Fund Holdings — LINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$938.9K
Total Bought
$55.4K
Total Sold
$273.2K
Net Transaction
-$217.7K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CGI INC(GIB)49,716347,026+297,3106262.74%+19
VISA INC(V)023,216+23,216070.75%+7
CANADIAN NAT RES LTD COM(CNQ)673,512697,039+23,52731353.68%+3
BROOKFIELD ASSET MANAGMT LTD(BAM)070,083+70,083030.34%+3
SUNCOR ENERGY INC(SU)536,309513,151-23,15833343.67%+2
UNITEDHEALTH GROUP INC COM(UNH)13,09922,555+9,456460.65%+2
PFIZER INC(PFE)389,203401,310+12,10710111.20%+2
EOG RESOURCES(EOG)40,73938,961-1,778560.60%+1
EQUINIX INC.(EQIX)3,8003,971+171340.41%+1
COSTCO WHOLESALE(COST)5,0585,297+239450.56%+1
TOTAL ENERGIES SE(TTE)27,41429,465+2,051230.29%+1
WALMART INC(WMT)41,75543,851+2,096550.58%+1
THERMO FISHER(TMO)11,24314,421+3,178770.75%+1
CISCO SYSTEMS INC.(CSCO)141,007144,285+3,27811111.19%0
TJX COMPANIES INC.(TJX)20,23221,540+1,308330.37%0
TERRENO REALTY CORP.(TRNO)62,15763,499+1,342440.42%0
SANOFI SA(SNY)73,34078,482+5,142440.40%0
AMERICAN TOWER CORP(AMT)39,51041,505+1,995770.76%0
CITIGROUP INC.(C)39,21642,269+3,053550.51%0
RMR GROUP INC.(RMR)290,000290,0000440.48%0
US BANCORP(USB)132,444138,634+6,190770.77%0
SHELL PLC(SHEL)40,51833,038-7,480330.33%0
JACOBS SOLUTIONS INC.(J)50,39753,145+2,748770.72%0
HOME DEPOT(HD)12,54413,223+679440.46%0
WELLTOWER INC.(WELL)19,27317,970-1,303440.38%-0
GENTEX CORP.(GNTX)132,523139,828+7,305330.33%-0
MORGAN STANLEY(MS)26,42228,279+1,857550.50%-0
DIAGEO PLC-SPONS ADR(DEO)99,706114,963+15,257990.91%-0
TRACTOR SUPPLY CO(TSCO)51,98556,244+4,259330.27%-0
FEDERAL REALTY INVT TR(FRT)39,59136,888-2,703440.42%-0
MICROSOFT CORP.(MSFT)16,99722,004+5,007880.87%-0
SUN CMNTYS INC(SUI)13,40712,496-911220.17%-0
JOHNSON & JOHNSON(JNJ)11,6159,389-2,226220.24%-0
SIMON PPTY GROUP NEW(SPG)10,5199,817-702220.20%-0
AMERICAN HEALTHCARE REIT INC(AHR)37,59535,040-2,555220.18%-0
ING GROEP N V(ING)208,280218,394+10,114660.61%-0
JPMORGAN & CHASE & CO COM(JPM)17,68718,451+764650.58%-0
ALPHABET INC.(GOOG)31,48333,214+1,73110101.02%-0
GSK PLC(GSK)100,87758,371-42,506430.34%-0
BXP INC.(BXP)15,59812,098-3,500110.07%-0
CORNING INC.(GLW)58,45534,141-24,314550.49%-0
BANK OF AMERICA CORPORATION126,604132,830+6,226760.69%-0
VERIZON COMMUNICATIONS(VZ)241,578186,004-55,5741090.99%-1
EXTRA SPACE STORAGE INC.(EXR)16,79412,429-4,365220.17%-1
DISNEY WALT CO(DIS)37,95535,392-2,563430.36%-1
AVALONBAY CMNTYS INC.14,56511,699-2,866320.20%-1
FIRST SERVICE CORP46,89864,666+17,7681090.97%-1
PEMBINA PIPELINE CORP.(PBA)894,163999,523+105,36047454.84%-1
SAP SE(SAP)27,41029,833+2,423750.54%-2
KB HOME(KBH)32,7300-32,73020—-2
ROGERS COMMUNICATIONS INC(RCI)99,63276,562-23,070530.32%-2
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
575,275572,389-2,88621192.02%-2
GILDAN ACTIVEWEAR INC(GIL)62,10351,283-10,820530.31%-2
COLLIERS INTL GROUP INC.(CIGI)40,89152,615+11,724860.61%-3
GRANITE REAL ESTATE INVT TR(GRTUF)112,144104,627-7,517960.67%-3
BROOKFIELD RENEWABLE CORP(BEPC)56,4861,257-55,229300.01%-3
ULTA BEAUTY INC.(ULTA)5,1330-5,13330—-3
BOYD GROUP SERVICES INC(BGSI)31,89229,113-2,779740.40%-3
TELUS CORP.(TU)1,821,8262,103,236+281,41033272.92%-6
LENNAR CORP(LEN)69,9170-69,91770—-7
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
643,160637,201-5,95931232.49%-7
RESTAURANT BRANDS INTL INC.(QSR)467,154453,400-13,75444343.63%-10
MANULIFE FINL CORP COM(MFC)695,123688,793-6,33035242.57%-11
NUTRIEN LTD.(NTR)518,869434,978-83,89144333.55%-11
TC ENERGY CORP.(TRP)793,599767,761-25,83860495.20%-11
CANADIAN IMPERIAL BANK OF COMMERCE(CM)329,398293,506-35,89241283.01%-13
BCE INC(BCE)1,885,4021,843,830-41,57262475.03%-14
CANADIAN NATL RY CO COM(CNI)419,122404,264-14,85857424.50%-15
BROOKFIELD CORP(BN)763,376687,609-75,76748283.01%-20
MAGNA INTL INC(MGA)642,618393,015-249,60347222.37%-25
BANK NOVA SCOTIA HALIFAX671,166577,451-93,71568414.33%-27
ROYAL BANK OF CANADA(RY)427,261407,274-19,987100677.12%-33
TORONTO DOMINION BK ONT(TD)829,383690,433-138,950107656.97%-42
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LINCLUDEN MANAGEMENT LTD — 13F Holdings — Q1 2026 | TickerTrail