Fund HoldingsLINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$823.4K
Total Bought
$41.8K
Total Sold
$52.9K
Net Transaction
-$11.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
0638,930+638,9300182.13%+18
TELUS CORP.(TU)1,638,2171,998,159+359,94226303.68%+4
ROYAL BANK OF CANADA(RY)630,173626,165-4,00864678.10%+3
BCE INC(BCE)1,177,1081,289,187+112,07940425.07%+2
ALPHABET INC.(GOOG)50,45649,735-721891.10%+1
UNITEDHEALTH GROUP INC COM(UNH)6,0988,474+2,376340.52%+1
ORACLE CORP(ORCL)82,99582,446-54910121.41%+1
EQUINIX INC.(EQIX)3,5865,513+1,927340.51%+1
PEMBINA PIPELINE CORP.(PBA)827,495817,061-10,43429303.68%+1
TERRENO REALTY CORP.(TRNO)28,48048,341+19,861230.35%+1
BROOKFIELD RENEWABLE PARTNERS LP
PARTNERSHIP UNIT
684,381681,599-2,78216172.05%+1
AMERICOLD REALTY TRUST(COLD)89,191110,273+21,082230.34%+1
COSTCO WHOLESALE(COST)5,1395,028-111440.52%+1
CAMDEN PROPERTY TRUST(CPT)45,89045,8900550.61%0
CORNING INC.(GLW)95,18092,877-2,303340.44%0
UDR INC.(UDR)112,894112,8940450.56%0
MICROSOFT CORP.(MSFT)18,52217,872-650880.97%0
JPMORGAN & CHASE & CO COM(JPM)23,91325,186+1,273550.62%0
AVALONBAY CMNTYS INC.13,46513,4650230.34%0
WELLTOWER INC.(WELL)25,57925,5790230.32%0
HOME DEPOT(HD)12,23714,352+2,115550.60%0
TJX COMPANIES INC.(TJX)25,32725,264-63330.34%0
BANK OF AMERICA CORPORATION156,092153,344-2,748660.74%0
TRACTOR SUPPLY CO(TSCO)12,23612,362+126330.41%0
MORGAN STANLEY(MS)44,41244,295-117440.52%0
ING GROEP N V(ING)317,882311,475-6,407550.65%0
ORANGE(FNCTF)268,004322,909+54,905330.39%0
KROGER CO(KR)109,039125,478+16,439660.76%0
CITIGROUP INC.(C)46,62246,550-72330.36%0
CENOVUS ENERGY INC.(CVE)19,80019,8000000.05%-0
PFIZER INC(PFE)355,230351,854-3,37610101.20%-0
SANOFI SA(SNY)65,76065,574-186330.39%-0
BROOKFIELD ASSET MGMT-A(BAM)5,7785,7780000.03%-0
BROOKFIELD RENEWABLE(BEPC)84,27471,903-12,371220.25%-0
MANULIFE FINL CORP COM(MFC)1,486,5721,390,531-96,04137374.50%-0
TOTAL ENERGIES SE(TTE)32,51732,468-49220.26%-0
AMERICAN TOWER CORP(AMT)20,09727,097+7,000550.64%-0
SUNCOR ENERGY INC(SU)679,926653,503-26,42325253.03%-0
ROGERS COMMUNICATIONS INC(RCI)62,61665,832+3,216320.30%-0
EOG RESOURCES(EOG)34,74434,020-724440.52%-0
JOHNSON & JOHNSON(JNJ)13,69713,685-12220.24%-0
CGI INC(GIB)34,81036,437+1,627440.44%-0
GILDAN ACTIVEWEAR INC(GIL)99,03390,547-8,486430.42%-0
WAL MART STORES INC(WMT)61,75950,898-10,861430.42%-0
GENTEX CORP.(GNTX)99,65098,576-1,074430.40%-0
GSK PLC(GSK)65,25265,168-84330.30%-0
VERIZON COMMUNICATIONS(VZ)268,672265,806-2,86611111.33%-0
FEDERAL REALTY INVT TR(FRT)62,90859,858-3,050660.73%-0
RMR GROUP INC.290,000290,0000770.80%-0
FIRST SERVICE CORP37,73337,7330660.70%-0
SAP SE(SAP)9,2736,485-2,788210.16%-0
COLLIERS INTL GROUP INC.(CIGI)56,58256,5820760.77%-1
CISCO SYSTEMS INC.(CSCO)227,228225,902-1,32611111.30%-1
CANADIAN NAT RES LTD(CNQ)58,953108,382+49,429440.47%-1
VERMILLION ENERGY INC(VET)299,320273,928-25,392430.37%-1
SIMON PPTY GROUP NEW(SPG)16,31211,379-4,933320.21%-1
DISNEY WALT CO(DIS)35,73735,693-44440.43%-1
US BANCORP(USB)155,312152,953-2,359760.74%-1
GRANITE REAL ESTATE INVT TR129,492129,4920760.78%-1
DIAGEO PLC-SPONS ADR(DEO)51,24050,600-640760.77%-1
DOLLAR GENERAL CORP.(DG)41,15940,369-790650.65%-1
CENTENE CORP. DEL(CNC)84,87683,688-1,188760.67%-1
BOSTON PROPORTIES INC.(BXP)27,5140-27,51420-2
VODAFONE GROUP PLC(VOD)280,0640-280,06420-2
EXTRA SPACE STORAGE INC.(EXR)36,50718,159-18,348530.34%-3
WALLGREENS BOOTS ALLIANCE INC265,171263,570-1,601630.39%-3
RESTAURANT BRANDS INTL INC.(QSR)275,906271,566-4,34022192.33%-3
CANADIAN IMPERIAL BANK OF COMMERCE(CM)838,968829,907-9,06143394.80%-3
TC ENERGY CORP.(TRP)1,268,9421,256,542-12,40051485.79%-3
CANADIAN NATIONAL RAILWAY CO(CNI)277,345278,679+1,33437334.00%-4
MAGNA INTL INC(MGA)577,028654,264+77,23631273.33%-4
TORONTO DOMINION BK ONT(TD)1,081,7681,096,809+15,04165607.33%-5
BANK NOVA SCOTIA HALIFAX858,580848,780-9,80044394.72%-6
BROOKFIELD CORP(BN)1,125,209914,647-210,56247384.62%-9
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