NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $952,973 (100.0% shares, 0.0% debt)

Holdings (114)

TRP TC ENERGY CORP 3.1%
Value ($000) $29,327 Shares 566,596 Est. Cost $36.42 Unrealized -9.4%
RY ROYAL BK CDA 2.9%
Value ($000) $27,890 Shares 208,135 Est. Cost $79.45 Unrealized +10.9%
V VISA INC 2.9%
Value ($000) $27,597 Shares 106,000 Est. Cost $169.25 Unrealized +43.4%
TD TORONTO DOMINION BK ONT 2.8%
Value ($000) $26,645 Shares 311,202 Est. Cost $55.88 Unrealized +7.3%
CP CANADIAN PACIFIC KANSAS CITY 2.7%
Value ($000) $26,102 Shares 248,966 Est. Cost $77.51 Unrealized -6.9%
SU SUNCOR ENERGY INC NEW 2.7%
Value ($000) $25,968 Shares 611,722 Est. Cost $21.31 Unrealized +42.4%
T AT&T INC 2.6%
Value ($000) $24,645 Shares 1,468,700 Est. Cost $15.36 Unrealized -7.5%
SHEL SHELL PLC 2.6%
Value ($000) $24,478 Shares 372,000 Est. Cost $54.61 Unrealized
PLD PROLOGIS INC. 2.5%
Value ($000) $24,235 Shares 171,366 Est. Cost $113.70 Unrealized -7.1%
ROST ROSS STORES INC 2.5%
Value ($000) $23,706 Shares 171,300 Est. Cost $90.88 Unrealized +34.0%
CNQ CANADIAN NAT RES LTD 2.4%
Value ($000) $22,628 Shares 260,663 Est. Cost $11.93 Unrealized +150.1%
UNP UNION PAC CORP 2.3%
Value ($000) $22,302 Shares 90,800 Est. Cost $177.12 Unrealized +18.1%
EA ELECTRONIC ARTS INC 2.3%
Value ($000) $22,218 Shares 162,400 Est. Cost $125.01 Unrealized +4.6%
MSFT MICROSOFT CORP 2.3%
Value ($000) $21,870 Shares 58,160 Est. Cost $164.12 Unrealized +113.5%
WMT WALMART INC 2.3%
Value ($000) $21,819 Shares 138,400 Est. Cost $41.93 Unrealized +23.2%
H HYATT HOTELS CORP 2.1%
Value ($000) $19,888 Shares 152,500 Est. Cost $92.47 Unrealized +21.6%
BAM BROOKFIELD ASSET MANAGMT LTD 1.9%
Value ($000) $18,465 Shares 346,958 Est. Cost $28.66 Unrealized +9.8%
TU TELUS CORPORATION 1.9%
Value ($000) $18,435 Shares 781,819 Est. Cost $20.46 Unrealized -15.5%
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $18,054 Shares 108,400 Est. Cost $73.59 Unrealized +47.4%
WCC WESCO INTL INC 1.9%
Value ($000) $17,701 Shares 101,800 Est. Cost $132.66 Unrealized +10.6%
CCK CROWN HLDGS INC 1.8%
Value ($000) $17,497 Shares 190,000 Est. Cost $93.46 Unrealized -11.4%
ADBE ADOBE INC 1.8%
Value ($000) $17,301 Shares 29,000 Est. Cost $496.58 Unrealized +16.1%
CUBE CUBESMART 1.8%
Value ($000) $17,120 Shares 365,613 Est. Cost $45.32 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.7%
Value ($000) $16,644 Shares 121,000 Est. Cost $68.71 Unrealized
DE DEERE & CO 1.6%
Value ($000) $15,515 Shares 38,800 Est. Cost $241.94 Unrealized +50.9%
GILD GILEAD SCIENCES INC 1.6%
Value ($000) $15,473 Shares 191,000 Est. Cost $70.68 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $14,689 Shares 27,900 Est. Cost $284.93 Unrealized +79.4%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $13,788 Shares 31,300 Est. Cost $334.53 Unrealized +16.0%
LNG CHENIERE ENERGY INC 1.4%
Value ($000) $12,906 Shares 75,600 Est. Cost $127.80 Unrealized +34.4%
GOOGL ALPHABET INC 1.3%
