Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.06B
Total Bought
$137.54M
Total Sold
$319.55M
Net Transaction
-$182.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KLA CORP(KLAC)022,000+22,000013,8631.31%+13,863
BCE INC(BCE)0387,800+387,800012,9211.22%+12,921
CANADIAN PACIFIC KANSAS CITY(CP)0121,800+121,800012,6771.20%+12,677
LULULEMON ATHLETICA INC(LULU)032,000+32,000012,2371.16%+12,237
ISHARES TR
GLOBAL REIT ETF
623,300978,300+355,00022,49533,7153.19%+11,220
AMAZON COM INC(AMZN)66,00093,000+27,00012,29820,4031.93%+8,105
GRANITE REAL ESTATE INVT TR(GRTUF)0110,500+110,50007,7080.73%+7,708
BROADCOM INC(AVGO)109,000109,000018,80325,2712.39%+6,468
SHOPIFY INC(SHOP)296,000240,571-55,42932,07236,8053.49%+4,733
LAMB WESTON HLDGS INC(LW)100,000167,300+67,3006,47411,1811.06%+4,707
CANADIAN NATL RY CO(CNI)192,500239,600+47,10030,48634,9743.31%+4,488
AFFILIATED MANAGERS GROUP IN016,000+16,00004,2540.40%+4,254
ATS CORPORATION(ATS)381,100427,300+46,20014,95418,7331.77%+3,778
NETFLIX INC(NFLX)17,00017,000012,05815,1521.43%+3,095
ALPHABET INC(GOOG)0122,900+122,900023,2652.20%+23,265
DUN & BRADSTREET HLDGS INC0160,000+160,00002,8660.27%+2,866
FOOT LOCKER INC091,000+91,00002,8470.27%+2,847
WALMART INC(WMT)280,200280,200022,62625,3162.40%+2,690
PATTERSON COS INC176,800176,80005,2217,8440.74%+2,623
REGENCY CTRS CORP(REG)022,500+22,50002,3920.23%+2,392
SERVICENOW INC(NOW)14,00014,000012,52114,8421.41%+2,320
RESIDEO TECHNOLOGIES INC(REZI)205,600229,600+24,0005,5997,6090.72%+2,010
UNITEDHEALTH GROUP INC(UNH)36,40045,400+9,00021,28222,9662.17%+1,684
SUNSTONE HOTEL INVS INC NEW(SHO)091,924+91,92401,5650.15%+1,565
RYMAN HOSPITALITY PPTYS INC(RHP)010,305+10,30501,5460.15%+1,546
EQUIFAX INC(EFX)47,00060,000+13,00013,81115,2911.45%+1,480
CASEYS GEN STORES INC(CASY)62,10062,100023,33224,6062.33%+1,274
TORONTO DOMINION BK ONT(TD)441,602510,002+68,40037,76639,0303.70%+1,265
MACERICH CO(MAC)039,884+39,88401,1420.11%+1,142
SILGAN HLDGS INC(SLGN)96,900105,900+9,0006,8797,9250.75%+1,046
EQUITY RESIDENTIAL(EQR)15,82825,198+9,3701,5942,6000.25%+1,006
ALLIANCEBERNSTEIN HLDG L P(AB)155,000155,00007,3138,2660.78%+953
EQUINIX INC(EQIX)3,3013,561+2603,9624,8270.46%+865
BLOOM ENERGY CORP175,000110,000-65,0001,8482,4430.23%+595
META PLATFORMS INC(META)43,50043,500024,90125,4702.41%+569
BOSTON SCIENTIFIC CORP(BSX)102,300102,30008,5739,1370.87%+565
INVITATION HOMES INC(INVH)46,34860,048+13,7002,2102,7600.26%+550
JABIL INC(JBL)39,50033,500-6,0006,4006,9310.66%+531
AVALONBAY CMNTYS INC9,45010,650+1,2002,8783,3680.32%+490
ELECTRONIC ARTS INC(EA)147,400147,400021,14321,5652.04%+422
TETRA TECH INC NEW(TTEK)47,50065,000+17,5002,2402,5900.25%+350
SANMINA CORPORATION(SANM)61,10055,100-6,0005,6555,9950.57%+339
INTUITIVE SURGICAL INC11,00011,00005,4045,7420.54%+338
PERRIGO CO PLC(PRGO)159,000159,00005,6395,8770.56%+238
CGI INC(GIB)134,500134,500020,93121,1542.00%+223
COCA COLA CONS INC(COKE)5,0605,06009,0079,1660.87%+159
DIGITAL RLTY TR INC(DLR)20,75218,352-2,4004,5414,6790.44%+138
PRECISION DRILLING CORP(PDS)28,00028,00002,3322,4620.23%+130
HELMERICH & PAYNE INC(HP)25,90025,90001,0651,1920.11%+127
