $48.7M | 455,927 | $107.40 | $105.12 | -$5.8M |
D DLR | DIGITAL RLTY TR INC | 7.91% | $44.6M | 261,377 | $176.06 | $174.33 | +$23.0M |
W WELL | WELLTOWER INC | 7.39% | $41.7M | 274,848 | $129.40 | $153.73 | +$2.1M |
E EQIX | EQUINIX INC | 6.74% | $38.0M | 49,525 | $937.64 | $795.47 | -$7.6M |
E EQR | EQUITY RESIDENTIAL | 5.67% | $32.0M | 480,219 | $71.47 | $67.49 | -$397.4K |