Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.26B
Total Bought
$150.15M
Total Sold
$77.81M
Net Transaction
+$72.34M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROADCOM INC(AVGO)0109,000+109,000018,8031.49%+18,803
ATS CORPORATION(ATS)0381,100+381,100014,9541.19%+14,954
ISHARES TR
GLOBAL REIT ETF
307,300623,300+316,0009,77622,4951.79%+12,719
TORONTO DOMINION BK ONT(TD)0441,602+441,602037,7663.00%+37,766
CANADIAN NATL RY CO(CNI)133,200192,500+59,30021,53330,4862.42%+8,953
SHOPIFY INC(SHOP)261,100296,000+34,90023,60632,0722.55%+8,466
TELUS CORPORATION(TU)781,8191,060,819+279,00016,19124,0701.91%+7,879
LAMB WESTON HLDGS INC(LW)0100,000+100,00006,4740.51%+6,474
TC ENERGY CORP(TRP)0555,796+555,796035,7322.84%+35,732
UNITEDHEALTH GROUP INC(UNH)30,40036,400+6,00015,48221,2821.69%+5,801
META PLATFORMS INC(META)39,00043,500+4,50019,66524,9011.98%+5,237
CROWN HLDGS INC(CCK)0221,000+221,000021,1891.68%+21,189
AT&T INC(T)1,368,7001,368,700026,15630,1112.39%+3,956
MICROSOFT CORP(MSFT)58,16069,160+11,00025,99529,7602.36%+3,765
VISA INC(V)095,000+95,000026,1202.07%+26,120
WALMART INC(WMT)280,200280,200018,97222,6261.80%+3,654
BANK NOVA SCOTIA HALIFAX2,300,0002,000,000-300,000143,934147,38011.70%+3,446
DEERE & CO(DE)49,80052,800+3,00018,60722,0351.75%+3,428
CARTERS INC(CRI)071,100+71,10006,2470.50%+6,247
CUBESMART(CUBE)0354,000+354,000019,0561.51%+19,056
BRINKS CO(BCO)25,60041,600+16,0003,5876,5050.52%+2,918
PROLOGIS INC.(PLD)0157,418+157,418020,6981.64%+20,698
JABIL INC(JBL)25,50039,500+14,0003,7966,4000.51%+2,604
BROOKFIELD ASSET MANAGMT LTD(BAM)0268,358+268,358017,1591.36%+17,159
INFOSYS LTD(INFY)559,000559,000014,24216,8331.34%+2,591
EQUIFAX INC(EFX)47,00047,000011,39613,8111.10%+2,416
GILEAD SCIENCES INC(GILD)156,000156,000010,70313,0791.04%+2,376
SILGAN HLDGS INC(SLGN)77,90096,900+19,0004,5126,8790.55%+2,367
ALLIANCEBERNSTEIN HLDG L P(AB)107,000155,000+48,0004,9477,3130.58%+2,366
CASEYS GEN STORES INC(CASY)55,00062,100+7,10020,98623,3321.85%+2,346
PERRIGO CO PLC(PRGO)100,000159,000+59,0003,5145,6390.45%+2,126
ROYAL BK CDA(RY)198,935183,635-15,30028,97530,9982.46%+2,023
CGI INC(GIB)138,900134,500-4,40018,96720,9311.66%+1,964
GRANITE REAL ESTATE INVT TR0127,400+127,400010,4000.83%+10,400
UNION PAC CORP(UNP)84,80084,800019,18720,9021.66%+1,715
SUN CMNTYS INC(SUI)106,184106,184013,16314,7641.17%+1,601
RESIDEO TECHNOLOGIES INC(REZI)152,600205,600+53,0004,0845,5990.44%+1,515
SERVICENOW INC(NOW)14,00014,000011,01312,5210.99%+1,508
COCA COLA CONS INC(COKE)5,0605,06007,5129,0070.72%+1,495
PUBLIC STORAGE OPER CO(PSA)7,2508,550+1,3002,8544,2070.33%+1,353
LOWES COS INC(LOW)26,00026,00005,7327,0420.56%+1,310
WESCO INTL INC(WCC)108,300108,300017,16818,1921.44%+1,025
FLUENCE ENERGY INC(FLNC)50,00081,000+31,0008671,8400.15%+973
PATTERSON COS INC130,800176,800+46,0004,3175,2210.41%+904
LINEAGE INC(LINE)08,400+8,40008900.07%+890
FIRST SOLAR INC(FSLR)13,50015,500+2,0003,0443,8660.31%+823
EQUINIX INC(EQIX)3,0413,301+2603,1483,9620.31%+814
QUANTA SVCS INC7,5009,000+1,5001,9062,6830.21%+778
AMERICAN TOWER CORP NEW(AMT)6,8818,281+1,4001,8302,6040.21%+774
