Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.07B
Total Bought
$188.14M
Total Sold
$215.91M
Net Transaction
-$27.77M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BANK NOVA SCOTIA HALIFAX2,300,0002,535,100+235,100109,092140,15613.14%+31,064
WASTE CONNECTIONS INC(WCN)0117,400+117,400021,9232.06%+21,923
CANADIAN NAT RES LTD(CNQ)0575,900+575,900018,0971.70%+18,097
TELUS CORPORATION(TU)02,053,419+2,053,419032,9723.09%+32,972
TORONTO DOMINION BK ONT(TD)0617,602+617,602045,4184.26%+45,418
TJX COS INC NEW(TJX)096,000+96,000011,8551.11%+11,855
PEMBINA PIPELINE CORP(PBA)0305,400+305,400011,4651.07%+11,465
BROADCOM INC(AVGO)0118,800+118,800032,7473.07%+32,747
COCA COLA CO(KO)0130,000+130,00009,1980.86%+9,198
MICROSOFT CORP(MSFT)73,56073,560027,61436,5893.43%+8,976
SUN LIFE FINANCIAL INC.(SLF)174,200277,300+103,1009,97418,4481.73%+8,474
AMAZON COM INC(AMZN)0115,800+115,800025,4052.38%+25,405
UNITED RENTALS INC(URI)09,200+9,20006,9310.65%+6,931
META PLATFORMS INC(META)039,500+39,500029,1552.73%+29,155
SERVICENOW INC(NOW)22,00022,000017,51522,6182.12%+5,103
TAIWAN SEMICONDUCTOR MFG LTD(TSM)67,00067,000011,12215,1751.42%+4,053
INTUITIVE SURGICAL INC22,00026,600+4,60010,89614,4551.36%+3,559
LINDE PLC(LIN)33,30039,800+6,50015,50618,6731.75%+3,168
NVIDIA CORPORATION(NVDA)53,00053,00005,7448,3730.78%+2,629
BCE INC(BCE)497,200632,400+135,20011,41614,0221.31%+2,606
ALPHABET INC(GOOG)0113,900+113,900020,0731.88%+20,073
CROWN HLDGS INC(CCK)175,000175,000015,62118,0221.69%+2,401
WALMART INC(WMT)0240,200+240,200023,4872.20%+23,487
INFOSYS LTD(INFY)559,000680,000+121,00010,20212,6001.18%+2,399
HYATT HOTELS CORP(H)138,500138,500016,96619,3421.81%+2,375
IDEXX LABS INC(IDXX)39,30034,800-4,50016,50418,6651.75%+2,161
UNION PAC CORP(UNP)84,20094,200+10,00019,89121,6742.03%+1,782
DEERE & CO(DE)43,50043,500020,41722,1192.07%+1,703
TC ENERGY CORP(TRP)0257,696+257,696012,5781.18%+12,578
DIGITAL RLTY TR INC(DLR)017,732+17,73203,0910.29%+3,091
STANTEC INC(STN)59,10059,10004,9016,4290.60%+1,529
SIMON PPTY GROUP INC NEW(SPG)08,550+8,55001,3740.13%+1,374
BENCHMARK ELECTRS INC(BHE)92,600124,600+32,0003,5224,8380.45%+1,317
CUBESMART(CUBE)289,000320,300+31,30012,34313,6131.28%+1,270
SANMINA CORPORATION(SANM)55,10055,10004,1985,3900.51%+1,193
RESIDEO TECHNOLOGIES INC(REZI)0229,600+229,60005,0650.47%+5,065
FOOT LOCKER INC91,00091,00001,2832,2300.21%+946
XYLEM INC(XYL)16,50022,000+5,5001,9712,8460.27%+875
IONIS PHARMACEUTICALS INC(IONS)87,00087,00002,6253,4370.32%+813
SL GREEN RLTY CORP(SLG)011,596+11,59607180.07%+718
AFFILIATED MANAGERS GROUP IN22,00022,00003,6974,3290.41%+632
CAMECO CORP(CCJ)41,00031,000-10,0001,6882,3020.22%+613
HILTON WORLDWIDE HLDGS INC(HLT)3,6805,440+1,7608371,4490.14%+612
ORMAT TECHNOLOGIES INC(ORA)30,00032,500+2,5002,1232,7220.26%+599
AMERICAN WTR WKS CO INC NEW14,50019,500+5,0002,1392,7130.25%+574
FIRST SOLAR INC(FSLR)14,00014,00001,7702,3180.22%+548
PROLOGIS INC.(PLD)158,339173,544+15,20517,70118,2431.71%+542
CONSTELLATION ENERGY CORP(CEG)11,5008,500-3,0002,3192,7430.26%+425
