Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.03B
Total Bought
$217.88M
Total Sold
$153.78M
Net Transaction
+$64.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BANK NOVA SCOTIA HALIFAX01,500,000+1,500,0000105,10510.19%+105,105
CASEYS GEN STORES INC(CASY)055,000+55,000017,5151.70%+17,515
META PLATFORMS INC(META)029,000+29,000014,0821.36%+14,082
AMAZON COM INC(AMZN)054,000+54,00009,7410.94%+9,741
INFOSYS LTD(INFY)202,000559,000+357,0004,91013,5731.32%+8,662
SERVICENOW INC(NOW)011,000+11,00008,3860.81%+8,386
ALPHABET INC(GOOG)0122,900+122,900018,5491.80%+18,549
HDFC BANK LTD(HDB)069,000+69,00005,2300.51%+5,230
SUNCOR ENERGY INC NEW(SU)0611,722+611,722030,5802.96%+30,580
HYATT HOTELS CORP(H)152,500152,500019,88824,3422.36%+4,455
BECTON DICKINSON & CO(BDX)35,00052,000+17,0008,53412,8671.25%+4,333
ISHARES TR
GLOBAL REIT ETF
0123,300+123,30003,9540.38%+3,954
SUN CMNTYS INC(SUI)69,88495,184+25,3009,76612,6801.23%+2,914
ILLUMINA INC(ILMN)021,000+21,00002,8840.28%+2,884
MICROSOFT CORP(MSFT)58,16058,160021,87024,4692.37%+2,599
DEERE & CO(DE)38,80043,800+5,00015,51517,9901.74%+2,475
BIOGEN INC(BIIB)25,00039,500+14,5006,4698,5170.83%+2,048
ADOBE INC(ADBE)29,00038,000+9,00017,30119,1751.86%+1,873
CARETRUST REIT INC(CTRE)050,405+50,40501,6630.16%+1,663
FIRST SOLAR INC(FSLR)14,50024,000+9,5002,4984,0510.39%+1,553
TC ENERGY CORP(TRP)0566,596+566,596030,8452.99%+30,845
AMERICAN HEALTHCARE REIT INC(AHR)075,000+75,00001,4980.15%+1,498
ESSEX PPTY TR INC(ESS)04,300+4,30001,4260.14%+1,426
TAIWAN SEMICONDUCTOR MFG LTD(TSM)121,00098,000-23,00016,64418,0551.75%+1,412
TORONTO DOMINION BK ONT(TD)0342,002+342,002027,9592.71%+27,959
CANADIAN NATL RY CO(CNI)108,400108,400018,05419,3351.87%+1,281
AT&T INC(T)1,468,7001,468,700024,64525,8492.51%+1,204
INVITATION HOMES INC(INVH)30,54850,648+20,1001,3782,4420.24%+1,064
QUANTA SVCS INC04,000+4,00001,0390.10%+1,039
GALLAGHER ARTHUR J & CO(AJG)41,10041,10009,24310,2771.00%+1,034
CAMECO CORP(CCJ)023,000+23,00009960.10%+996
PARK HOTELS & RESORTS INC(PK)32,00066,000+34,0006481,5630.15%+916
ARRAY TECHNOLOGIES INC(ARRY)125,000200,000+75,0002,1002,9820.29%+882
SANMINA CORPORATION(SANM)54,10054,10003,6764,5550.44%+880
CARLISLE COS INC(CSL)11,00011,00003,4374,3100.42%+874
LXP INDUSTRIAL TRUST(LXP)071,331+71,33108710.08%+871
NETFLIX INC(NFLX)7,0007,00003,4084,2510.41%+843
LOWES COS INC(LOW)26,00026,00005,7866,6230.64%+837
RESIDEO TECHNOLOGIES INC(REZI)152,600152,60003,7984,6330.45%+835
ESSENTIAL PPTYS RLTY TR INC051,161+51,16101,8470.18%+1,847
BARINGS BDC INC(BBDC)614,000614,00006,9687,7330.75%+765
ITRON INC(ITRI)45,00044,000-1,0003,3984,0710.39%+673
WELLTOWER INC(WELL)13,19517,695+4,5001,5742,2390.22%+665
VICI PPTYS INC(VICI)42,18558,785+16,6001,7792,3710.23%+593
CARTERS INC(CRI)37,10037,10003,6754,2540.41%+580
DIGITAL RLTY TR INC(DLR)15,88417,352+1,4682,8273,3850.33%+557
ALLIANCEBERNSTEIN HLDG L P(AB)89,00089,00003,6534,1870.41%+534
CGI INC(GIB)66,80066,80009,4829,9830.97%+500
TECK RESOURCES LTD(TECK)82,80082,80004,6385,1340.50%+496
