Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$952.97M
Total Bought
$75.28M
Total Sold
$98.99M
Net Transaction
-$23.71M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BECTON DICKINSON & CO(BDX)035,000+35,00008,5340.90%+8,534
ADOBE INC(ADBE)029,000+29,000017,3011.82%+17,301
PROLOGIS INC.(PLD)155,452171,366+15,91418,96224,2352.54%+5,273
WESCO INTL INC(WCC)0101,800+101,800017,7011.86%+17,701
CUBESMART(CUBE)317,313365,613+48,30012,27817,1201.80%+4,842
WEST FRASER TIMBER CO LTD(WFG)041,700+41,70004,7270.50%+4,727
ROSS STORES INC(ROST)171,300171,300019,34823,7062.49%+4,358
UNION PAC CORP(UNP)90,80090,800018,49022,3022.34%+3,813
HYATT HOTELS CORP(H)152,500152,500016,17719,8882.09%+3,710
ALLIANCEBERNSTEIN HLDG L P(AB)089,000+89,00003,6530.38%+3,653
MICROSOFT CORP(MSFT)58,16058,160018,36421,8702.29%+3,506
VISA INC(V)0106,000+106,000027,5972.90%+27,597
EQUIFAX INC(EFX)012,000+12,00002,9670.31%+2,967
ELECTRONIC ARTS INC(EA)0162,400+162,400022,2182.33%+22,218
REALTY INCOME CORP(O)034,900+34,90002,6500.28%+2,650
AT&T INC(T)1,468,7001,468,700022,06024,6452.59%+2,585
FIRST SOLAR INC(FSLR)014,500+14,50002,4980.26%+2,498
TAIWAN SEMICONDUCTOR MFG LTD(TSM)121,000121,000014,21616,6441.75%+2,427
PERRIGO CO PLC(PRGO)34,00090,000+56,0001,4693,8310.40%+2,362
S&P GLOBAL INC(SPGI)31,30031,300011,43713,7881.45%+2,351
RESIDEO TECHNOLOGIES INC(REZI)73,600152,600+79,0001,5723,7980.40%+2,226
KIMCO RLTY CORP(KIM)077,500+77,50002,1840.23%+2,184
IONIS PHARMACEUTICALS INC(IONS)30,00056,000+26,0001,8403,7470.39%+1,907
CARTERS INC(CRI)19,10037,100+18,0001,7863,6750.39%+1,889
COCA COLA CONS INC(COKE)5,0605,06004,3536,2130.65%+1,860
SHELL PLC(SHEL)352,000372,000+20,00022,66224,4782.57%+1,816
INTERNATIONAL FLAVORS&FRAGRA(IFF)136,600136,60009,31211,0611.16%+1,748
BLACKROCK INC(BLK)010,400+10,40008,4430.89%+8,443
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
180,000210,000+30,0003,9295,5270.58%+1,598
SBA COMMUNICATIONS CORP NEW(SBAC)04,300+4,30001,4430.15%+1,443
GRANITE REAL ESTATE INVT TR117,400127,400+10,0008,4629,7181.02%+1,256
TRICON RESIDENTIAL INC0102,200+102,20001,2300.13%+1,230
GILEAD SCIENCES INC(GILD)191,000191,000014,31415,4731.62%+1,159
BENCHMARK ELECTRS INC(BHE)81,600104,600+23,0002,6763,8240.40%+1,147
BOSTON SCIENTIFIC CORP(BSX)215,000215,000011,35212,4291.30%+1,077
COSTCO WHSL CORP NEW(COST)011,000+11,00007,2610.76%+7,261
SILGAN HLDGS INC(SLGN)62,90077,900+15,0003,6664,6620.49%+996
STANTEC INC(STN)86,10079,794-6,3067,5888,4880.89%+900
EDGEWELL PERS CARE CO(EPC)54,20074,200+20,0002,7083,5950.38%+886
DEERE & CO(DE)038,800+38,800015,5151.63%+15,515
EQUINIX INC(EQIX)2,7823,332+5502,7323,5490.37%+818
BIOGEN INC(BIIB)22,00025,000+3,0005,6546,4690.68%+815
SANMINA CORPORATION(SANM)39,10054,100+15,0002,8693,6760.39%+806
WASTE MGMT INC DEL(WM)29,50029,50004,4975,2830.55%+786
SUN CMNTYS INC(SUI)71,78469,884-1,9008,9869,7661.02%+780
NEXTERA ENERGY PARTNERS LP(XIFR)103,000126,000+23,0003,0593,8320.40%+773
NETFLIX INC(NFLX)7,0007,00002,6433,4080.36%+765
CANADIAN NATL RY CO(CNI)117,800108,400-9,40017,32718,0541.89%+727