Value ($000) $12,838 Shares 91,900 Est. Cost $109.29 Unrealized +22.0%
BSX BOSTON SCIENTIFIC CORP 1.3%
Value ($000) $12,429 Shares 215,000 Est. Cost $36.63 Unrealized +45.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.2%
Value ($000) $11,061 Shares 136,600 Est. Cost $68.77 Unrealized +0.0%
NXPI NXP SEMICONDUCTORS N V 1.1%
Value ($000) $10,864 Shares 47,300 Est. Cost $175.38 Unrealized +10.4%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $9,820 Shares 18,500 Est. Cost $348.53 Unrealized +37.9%
SUI SUN CMNTYS INC 1.0%
Value ($000) $9,766 Shares 69,884 Est. Cost $144.60 Unrealized
GRANITE REAL ESTATE INVT TR 1.0%
Value ($000) $9,718 Shares 127,400 Est. Cost $64.58 Unrealized
GIB CGI INC 1.0%
Value ($000) $9,482 Shares 66,800 Est. Cost $101.60 Unrealized -0.8%
ABBV ABBVIE INC 1.0%
Value ($000) $9,298 Shares 60,000 Est. Cost $135.33 Unrealized +0.3%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $9,243 Shares 41,100 Est. Cost $178.76 Unrealized +30.0%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $8,534 Shares 35,000 Est. Cost $236.50 Unrealized 0.0%
STN STANTEC INC 0.9%
Value ($000) $8,488 Shares 79,794 Est. Cost $58.41 Unrealized
BLACKROCK INC 0.9%
Value ($000) $8,443 Shares 10,400 Est. Cost $694.43 Unrealized
KREF KKR REAL ESTATE FIN TR INC 0.8%
Value ($000) $7,927 Shares 453,000 Est. Cost $11.56 Unrealized
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $7,261 Shares 11,000 Est. Cost $349.88 Unrealized +63.9%
BBDC BARINGS BDC INC 0.7%
Value ($000) $6,968 Shares 614,000 Est. Cost $6.29 Unrealized +10.0%
BIIB BIOGEN INC 0.7%
Value ($000) $6,469 Shares 25,000 Est. Cost $264.85 Unrealized -7.3%
COKE COCA COLA CONS INC 0.7%
Value ($000) $6,213 Shares 5,060 Est. Cost $52.30 Unrealized +34.1%
LOW LOWES COS INC 0.6%
Value ($000) $5,786 Shares 26,000 Est. Cost $133.51 Unrealized +45.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $5,527 Shares 210,000 Est. Cost $37.61 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $5,283 Shares 29,500 Est. Cost $110.23 Unrealized +47.4%
CEG CONSTELLATION ENERGY CORP 0.5%
Value ($000) $5,085 Shares 43,500 Est. Cost $79.87 Unrealized +44.2%
CPT CAMDEN PPTY TR 0.5%
Value ($000) $4,965 Shares 50,000 Est. Cost $101.31 Unrealized -15.9%
INFY INFOSYS LTD 0.5%
Value ($000) $4,910 Shares 202,000 Est. Cost $23.13 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $4,803 Shares 42,000 Est. Cost $87.20 Unrealized +11.7%
WFG WEST FRASER TIMBER CO LTD 0.5%
Value ($000) $4,727 Shares 41,700 Est. Cost $74.04 Unrealized 0.0%
SLGN SILGAN HLDGS INC 0.5%
Value ($000) $4,662 Shares 77,900 Est. Cost $46.78 Unrealized -9.9%
TECK TECK RESOURCES LTD 0.5%
Value ($000) $4,638 Shares 82,800 Est. Cost $41.44 Unrealized -7.3%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $4,224 Shares 32,000 Est. Cost $134.31 Unrealized -10.6%
PATTERSON COS INC 0.4%
Value ($000) $3,906 Shares 103,800 Est. Cost $40.14 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $3,832 Shares 126,000 Est. Cost $55.58 Unrealized -54.2%
