Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.03B
Total Bought
$217.68M
Total Sold
$140.10M
Net Transaction
+$77.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BANK NOVA SCOTIA HALIFAX02,300,000+2,300,0000109,09210.64%+109,092
IDEXX LABS INC(IDXX)039,300+39,300016,5041.61%+16,504
LINDE PLC(LIN)033,300+33,300015,5061.51%+15,506
TAIWAN SEMICONDUCTOR MFG LTD(TSM)067,000+67,000011,1221.08%+11,122
HDFC BANK LTD(HDB)0163,000+163,000010,8301.06%+10,830
INFOSYS LTD(INFY)0559,000+559,000010,2021.00%+10,202
SUN LIFE FINANCIAL INC.(SLF)0174,200+174,20009,9740.97%+9,974
NVIDIA CORPORATION(NVDA)053,000+53,00005,7440.56%+5,744
INTUITIVE SURGICAL INC11,00022,000+11,0005,74210,8961.06%+5,154
STANTEC INC(STN)059,100+59,10004,9010.48%+4,901
DOCEBO INC0119,000+119,00003,4240.33%+3,424
SERVICENOW INC(NOW)14,00022,000+8,00014,84217,5151.71%+2,673
WALGREENS BOOTS ALLIANCE INC0190,000+190,00002,1220.21%+2,122
CAMDEN PPTY TR(CPT)014,500+14,50001,7730.17%+1,773
UNITEDHEALTH GROUP INC(UNH)45,40046,400+1,00022,96624,3022.37%+1,336
VENTAS INC(VTR)017,000+17,00001,1690.11%+1,169
VERTIV HOLDINGS CO(VRT)016,000+16,00001,1550.11%+1,155
KLA CORP(KLAC)22,00022,000013,86314,9561.46%+1,093
NNN REIT INC(NNN)020,600+20,60008790.09%+879
FIRST INDL RLTY TR INC(FR)015,620+15,62008430.08%+843
HILTON WORLDWIDE HLDGS INC(HLT)03,680+3,68008370.08%+837
BRIXMOR PPTY GROUP INC(BRX)031,490+31,49008360.08%+836
EASTGROUP PPTYS INC(EGP)04,000+4,00007050.07%+705
NETFLIX INC(NFLX)17,00017,000015,15215,8531.55%+701
HIGHWOODS PPTYS INC(HIW)019,800+19,80005870.06%+587
AMERICAN WTR WKS CO INC NEW12,50014,500+2,0001,5562,1390.21%+583
UNION PAC CORP(UNP)84,80084,200-60019,33819,8911.94%+554
GALLAGHER ARTHUR J & CO(AJG)37,60032,000-5,60010,67311,0481.08%+375
CUBESMART(CUBE)0289,000+289,000012,3431.20%+12,343
QUANTA SVCS INC8,0009,500+1,5002,5282,4150.24%-114
SUN CMNTYS INC(SUI)010,984+10,98401,4130.14%+1,413
CAMECO CORP(CCJ)36,00041,000+5,0001,8511,6880.16%-162
PERRIGO CO PLC(PRGO)159,000203,000+44,0005,8775,6920.56%-185
HA SUSTAINABLE INFRA CAP INC(HASI)100,00085,000-15,0002,6832,4850.24%-198
EQUITY RESIDENTIAL(EQR)25,19833,528+8,3302,6002,4000.23%-200
MACERICH CO(MAC)39,88447,764+7,8801,1428200.08%-322
CROWN HLDGS INC(CCK)0175,000+175,000015,6211.52%+15,621
XYLEM INC(XYL)20,00016,500-3,5002,3201,9710.19%-349
VICI PPTYS INC(VICI)50,08553,185+3,1002,1031,7350.17%-369
AMERICAN TOWER CORP NEW(AMT)7,4817,281-2001,9731,5840.15%-388
WELLTOWER INC(WELL)18,69519,502+8073,3882,9880.29%-400
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
135,000120,000-15,0003,0742,6580.26%-416
CBRE GROUP INC(CBRE)8,6249,124+5001,6281,1930.12%-435
DUN & BRADSTREET HLDGS INC160,000267,000+107,0002,8662,3870.23%-479
ORMAT TECHNOLOGIES INC(ORA)38,50030,000-8,5002,6072,1230.21%-484
HELMERICH & PAYNE INC(HP)25,90025,90001,1926770.07%-516
SONIDA SENIOR LIVING INC(SNDA)58,28660,269+1,9831,9341,4040.14%-530
AFFILIATED MANAGERS GROUP IN16,00022,000+6,0004,2543,6970.36%-557
PROLOGIS INC.(PLD)162,545158,339-4,20618,27017,7011.73%-570
