LINCLUDEN MANAGEMENT LTD
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| TORONTO DOMINION BK ONT | 906,632 | 829,383 | -77,249 | 72,064 | 107,289 | +35,225 |
| ROYAL BANK OF CANADA | 443,782 | 427,261 | -16,521 | 65,020 | 99,975 | +34,955 |
| BROOKFIELD INFRAST PARTNERS | 0 | 643,160 | +643,160 | 0 | 30,685 | +30,685 |
| BANK NOVA SCOTIA HALIFAX | 698,397 | 671,166 | -27,231 | 44,892 | 67,942 | +23,050 |
| BCE INC | 1,947,511 | 1,885,402 | -62,109 | 45,238 | 61,728 | +16,490 |
| CANADIAN NATIONAL RAILWAY CO | 434,344 | 419,122 | -15,222 | 40,717 | 56,896 | +16,179 |
| MAGNA INTL INC | 669,153 | 642,618 | -26,535 | 31,517 | 47,020 | +15,503 |
| TC ENERGY CORP. | 825,906 | 793,599 | -32,307 | 44,640 | 59,980 | +15,340 |
| NUTRIEN LTD. | 541,282 | 518,869 | -22,413 | 31,599 | 43,959 | +12,360 |
| BROOKFIELD CORP | 529,379 | 763,376 | +233,997 | 36,107 | 48,108 | +12,001 |
| CANADIAN IMPERIAL BANK OF COMMERCE | 385,862 | 329,398 | -56,464 | 30,651 | 40,987 | +10,336 |
| SUNCOR ENERGY INC | 557,712 | 536,309 | -21,403 | 23,201 | 32,672 | +9,471 |
| PEMBINA PIPELINE CORP. | 927,892 | 894,163 | -33,729 | 37,295 | 46,756 | +9,461 |
| GRANITE REAL ESTATE INVT TR | 0 | 112,144 | +112,144 | 0 | 9,163 | +9,163 |
| CANADIAN NAT RES LTD | 700,082 | 673,512 | -26,570 | 22,253 | 31,312 | +9,059 |
| MANULIFE FINL CORP COM | 861,530 | 695,123 | -166,407 | 26,683 | 34,645 | +7,962 |
| BOYD GROUP SERVICES INC | 0 | 31,892 | +31,892 | 0 | 6,972 | +6,972 |
| TELUS CORP. | 1,660,506 | 1,821,826 | +161,320 | 25,999 | 32,957 | +6,958 |
| BROOKFIELD RENEWABLE PARTNERS LP | 601,344 | 575,275 | -26,069 | 15,407 | 21,337 | +5,930 |
| DIAGEO PLC-SPONS ADR | 57,835 | 99,706 | +41,871 | 5,519 | 8,602 | +3,083 |
| SHELL PLC | 0 | 40,518 | +40,518 | 0 | 2,977 | +2,977 |
| FIRST SERVICE CORP | 41,080 | 46,898 | +5,818 | 7,781 | 10,010 | +2,229 |
| COLLIERS INTL GROUP INC. | 40,891 | 40,891 | 0 | 6,357 | 8,249 | +1,892 |
| CGI INC | 50,371 | 49,716 | -655 | 4,460 | 6,303 | +1,843 |
| AMERICAN HEALTHCARE REIT INC | 0 | 37,595 | +37,595 | 0 | 1,769 | +1,769 |
| GILDAN ACTIVEWEAR INC | 63,594 | 62,103 | -1,491 | 3,652 | 5,328 | +1,676 |
| ROGERS COMMUNICATIONS INC | 101,894 | 99,632 | -2,262 | 3,487 | 5,162 | +1,675 |
| GSK PLC | 61,480 | 100,877 | +39,397 | 2,653 | 3,533 | +880 |
| BROOKFIELD RENEWABLE | 62,884 | 56,486 | -6,398 | 2,152 | 2,974 | +822 |
| CISCO SYSTEMS INC. | 147,274 | 141,007 | -6,267 | 10,076 | 10,862 | +786 |
| DISNEY WALT CO | 29,947 | 37,955 | +8,008 | 3,429 | 3,986 | +557 |
| RESTAURANT BRANDS INTL INC. | 484,125 | 467,154 | -16,971 | 43,223 | 43,754 | +531 |
| JACOBS SOLUTIONS INC. | 42,445 | 50,397 | +7,952 | 6,361 | 6,676 | +315 |