SONIDA SENIOR LIVING INC(SNDA)35,68658,286+22,6001,3432,1070.17%+765
DIGITAL RLTY TR INC(DLR)18,20220,752+2,5503,7874,5410.36%+754
SANMINA CORPORATION(SANM)54,10061,100+7,0004,9045,6550.45%+751
TETRA TECH INC NEW(TTEK)7,50047,500+40,0001,5342,2400.18%+707
NEXTERA ENERGY INC(NEE)38,50040,500+2,0002,7263,4230.27%+697
BOSTON SCIENTIFIC CORP(BSX)102,300102,30007,8788,5730.68%+695
CAMECO CORP(CCJ)31,00045,500+14,5001,5252,1740.17%+649
CBRE GROUP INC(CBRE)8,62410,024+1,4001,0521,6870.13%+636
AMERICAN HEALTHCARE REIT INC(AHR)65,30055,000-10,3001,3051,9410.15%+636
BENCHMARK ELECTRS INC(BHE)104,600104,60005,6486,2690.50%+621
NETFLIX INC(NFLX)17,00017,000011,47312,0580.96%+585
ORMAT TECHNOLOGIES INC(ORA)40,00044,000+4,0002,8683,3850.27%+517
INTUITIVE SURGICAL INC11,00011,00004,8935,4040.43%+511
VICI PPTYS INC(VICI)50,28554,985+4,7001,9712,4770.20%+506
AGREE RLTY CORP21,00022,400+1,4001,7802,2820.18%+502
HA SUSTAINABLE INFRA CAP INC(HASI)95,00095,00002,8123,2750.26%+463
AVALONBAY CMNTYS INC8,5509,450+9002,4202,8780.23%+458
ESSENTIAL PPTYS RLTY TR INC37,96141,061+3,1001,4391,8960.15%+457
EDGEWELL PERS CARE CO(EPC)90,200110,200+20,0004,9605,4150.43%+455
CONSTELLATION ENERGY CORP(CEG)015,500+15,50004,0300.32%+4,030
ROSS STORES INC(ROST)79,30079,300011,52411,9350.95%+412
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
148,000144,000-4,0003,6614,0620.32%+400
BECTON DICKINSON & CO(BDX)52,00052,000012,15312,5371.00%+384
CARETRUST REIT INC(CTRE)26,20530,305+4,1009001,2650.10%+365
KIMCO RLTY CORP(KIM)69,90969,90901,8612,1950.17%+334
AMERESCO INC61,00053,000-8,0001,7572,0110.16%+253
REXFORD INDL RLTY INC(REXR)28,31028,31001,7271,9260.15%+199
ITRON INC(ITRI)38,00036,000-2,0003,7603,8450.31%+85
NEXTRACKER INC39,00051,000+12,0001,8281,9110.15%+83
BLOOM ENERGY CORP145,000175,000+30,0001,7751,8480.15%+73
LXP INDUSTRIAL TRUST(LXP)103,731100,431-3,3001,2941,3650.11%+70
SUNRUN INC(RUN)150,000102,000-48,0001,7791,8420.15%+63
WELLTOWER INC(WELL)23,99519,795-4,2003,4233,4270.27%+4
XYLEM INC(XYL)21,00021,00002,8482,8360.23%-13
ENPHASE ENERGY INC(ENPH)23,00020,000-3,0002,2932,2600.18%-33
BARINGS BDC INC(BBDC)614,000614,00008,1758,1360.65%-38
KITE RLTY GROUP TR(KRG)41,86734,167-7,7001,2821,2270.10%-55
GALLAGHER ARTHUR J & CO(AJG)41,10037,600-3,50010,65810,5800.84%-78
IONIS PHARMACEUTICALS INC(IONS)74,00087,000+13,0004,8264,7130.37%-113
HELMERICH & PAYNE INC(HP)25,90025,90001,2811,0650.08%-215
NABORS INDUSTRIES LTD(NBR)23,20023,20002,2592,0220.16%-236
TAIWAN SEMICONDUCTOR MFG LTD(TSM)91,00091,000021,64221,3701.70%-272
INVITATION HOMES INC(INVH)51,34846,348-5,0002,5222,2100.18%-312
PRECISION DRILLING CORP(PDS)28,00028,00002,6942,3320.19%-361
EQUITY RESIDENTIAL(EQR)21,32815,828-5,5002,0241,5940.13%-430
AMAZON COM INC(AMZN)66,00066,000012,75512,2980.98%-457
HDFC BANK LTD(HDB)134,000134,000011,79511,3360.90%-459
PARK HOTELS & RESORTS INC(PK)50,67829,578-21,1001,0395640.04%-475
AMERICAN WTR WKS CO INC NEW19,00012,500-6,5002,4541,8280.15%-626
ARRAY TECHNOLOGIES INC(ARRY)000000
ELECTRONIC ARTS INC(EA)162,400147,400-15,00022,62721,1431.68%-1,484
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