CONSTELLATION ENERGY CORP(CEG)40,00043,500+3,5004,3635,0850.53%+722
CROWN HLDGS INC(CCK)0190,000+190,000017,4971.84%+17,497
KKR REAL ESTATE FIN TR INC453,000453,00007,2707,9270.83%+657
PARK HOTELS & RESORTS INC(PK)032,000+32,00006480.07%+648
UNITEDHEALTH GROUP INC(UNH)27,90027,900014,06714,6891.54%+622
CARLISLE COS INC(CSL)11,00011,00002,8523,4370.36%+585
AVALONBAY CMNTYS INC8,80010,550+1,7502,0432,6120.27%+569
HUDSON PAC PPTYS INC045,200+45,20005570.06%+557
CGI INC(GIB)66,80066,80008,9439,4821.00%+539
EXTRA SPACE STORAGE INC(EXR)15,56014,560-1,0002,5583,0870.32%+530
XYLEM INC(XYL)47,00042,000-5,0004,2784,8030.50%+525
BRINKS CO(BCO)25,60025,60002,5142,9780.31%+464
THERMO FISHER SCIENTIFIC INC(TMO)18,50018,50009,3649,8201.03%+455
LOWES COS INC(LOW)26,00026,00005,4045,7860.61%+382
CHENIERE ENERGY INC(LNG)75,60075,600012,54712,9061.35%+359
ABBVIE INC(ABBV)60,00060,00008,9449,2980.98%+355
MOBILEYE GLOBAL INC(MBLY)35,00041,000+6,0001,4541,7760.19%+322
ALEXANDRIA REAL ESTATE EQ IN10,16210,062-1001,3751,6870.18%+312
INFOSYS LTD(INFY)202,000202,00004,6734,9100.52%+238
CAMDEN PPTY TR(CPT)050,000+50,00004,9650.52%+4,965
HEALTHCARE RLTY TR(HR)66,15569,447+3,2921,3661,5830.17%+217
ITRON INC(ITRI)54,00045,000-9,0003,2713,3980.36%+127
BROOKFIELD ASSET MANAGMT LTD(BAM)406,775346,958-59,81718,41118,4651.94%+54
ORMAT TECHNOLOGIES INC(ORA)47,00044,000-3,0003,2863,3350.35%+49
AMERICAN WTR WKS CO INC NEW34,00032,000-2,0004,2104,2240.44%+13
PIMCO DYNAMIC INCOME OPRNTS(PDO)54,00054,00008678740.09%+7
STEM INC490,000535,000+45,0002,0782,0760.22%-2
JABIL INC(JBL)22,50022,50003,8603,7910.40%-69
GALLAGHER ARTHUR J & CO(AJG)41,10041,10009,3689,2430.97%-125
TECK RESOURCES LTD(TECK)82,80082,80004,8404,6380.49%-203
HELMERICH & PAYNE INC(HP)25,90025,90001,4761,2410.13%-236
PATTERSON COS INC103,800103,80004,1603,9060.41%-254
FLUENCE ENERGY INC(FLNC)115,000100,000-15,0002,6442,3850.25%-259
PLUG POWER INC(PLUG)215,000300,000+85,0001,6341,3500.14%-284
PRECISION DRILLING CORP(PDS)16,00016,00001,4561,1510.12%-305
WALMART INC(WMT)0138,400+138,400021,8192.29%+21,819
ARRAY TECHNOLOGIES INC(ARRY)110,000125,000+15,0002,4412,1000.22%-341
DIGITAL RLTY TR INC(DLR)19,78415,884-3,9003,2372,8270.30%-410
WELLTOWER INC(WELL)17,99513,195-4,8001,9931,5740.17%-419
BARINGS BDC INC(BBDC)614,000614,00007,3966,9680.73%-429
BLOOM ENERGY CORP200,000150,000-50,0002,6522,2200.23%-432
NABORS INDUSTRIES LTD(NBR)8,2008,20001,3658850.09%-480
VENTAS INC(VTR)36,20024,000-12,2002,0621,5820.17%-480
AMERESCO INC58,00055,000-3,0002,2361,7420.18%-495
HANNON ARMSTRONG SUST INFR C(HASI)175,000115,000-60,0003,7103,1720.33%-538
AMERICAN TOWER CORP NEW(AMT)8,8964,996-3,9001,9781,4260.15%-551
BALLARD PWR SYS INC NEW425,000270,000-155,0001,5721,0020.11%-569
BEAM GLOBAL80,0000-80,0005900-590
SUNRUN INC(RUN)220,000110,000-110,0002,7632,1590.23%-604
VICI PPTYS INC(VICI)61,18542,185-19,0002,4071,7790.19%-629
INVITATION HOMES INC(INVH)46,97330,548-16,4252,0131,3780.14%-634
AGREE RLTY CORP25,50015,200-10,3001,9041,2660.13%-639
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