| TERRENO REALTY CORP. | 62,157 | 62,157 | 0 | 3,527 | 3,649 | +122 |
| CITIGROUP INC. | 43,968 | 39,216 | -4,752 | 4,463 | 4,576 | +113 |
| US BANCORP | 145,272 | 132,444 | -12,828 | 7,021 | 7,067 | +46 |
| JOHNSON & JOHNSON | 12,950 | 11,615 | -1,335 | 2,401 | 2,404 | +3 |
| EOG RESOURCES | 40,739 | 40,739 | 0 | 4,568 | 4,568 | 0 |
| FEDERAL REALTY INVT TR | 39,591 | 39,591 | 0 | 4,011 | 3,991 | -20 |
| SIMON PPTY GROUP NEW | 10,519 | 10,519 | 0 | 1,974 | 1,947 | -27 |
| TOTAL ENERGIES SE | 30,745 | 27,414 | -3,331 | 1,835 | 1,793 | -42 |
| ING GROEP N V | 227,259 | 208,280 | -18,979 | 5,927 | 5,832 | -95 |
| KB HOME | 30,884 | 32,730 | +1,846 | 1,965 | 1,846 | -119 |
| CORNING INC. | 63,998 | 58,455 | -5,543 | 5,250 | 5,118 | -132 |
| TJX COMPANIES INC. | 22,649 | 20,232 | -2,417 | 3,274 | 3,108 | -166 |
| AVALONBAY CMNTYS INC. | 14,565 | 14,565 | 0 | 2,813 | 2,640 | -173 |
| EXTRA SPACE STORAGE INC. | 16,794 | 16,794 | 0 | 2,367 | 2,187 | -180 |
| BANK OF AMERICA CORPORATION | 138,471 | 126,604 | -11,867 | 7,144 | 6,963 | -181 |
| SANOFI SA | 80,117 | 73,340 | -6,777 | 3,782 | 3,554 | -228 |
| RMR GROUP INC. | 290,000 | 290,000 | 0 | 4,562 | 4,321 | -241 |
| JPMORGAN & CHASE & CO COM | 19,098 | 17,687 | -1,411 | 6,024 | 5,699 | -325 |
| MORGAN STANLEY | 32,146 | 26,422 | -5,724 | 5,110 | 4,691 | -419 |
| BXP INC. | 21,246 | 15,598 | -5,648 | 1,579 | 1,053 | -526 |
| UNITEDHEALTH GROUP INC COM | 14,322 | 13,099 | -1,223 | 4,945 | 4,324 | -621 |
| WELLTOWER INC. | 23,650 | 19,273 | -4,377 | 4,213 | 3,577 | -636 |
| THERMO FISHER | 14,749 | 11,243 | -3,506 | 7,154 | 6,515 | -639 |
| COSTCO WHOLESALE | 5,432 | 5,058 | -374 | 5,028 | 4,362 | -666 |
| SAP SE | 27,439 | 27,410 | -29 | 7,332 | 6,658 | -674 |
| TRACTOR SUPPLY CO | 58,363 | 51,985 | -6,378 | 3,319 | 2,600 | -719 |
| WALMART INC | 52,164 | 41,755 | -10,409 | 5,376 | 4,652 | -724 |
| ALPHABET INC. | 43,831 | 31,483 | -12,348 | 10,655 | 9,854 | -801 |
| PFIZER INC | 412,028 | 389,203 | -22,825 | 10,498 | 9,691 | -807 |
| ULTA BEAUTY INC. | 7,342 | 5,133 | -2,209 | 4,014 | 3,106 | -908 |
| AMERICAN TOWER CORP | 41,175 | 39,510 | -1,665 | 7,919 | 6,936 | -983 |
| GENTEX CORP. | 146,168 | 132,523 | -13,645 | 4,137 | 3,084 | -1,053 |
| LENNAR CORP | 66,066 | 69,917 | +3,851 | 8,327 | 7,187 | -1,140 |
| SUN CMNTYS INC | 22,478 | 13,407 | -9,071 | 2,900 | 1,661 | -1,239 |
| HOME DEPOT | 13,794 | 12,544 | -1,250 | 5,589 | 4,316 | -1,273 |
| VERIZON COMMUNICATIONS | 254,696 | 241,578 | -13,118 | 11,194 | 9,839 | -1,355 |
| MICROSOFT CORP. | 18,694 | 16,997 | -1,697 | 9,683 | 8,220 | -1,463 |
| EQUINIX INC. | 2,585 | 3,800 | +1,215 | 4,568 | 2,911 | -1,657 |