HUDSON PAC PPTYS INC0143,100+143,10003920.04%+392
GRANITE REAL ESTATE INVT TR(GRTUF)090,500+90,50004,5970.43%+4,597
JABIL INC(JBL)33,50022,500-11,0004,5584,9070.46%+349
NEXTERA ENERGY INC(NEE)33,00038,500+5,5002,3392,6730.25%+333
VENTAS INC(VTR)17,00023,770+6,7701,1691,5010.14%+332
EASTGROUP PPTYS INC(EGP)4,0006,200+2,2007051,0360.10%+332
VISA INC(V)71,00071,000024,88325,2092.36%+326
SILGAN HLDGS INC(SLGN)105,900105,90005,4145,7380.54%+324
QUANTA SVCS INC9,5007,000-2,5002,4152,6470.25%+232
NETFLIX INC(NFLX)17,00012,000-5,00015,85316,0701.51%+217
CBRE GROUP INC(CBRE)9,12410,055+9311,1931,4090.13%+216
WELLTOWER INC(WELL)19,50220,642+1,1402,9883,1730.30%+185
ADOBE INC(ADBE)44,20044,200016,95217,1001.60%+148
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
120,000110,000-10,0002,6582,8040.26%+146
BRINKS CO(BCO)41,60041,60003,5843,7140.35%+130
INVITATION HOMES INC(INVH)55,11861,231+6,1131,9212,0080.19%+88
WALGREENS BOOTS ALLIANCE INC190,000190,00002,1222,1810.20%+59
NNN REIT INC(NNN)20,60021,506+9068799290.09%+50
DUN & BRADSTREET HLDGS INC267,000267,00002,3872,4270.23%+40
PRECISION DRILLING CORP(PDS)28,00028,00001,3021,3260.12%+24
AGREE RLTY CORP19,04620,296+1,2501,4701,4830.14%+13
HIGHWOODS PPTYS INC(HIW)19,80019,160-6405875960.06%+9
VERTIV HOLDINGS CO(VRT)16,0009,000-7,0001,1551,1560.11%0
VICI PPTYS INC(VICI)53,18552,537-6481,7351,7130.16%-22
CAMDEN PPTY TR(CPT)14,50015,471+9711,7731,7430.16%-30
SONIDA SENIOR LIVING INC(SNDA)60,26954,977-5,2921,4041,3720.13%-32
EQUITY RESIDENTIAL(EQR)33,52834,943+1,4152,4002,3580.22%-42
REGENCY CTRS CORP(REG)17,90017,90001,3201,2750.12%-45
HA SUSTAINABLE INFRA CAP INC(HASI)85,00090,000+5,0002,4852,4170.23%-68
ITRON INC(ITRI)24,00018,500-5,5002,5142,4350.23%-79
BRIXMOR PPTY GROUP INC(BRX)31,49029,060-2,4308367570.07%-79
NEXTRACKER INC25,00017,000-8,0001,0549240.09%-129
PERRIGO CO PLC(PRGO)203,000203,00005,6925,4240.51%-268
HELMERICH & PAYNE INC(HP)25,90025,90006773930.04%-284
ENPHASE ENERGY INC(ENPH)23,00028,000+5,0001,4271,1100.10%-317
NABORS INDUSTRIES LTD(NBR)23,20023,20009686500.06%-318
EQUINIX INC(EQIX)3,9313,486-4453,2052,7730.26%-432
AMERICAN TOWER CORP NEW(AMT)7,2814,881-2,4001,5841,0790.10%-506
SUNSTONE HOTEL INVS INC NEW(SHO)59,3810-59,3815590-559
BLOOM ENERGY CORP73,00035,000-38,0001,4358370.08%-598
CGI INC(GIB)0122,000+122,000012,8101.20%+12,810
TETRA TECH INC NEW(TTEK)62,00030,000-32,0001,8141,0790.10%-735
CARTERS INC(CRI)071,100+71,10002,1420.20%+2,142
MACERICH CO(MAC)47,7640-47,7648200-820
AT&T INC(T)755,400709,400-46,00021,36320,5301.92%-833
FIRST INDL RLTY TR INC(FR)15,6200-15,6208430-843
EDGEWELL PERS CARE CO(EPC)110,200110,20003,4392,5800.24%-860
SUNRUN INC(RUN)149,0000-149,0008730-873
BROOKFIELD ASSET MANAGMT LTD(BAM)0100,558+100,55805,5650.52%+5,565
PUBLIC STORAGE OPER CO(PSA)8,8905,480-3,4102,6611,6080.15%-1,053
ALLIANCEBERNSTEIN HLDG L P(AB)155,000114,000-41,0005,9384,6550.44%-1,283
SUN CMNTYS INC(SUI)10,9840-10,9841,4130-1,413
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