Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.12B
Total Bought
$162.44M
Total Sold
$73.60M
Net Transaction
+$88.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BANK NOVA SCOTIA HALIFAX1,500,0002,300,000+800,000105,105143,93412.86%+38,829
SHOPIFY INC(SHOP)0261,100+261,100023,6062.11%+23,606
CGI INC(GIB)66,800138,900+72,1009,98318,9671.69%+8,984
ADOBE INC(ADBE)38,00050,500+12,50019,17528,0552.51%+8,880
EQUIFAX INC(EFX)12,00047,000+35,0003,21011,3961.02%+8,185
NETFLIX INC(NFLX)7,00017,000+10,0004,25111,4731.03%+7,222
HDFC BANK LTD(HDB)69,000134,000+65,0005,23011,7951.05%+6,565
ISHARES TR
GLOBAL REIT ETF
123,300307,300+184,0003,9549,7760.87%+5,822
META PLATFORMS INC(META)29,00039,000+10,00014,08219,6651.76%+5,583
INTUITIVE SURGICAL INC011,000+11,00004,8930.44%+4,893
ALPHABET INC(GOOG)122,900122,900018,54922,3862.00%+3,837
TAIWAN SEMICONDUCTOR MFG LTD(TSM)98,00091,000-7,00018,05521,6421.93%+3,587
CASEYS GEN STORES INC(CASY)55,00055,000017,51520,9861.88%+3,471
AMAZON COM INC(AMZN)54,00066,000+12,0009,74112,7551.14%+3,014
PUBLIC STORAGE OPER CO(PSA)07,250+7,25002,8540.25%+2,854
NEXTERA ENERGY INC(NEE)038,500+38,50002,7260.24%+2,726
SERVICENOW INC(NOW)11,00014,000+3,0008,38611,0130.98%+2,627
CANADIAN NATL RY CO(CNI)108,400133,200+24,80019,33521,5331.92%+2,198
WALMART INC(WMT)0280,200+280,200018,9721.70%+18,972
NEXTRACKER INC039,000+39,00001,8280.16%+1,828
ROYAL BK CDA(RY)198,935198,935027,17928,9752.59%+1,796
COCA COLA CONS INC(COKE)5,0605,06005,8007,5120.67%+1,712
UNITEDHEALTH GROUP INC(UNH)27,90030,400+2,50013,80215,4821.38%+1,679
IONIS PHARMACEUTICALS INC(IONS)56,00074,000+18,0003,2874,8260.43%+1,538
TETRA TECH INC NEW(TTEK)07,500+7,50001,5340.14%+1,534
MICROSOFT CORP(MSFT)58,16058,160024,46925,9952.32%+1,526
BENCHMARK ELECTRS INC(BHE)104,600104,60004,2515,6480.50%+1,397
SONIDA SENIOR LIVING INC(SNDA)035,686+35,68601,3430.12%+1,343
SUNCOR ENERGY INC NEW(SU)611,722611,722030,58031,9012.85%+1,321
NABORS INDUSTRIES LTD(NBR)8,20023,200+15,0009562,2590.20%+1,303
PRECISION DRILLING CORP(PDS)16,00028,000+12,0001,4582,6940.24%+1,236
WELLTOWER INC(WELL)17,69523,995+6,3002,2393,4230.31%+1,184
ELECTRONIC ARTS INC(EA)162,400162,400021,54622,6272.02%+1,082
EDGEWELL PERS CARE CO(EPC)74,20090,200+16,0003,8834,9600.44%+1,078
CBRE GROUP INC(CBRE)08,624+8,62401,0520.09%+1,052
KIMCO RLTY CORP(KIM)069,909+69,90901,8610.17%+1,861
QUANTA SVCS INC4,0007,500+3,5001,0391,9060.17%+866
ALLIANCEBERNSTEIN HLDG L P(AB)89,000107,000+18,0004,1874,9470.44%+760
INFOSYS LTD(INFY)559,000559,000013,57314,2421.27%+669
BIOGEN INC(BIIB)39,50039,50008,5179,1570.82%+640
AMERICAN TOWER CORP NEW(AMT)4,4966,881+2,3851,2031,8300.16%+627
DEERE & CO(DE)43,80049,800+6,00017,99018,6071.66%+616
KITE RLTY GROUP TR(KRG)24,06441,867+17,8037061,2820.11%+576
AGREE RLTY CORP16,10021,000+4,9001,2451,7800.16%+534
CAMECO CORP(CCJ)23,00031,000+8,0009961,5250.14%+529
SUN CMNTYS INC(SUI)95,184106,184+11,00012,68013,1631.18%+483
AVALONBAY CMNTYS INC7,7508,550+8001,9472,4200.22%+473
BARINGS BDC INC(BBDC)614,000614,00007,7338,1750.73%+442