GALLAGHER ARTHUR J & CO(AJG)37,60037,600010,58010,6731.01%+93
ROSS STORES INC(ROST)79,30079,300011,93511,9961.14%+60
WELLTOWER INC(WELL)19,79518,695-1,1003,4273,3880.32%-39
CBRE GROUP INC(CBRE)10,0248,624-1,4001,6871,6280.15%-59
EDGEWELL PERS CARE CO(EPC)110,200110,20005,4155,3240.50%-92
BROOKFIELD ASSET MANAGMT LTD(BAM)268,358218,658-49,70017,15917,0471.61%-112
NABORS INDUSTRIES LTD(NBR)23,20023,20002,0221,9070.18%-116
AGREE RLTY CORP22,40021,346-1,0542,2822,1620.20%-120
ESSENTIAL PPTYS RLTY TR INC41,06139,417-1,6441,8961,7730.17%-123
NEXTERA ENERGY INC(NEE)40,50046,000+5,5003,4233,2980.31%-126
ENPHASE ENERGY INC(ENPH)20,00031,000+11,0002,2602,1290.20%-131
QUANTA SVCS INC9,0008,000-1,0002,6832,5280.24%-155
NEXTRACKER INC51,00048,000-3,0001,9111,7530.17%-158
SONIDA SENIOR LIVING INC(SNDA)58,28658,28602,1071,9340.18%-173
VISA INC(V)95,00082,000-13,00026,12025,9152.45%-205
BENCHMARK ELECTRS INC(BHE)104,60092,600-12,0006,2696,0440.57%-224
AMERICAN WTR WKS CO INC NEW12,50012,50001,8281,5560.15%-272
DEERE & CO(DE)52,80051,300-1,50022,03521,7362.06%-299
CARETRUST REIT INC(CTRE)30,30524,505-5,8001,2659530.09%-312
CAMECO CORP(CCJ)45,50036,000-9,5002,1741,8510.18%-323
IONIS PHARMACEUTICALS INC(IONS)87,00087,00004,7134,3730.41%-340
VICI PPTYS INC(VICI)54,98550,085-4,9002,4772,1030.20%-373
SUNRUN INC(RUN)102,000158,000+56,0001,8421,4620.14%-381
LXP INDUSTRIAL TRUST(LXP)100,43183,031-17,4001,3659690.09%-395
XYLEM INC(XYL)21,00020,000-1,0002,8362,3200.22%-515
PARK HOTELS & RESORTS INC(PK)29,5780-29,5785640-564
ITRON INC(ITRI)36,00030,000-6,0003,8453,2570.31%-588
HA SUSTAINABLE INFRA CAP INC(HASI)95,000100,000+5,0003,2752,6830.25%-592
MICROSOFT CORP(MSFT)69,16069,160029,76029,1512.76%-609
LOWES COS INC(LOW)26,00026,00007,0426,4170.61%-625
AMERICAN TOWER CORP NEW(AMT)8,2817,481-8002,6041,9730.19%-631
PUBLIC STORAGE OPER CO(PSA)8,5508,290-2604,2073,5690.34%-638
FLUENCE ENERGY INC(FLNC)81,00075,000-6,0001,8401,1910.11%-649
REXFORD INDL RLTY INC(REXR)28,31022,010-6,3001,9261,2230.12%-703
CARTERS INC(CRI)71,10071,10006,2475,5400.52%-708
AMERESCO INC53,00055,000+2,0002,0111,2910.12%-719
ORMAT TECHNOLOGIES INC(ORA)44,00038,500-5,5003,3852,6070.25%-778
LINEAGE INC(LINE)8,4000-8,4008900-890
CONSTELLATION ENERGY CORP(CEG)15,50014,000-1,5004,0303,1320.30%-898
BRINKS CO(BCO)41,60041,60006,5055,5490.53%-956
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
144,000135,000-9,0004,0623,0740.29%-987
KITE RLTY GROUP TR(KRG)34,1670-34,1671,2270-1,227
HYATT HOTELS CORP(H)0116,500+116,500018,2881.73%+18,288
BECTON DICKINSON & CO(BDX)52,00049,500-2,50012,53711,2301.06%-1,307
FIRST SOLAR INC(FSLR)15,50014,000-1,5003,8662,4670.23%-1,399
UNION PAC CORP(UNP)84,80084,800020,90219,3381.83%-1,564
KIMCO RLTY CORP(KIM)69,90917,509-52,4002,1955900.06%-1,605
AMERICAN HEALTHCARE REIT INC(AHR)55,0000-55,0001,9410-1,941
PROLOGIS INC.(PLD)157,418162,545+5,12720,69818,2701.73%-2,427
TELUS CORPORATION(TU)1,060,8191,093,119+32,30024,07021,3052.02%-2,765
WESCO INTL INC(WCC)108,30075,300-33,00018,19213,6261.29%-4,566
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