Fund HoldingsLINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$787.1K
Total Bought
$31.2K
Total Sold
$91.9K
Net Transaction
-$60.7K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TORONTO DOMINION BK ONT(TD)1,187,1121,182,323-4,78963719.00%+8
BCE INC(BCE)1,615,9561,897,084+281,12837445.53%+6
AMERICAN TOWER CORP(AMT)20,54240,576+20,034491.12%+5
GRANITE REAL ESTATE INVT TR(GRTUF)0101,364+101,364050.60%+5
SHELL PLC(SHEL)044,874+44,874030.42%+3
CANADIAN NATIONAL RAILWAY CO(CNI)362,587408,222+45,63537405.05%+3
PEMBINA PIPELINE CORP.(PBA)771,535759,407-12,12829303.86%+2
SUNCOR ENERGY INC(SU)627,334618,260-9,07422243.04%+2
TELUS CORP.(TU)1,959,7301,942,592-17,13827283.54%+1
RESTAURANT BRANDS INTL INC.(QSR)241,713255,340+13,62716172.16%+1
FEDERAL REALTY INVT TR(FRT)58,28879,000+20,712780.98%+1
VERIZON COMMUNICATIONS(VZ)265,349258,080-7,26911121.49%+1
WAL MART STORES INC(WMT)41,76453,005+11,241450.59%+1
ORANGE(FNCTF)290,392284,920-5,472340.47%+1
AMERICOLD REALTY TRUST(COLD)102,463138,224+35,761230.38%+1
WELLTOWER INC.(WELL)23,74123,7410340.46%+1
CGI INC(GIB)36,30243,705+7,403440.55%0
SANOFI SA(SNY)66,56264,477-2,085340.45%0
PFIZER INC(PFE)385,837415,454+29,61710111.34%0
TOTAL ENERGIES SE(TTE)32,98831,443-1,545220.26%0
JOHNSON & JOHNSON(JNJ)13,91113,367-544220.28%0
CAMDEN PROPERTY TRUST(CPT)26,83226,8320330.42%0
EOG RESOURCES(EOG)34,18433,804-380440.55%0
CANADIAN NAT RES LTD(CNQ)107,952112,909+4,957330.44%0
ROGERS COMMUNICATIONS INC(RCI)65,56379,507+13,944220.27%0
SAP SE(SAP)5,3955,170-225110.18%0
UNITEDHEALTH GROUP INC COM(UNH)8,5398,324-215440.55%0
GSK PLC(GSK)66,12866,1280220.28%0
BROOKFIELD WEALTH SOLUTIONS
CL A EXCHANGEAB
1,4481,4480000.01%-0
COSTCO WHOLESALE(COST)5,0294,858-171550.58%-0
EXTRA SPACE STORAGE INC.(EXR)16,86616,8660330.32%-0
ING GROEP N V(ING)311,647248,061-63,586550.62%-0
CENOVUS ENERGY INC.(CVE)19,80019,8000000.03%-0
BROOKFIELD ASSET MGMT-A(BAM)5,7785,7780000.04%-0
BROOKFIELD RENEWABLE(BEPC)68,40866,378-2,030220.24%-0
TRACTOR SUPPLY CO(TSCO)62,48459,348-3,136330.42%-0
GILDAN ACTIVEWEAR INC(GIL)60,87363,702+2,829330.36%-0
JPMORGAN & CHASE & CO COM(JPM)25,19924,420-779660.76%-0
SIMON PPTY GROUP NEW(SPG)10,56210,5620220.22%-0
AVALONBAY CMNTYS INC.12,47012,4700330.34%-0
TJX COMPANIES INC.(TJX)25,64524,778-867330.38%-0
CITIGROUP INC.(C)47,24344,985-2,258330.41%-0
CORNING INC.(GLW)66,39565,135-1,260330.38%-0
CENTENE CORP. DEL(CNC)84,18380,312-3,871550.62%-0
VERMILLION ENERGY INC(VET)272,863284,571+11,708320.29%-0
BXP INC.(BXP)38,66838,6680330.33%-0
COLLIERS INTL GROUP INC.(CIGI)48,13251,611+3,479760.79%-0
HOME DEPOT(HD)14,45914,053-406650.65%-0
GENTEX CORP.(GNTX)138,372148,193+9,821430.44%-1
BROOKFIELD RENEWABLE PARTNERS LP
PARTNERSHIP UNIT
686,764681,909-4,85516151.92%-1
BANK OF AMERICA CORPORATION153,633146,694-6,939760.78%-1
DISNEY WALT CO(DIS)45,94245,221-721540.57%-1
FIRST SERVICE CORP41,66740,459-1,208870.85%-1
TERRENO REALTY CORP.(TRNO)44,91727,919-16,998320.22%-1
MORGAN STANLEY(MS)41,49736,741-4,756540.54%-1
US BANCORP(USB)153,657148,899-4,758760.80%-1
MICROSOFT CORP.(MSFT)19,54019,092-448870.91%-1
RMR GROUP INC.290,000290,0000650.61%-1
DIAGEO PLC-SPONS ADR(DEO)57,73958,498+759760.78%-1
TC ENERGY CORP.(TRP)1,054,4071,012,280-42,12749486.07%-1
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
599,739590,283-9,45619182.23%-1
CISCO SYSTEMS INC.(CSCO)226,319192,802-33,51713121.51%-1
ALPHABET INC.(GOOG)49,97150,158+187980.99%-2
KROGER CO(KR)126,02486,942-39,082860.75%-2
EQUINIX INC.(EQIX)4,3432,597-1,746420.27%-2
ORACLE CORP(ORCL)70,97970,197-78212101.25%-2
WALLGREENS BOOTS ALLIANCE INC264,0930-264,09320-2
UDR INC.(UDR)81,3650-81,36540-4
MAGNA INTL INC(MGA)661,661658,410-3,25128222.84%-5
BANK NOVA SCOTIA HALIFAX789,620782,054-7,56642374.71%-5
GRANITE REAL ESTATE INVT TR114,6880-114,68860-6
MANULIFE FINL CORP COM(MFC)1,153,282957,725-195,55735303.79%-6
CANADIAN IMPERIAL BANK OF COMMERCE(CM)501,798442,363-59,43532253.16%-7
ROYAL BANK OF CANADA(RY)591,555543,347-48,20871617.78%-10
BROOKFIELD CORP(BN)811,481626,558-184,92347334.17%-14
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