ESSEX PPTY TR INC(ESS)4,3005,000+7001,4261,8620.17%+437
PATTERSON COS INC103,800130,800+27,0003,8874,3170.39%+430
LXP INDUSTRIAL TRUST(LXP)71,331103,731+32,4008711,2940.12%+423
DIGITAL RLTY TR INC(DLR)17,35218,202+8503,3853,7870.34%+402
BRINKS CO(BCO)25,60025,60003,2033,5870.32%+384
GALLAGHER ARTHUR J & CO(AJG)41,10041,100010,27710,6580.95%+381
EQUITY RESIDENTIAL(EQR)19,52821,328+1,8001,6692,0240.18%+355
SANMINA CORPORATION(SANM)54,10054,10004,5554,9040.44%+349
AT&T INC(T)1,468,7001,368,700-100,00025,84926,1562.34%+307
REXFORD INDL RLTY INC(REXR)22,51028,310+5,8001,5331,7270.15%+194
BLOOM ENERGY CORP145,000145,00001,6301,7750.16%+145
MOBILEYE GLOBAL INC(MBLY)59,00072,000+13,0001,8972,0220.18%+125
INVITATION HOMES INC(INVH)50,64851,348+7002,4422,5220.23%+79
AMERESCO INC72,00061,000-11,0001,7371,7570.16%+20
EQUINIX INC(EQIX)2,8923,041+1493,2323,1480.28%-84
ROSS STORES INC(ROST)079,300+79,300011,5241.03%+11,524
ORMAT TECHNOLOGIES INC(ORA)46,00040,000-6,0003,0452,8680.26%-177
AMERICAN HEALTHCARE REIT INC(AHR)75,00065,300-9,7001,4981,3050.12%-193
HELMERICH & PAYNE INC(HP)25,90025,90001,4751,2810.11%-194
WESCO INTL INC(WCC)101,800108,300+6,50017,43617,1681.53%-269
JABIL INC(JBL)22,50025,500+3,0004,0813,7960.34%-286
ITRON INC(ITRI)44,00038,000-6,0004,0713,7600.34%-310
HANNON ARMSTRONG SUST INFR C(HASI)110,00095,000-15,0003,1242,8120.25%-312
ABBVIE INC(ABBV)030,000+30,00005,1460.46%+5,146
VICI PPTYS INC(VICI)58,78550,285-8,5002,3711,9710.18%-401
ESSENTIAL PPTYS RLTY TR INC51,16137,961-13,2001,8471,4390.13%-408
PERRIGO CO PLC(PRGO)90,000100,000+10,0003,9233,5140.31%-409
CHARGEPOINT HOLDINGS INC250,0000-250,0004750-475
PARK HOTELS & RESORTS INC(PK)66,00050,678-15,3221,5631,0390.09%-524
RESIDEO TECHNOLOGIES INC(REZI)152,600152,60004,6334,0840.36%-549
KKR REAL ESTATE FIN TR INC0453,000+453,00005,6100.50%+5,610
SUNRUN INC(RUN)180,000150,000-30,0002,3721,7790.16%-593
SILGAN HLDGS INC(SLGN)77,90077,90005,1234,5120.40%-611
XYLEM INC(XYL)021,000+21,00002,8480.25%+2,848
HUDSON PAC PPTYS INC80,8090-80,8097060-706
BECTON DICKINSON & CO(BDX)52,00052,000012,86712,1531.09%-714
GILEAD SCIENCES INC(GILD)0156,000+156,000010,7030.96%+10,703
ENPHASE ENERGY INC(ENPH)25,00023,000-2,0003,0252,2930.20%-731
TELUS CORPORATION(TU)0781,819+781,819016,1911.45%+16,191
CARETRUST REIT INC(CTRE)50,40526,205-24,2001,6639000.08%-763
FLUENCE ENERGY INC(FLNC)95,00050,000-45,0001,6478670.08%-780
BOSTON SCIENTIFIC CORP(BSX)0102,300+102,30007,8780.70%+7,878
SHELL PLC(SHEL)357,000320,000-37,00023,93323,0982.06%-836
STEM INC000000
LOWES COS INC(LOW)26,00026,00006,6235,7320.51%-891
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
195,800148,000-47,8004,5543,6610.33%-893
UNION PAC CORP(UNP)084,800+84,800019,1871.71%+19,187
STANTEC INC(STN)66,49456,894-9,6007,4786,5160.58%-962
PIMCO DYNAMIC INCOME OPRNTS(PDO)54,0000-54,0009630-963
AMERICAN WTR WKS CO INC NEW28,00019,000-9,0003,4222,4540.22%-968
FIRST SOLAR INC(FSLR)24,00013,500-10,5004,0513,0440.27%-1,007
SBA COMMUNICATIONS CORP NEW(SBAC)3,6000-3,6001,0560-1,056
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