SUNRUN INC(RUN)158,000149,000-9,0001,4628730.09%-588
KIMCO RLTY CORP(KIM)17,5090-17,5095900-590
EQUIFAX INC(EFX)60,00060,000015,29114,6141.43%-677
AGREE RLTY CORP21,34619,046-2,3002,1621,4700.14%-692
FIRST SOLAR INC(FSLR)14,00014,00002,4671,7700.17%-697
NEXTRACKER INC48,00025,000-23,0001,7531,0540.10%-700
ENPHASE ENERGY INC(ENPH)31,00023,000-8,0002,1291,4270.14%-702
ITRON INC(ITRI)30,00024,000-6,0003,2572,5140.25%-743
TETRA TECH INC NEW(TTEK)65,00062,000-3,0002,5901,8140.18%-776
CONSTELLATION ENERGY CORP(CEG)14,00011,500-2,5003,1322,3190.23%-813
INVITATION HOMES INC(INVH)60,04855,118-4,9302,7601,9210.19%-839
PUBLIC STORAGE OPER CO(PSA)8,2908,890+6003,5692,6610.26%-908
NABORS INDUSTRIES LTD(NBR)23,20023,20001,9079680.09%-939
CARETRUST REIT INC(CTRE)24,5050-24,5059530-953
NEXTERA ENERGY INC(NEE)46,00033,000-13,0003,2982,3390.23%-958
LXP INDUSTRIAL TRUST(LXP)83,0310-83,0319690-969
SUNSTONE HOTEL INVS INC NEW(SHO)91,92459,381-32,5431,5655590.05%-1,006
BLOOM ENERGY CORP110,00073,000-37,0002,4431,4350.14%-1,008
VISA INC(V)82,00071,000-11,00025,91524,8832.43%-1,033
REGENCY CTRS CORP(REG)22,50017,900-4,6002,3921,3200.13%-1,071
PRECISION DRILLING CORP(PDS)28,00028,00002,4621,3020.13%-1,160
FLUENCE ENERGY INC(FLNC)75,0000-75,0001,1910-1,191
CASEYS GEN STORES INC(CASY)62,10053,900-8,20024,60623,3952.28%-1,211
REXFORD INDL RLTY INC(REXR)22,0100-22,0101,2230-1,223
AMERESCO INC55,0000-55,0001,2910-1,291
DEERE & CO(DE)51,30043,500-7,80021,73620,4171.99%-1,319
HYATT HOTELS CORP(H)116,500138,500+22,00018,28816,9661.65%-1,322
ADOBE INC(ADBE)044,200+44,200016,9521.65%+16,952
BCE INC(BCE)387,800497,200+109,40012,92111,4161.11%-1,505
MICROSOFT CORP(MSFT)69,16073,560+4,40029,15127,6142.69%-1,537
RYMAN HOSPITALITY PPTYS INC(RHP)10,3050-10,3051,5460-1,546
FOOT LOCKER INC91,00091,00002,8471,2830.13%-1,564
EQUINIX INC(EQIX)3,5613,931+3704,8273,2050.31%-1,622
IONIS PHARMACEUTICALS INC(IONS)87,00087,00004,3732,6250.26%-1,748
ESSENTIAL PPTYS RLTY TR INC39,4170-39,4171,7730-1,773
ELECTRONIC ARTS INC(EA)147,400136,900-10,50021,56519,7851.93%-1,780
SANMINA CORPORATION(SANM)55,10055,10005,9954,1980.41%-1,797
CANADIAN PACIFIC KANSAS CITY(CP)121,800154,800+33,00012,67710,8681.06%-1,809
ROSS STORES INC(ROST)79,30079,300011,99610,1340.99%-1,862
EDGEWELL PERS CARE CO(EPC)110,200110,20005,3243,4390.34%-1,884
WESCO INTL INC(WCC)75,30075,300013,62611,6941.14%-1,932
BRINKS CO(BCO)41,60041,60005,5493,5840.35%-1,964
LULULEMON ATHLETICA INC(LULU)32,00035,300+3,30012,2379,9920.97%-2,245
LAMB WESTON HLDGS INC(LW)167,300167,300011,1818,9170.87%-2,264
PATTERSON COS INC176,800176,80007,8445,5230.54%-2,321
ALLIANCEBERNSTEIN HLDG L P(AB)155,000155,00008,2665,9380.58%-2,328
COCA COLA CONS INC(COKE)5,0605,06009,1666,8310.67%-2,335
AT&T INC(T)0755,400+755,400021,3632.08%+21,363
JABIL INC(JBL)33,50033,50006,9314,5580.44%-2,373
SILGAN HLDGS INC(SLGN)105,900105,90007,9255,4140.53%-2,511
BENCHMARK ELECTRS INC(BHE)92,60092,60006,0443,5220.34%-2,523
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