REXFORD INDL RLTY INC(REXR)022,510+22,51001,5330.15%+1,533
SILGAN HLDGS INC(SLGN)77,90077,90004,6625,1230.50%+461
EQUITY RESIDENTIAL(EQR)019,528+19,52801,6690.16%+1,669
BENCHMARK ELECTRS INC(BHE)104,600104,60003,8244,2510.41%+427
PRECISION DRILLING CORP(PDS)16,00016,00001,1511,4580.14%+307
JABIL INC(JBL)22,50022,50003,7914,0810.40%+290
EDGEWELL PERS CARE CO(EPC)74,20074,20003,5953,8830.38%+288
ENPHASE ENERGY INC(ENPH)025,000+25,00003,0250.29%+3,025
EQUIFAX INC(EFX)12,00012,00002,9673,2100.31%+243
HELMERICH & PAYNE INC(HP)25,90025,90001,2411,4750.14%+234
BRINKS CO(BCO)25,60025,60002,9783,2030.31%+225
SUNRUN INC(RUN)110,000180,000+70,0002,1592,3720.23%+213
CONSTELLATION ENERGY CORP(CEG)43,50028,500-15,0005,0855,2680.51%+184
WEST FRASER TIMBER CO LTD(WFG)41,70041,70004,7274,8770.47%+150
HUDSON PAC PPTYS INC45,20080,809+35,6095577060.07%+149
NEXTERA ENERGY PARTNERS LP(XIFR)126,000132,000+6,0003,8323,9710.38%+139
GRANITE REAL ESTATE INVT TR127,400127,40009,7189,8490.95%+131
MOBILEYE GLOBAL INC(MBLY)41,00059,000+18,0001,7761,8970.18%+121
PERRIGO CO PLC(PRGO)90,00090,00003,8313,9230.38%+93
PIMCO DYNAMIC INCOME OPRNTS(PDO)54,00054,00008749630.09%+89
NABORS INDUSTRIES LTD(NBR)8,2008,20008859560.09%+71
CROWN HLDGS INC(CCK)190,000221,000+31,00017,49717,5161.70%+19
ALEXANDRIA REAL ESTATE EQ IN10,0629,662-4001,6871,6870.16%-0
AMERESCO INC55,00072,000+17,0001,7421,7370.17%-4
PATTERSON COS INC103,800103,80003,9063,8870.38%-19
AGREE RLTY CORP15,20016,100+9001,2661,2450.12%-20
CUBESMART(CUBE)365,613371,713+6,10017,12017,0931.66%-27
HANNON ARMSTRONG SUST INFR C(HASI)115,000110,000-5,0003,1723,1240.30%-48
AMERICAN TOWER CORP NEW(AMT)4,9964,496-5001,4261,2030.12%-223
WESCO INTL INC(WCC)101,800101,800017,70117,4361.69%-265
ORMAT TECHNOLOGIES INC(ORA)44,00046,000+2,0003,3353,0450.30%-290
CHARGEPOINT HOLDINGS INC0250,000+250,00004750.05%+475
EQUINIX INC(EQIX)3,3322,892-4403,5493,2320.31%-317
SBA COMMUNICATIONS CORP NEW(SBAC)4,3003,600-7001,4431,0560.10%-386
COCA COLA CONS INC(COKE)5,0605,06006,2135,8000.56%-413
IONIS PHARMACEUTICALS INC(IONS)56,00056,00003,7473,2870.32%-460
KITE RLTY GROUP TR(KRG)024,064+24,06407060.07%+706
SHELL PLC(SHEL)372,000357,000-15,00024,47823,9332.32%-544
BLOOM ENERGY CORP150,000145,000-5,0002,2201,6300.16%-590
AVALONBAY CMNTYS INC10,5507,750-2,8002,6121,9470.19%-665
ELECTRONIC ARTS INC(EA)162,400162,400022,21821,5462.09%-672
ROYAL BK CDA(RY)0198,935+198,935027,1792.63%+27,179
FLUENCE ENERGY INC(FLNC)100,00095,000-5,0002,3851,6470.16%-738
EXTRA SPACE STORAGE INC(EXR)14,56011,760-2,8003,0872,3410.23%-746
AMERICAN WTR WKS CO INC NEW32,00028,000-4,0004,2243,4220.33%-802
VISA INC(V)106,00096,000-10,00027,59726,7922.60%-805
UNITEDHEALTH GROUP INC(UNH)27,90027,900014,68913,8021.34%-886
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
210,000195,800-14,2005,5274,5540.44%-973
BALLARD PWR SYS INC NEW270,0000-270,0001,0020-1,002
STANTEC INC(STN)79,79466,494-13,3008,4887,4780.72%-1,011
PROLOGIS INC.(PLD)171,366167,413-3,95324,23523,1112.24%-1,124
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