PRGO PERRIGO CO PLC 0.4%
Value ($000) $3,831 Shares 90,000 Est. Cost $31.90 Unrealized -6.3%
BHE BENCHMARK ELECTRS INC 0.4%
Value ($000) $3,824 Shares 104,600 Est. Cost $23.93 Unrealized +1.2%
REZI RESIDEO TECHNOLOGIES INC 0.4%
Value ($000) $3,798 Shares 152,600 Est. Cost $18.33 Unrealized -10.7%
JBL JABIL INC 0.4%
Value ($000) $3,791 Shares 22,500 Est. Cost $65.45 Unrealized +93.7%
IONS IONIS PHARMACEUTICALS INC 0.4%
Value ($000) $3,747 Shares 56,000 Est. Cost $44.34 Unrealized +8.0%
SANM SANMINA CORPORATION 0.4%
Value ($000) $3,676 Shares 54,100 Est. Cost $51.29 Unrealized -0.5%
CRI CARTERS INC 0.4%
Value ($000) $3,675 Shares 37,100 Est. Cost $64.04 Unrealized -1.9%
AB ALLIANCEBERNSTEIN HLDG L P 0.4%
Value ($000) $3,653 Shares 89,000 Est. Cost $41.04 Unrealized
EPC EDGEWELL PERS CARE CO 0.4%
Value ($000) $3,595 Shares 74,200 Est. Cost $36.56 Unrealized -7.4%
EQIX EQUINIX INC 0.4%
Value ($000) $3,549 Shares 3,332 Est. Cost $652.69 Unrealized +12.4%
CSL CARLISLE COS INC 0.4%
Value ($000) $3,437 Shares 11,000 Est. Cost $260.64 Unrealized +3.1%
NFLX NETFLIX INC 0.4%
Value ($000) $3,408 Shares 7,000 Est. Cost $22.17 Unrealized +96.9%
ITRI ITRON INC 0.4%
Value ($000) $3,398 Shares 45,000 Est. Cost $71.26 Unrealized -8.7%
ORA ORMAT TECHNOLOGIES INC 0.3%
Value ($000) $3,335 Shares 44,000 Est. Cost $72.22 Unrealized -7.3%
HASI HANNON ARMSTRONG SUST INFR C 0.3%
Value ($000) $3,172 Shares 115,000 Est. Cost $32.07 Unrealized -40.2%
EXR EXTRA SPACE STORAGE INC 0.3%
Value ($000) $3,087 Shares 14,560 Est. Cost $134.22 Unrealized -13.8%
BCO BRINKS CO 0.3%
Value ($000) $2,978 Shares 25,600 Est. Cost $55.21 Unrealized +35.9%
EFX EQUIFAX INC 0.3%
Value ($000) $2,967 Shares 12,000 Est. Cost $199.85 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $2,827 Shares 15,884 Est. Cost $95.05 Unrealized +26.9%
ENPH ENPHASE ENERGY INC 0.3%
Value ($000) $2,775 Shares 21,000 Est. Cost $162.43 Unrealized -34.7%
O REALTY INCOME CORP 0.3%
Value ($000) $2,650 Shares 34,900 Est. Cost $46.49 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.3%
Value ($000) $2,612 Shares 10,550 Est. Cost $168.20 Unrealized -4.0%
FSLR FIRST SOLAR INC 0.3%
Value ($000) $2,498 Shares 14,500 Est. Cost $152.94 Unrealized 0.0%
FLNC FLUENCE ENERGY INC 0.3%
Value ($000) $2,385 Shares 100,000 Est. Cost $17.85 Unrealized +18.0%
BE BLOOM ENERGY CORP 0.2%
Value ($000) $2,220 Shares 150,000 Est. Cost $18.20 Unrealized -31.2%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $2,184 Shares 77,500 Est. Cost $17.01 Unrealized 0.0%
RUN SUNRUN INC 0.2%
Value ($000) $2,159 Shares 110,000 Est. Cost $41.63 Unrealized -69.5%
ARRY ARRAY TECHNOLOGIES INC 0.2%
Value ($000) $2,100 Shares 125,000 Est. Cost $25.02 Unrealized -31.1%
STEM INC 0.2%
Value ($000) $2,076 Shares 535,000 Est. Cost $11.35 Unrealized
VICI VICI PPTYS INC 0.2%
Value ($000) $1,779 Shares 42,185 Est. Cost $26.37 Unrealized -1.7%
MBLY MOBILEYE GLOBAL INC 0.2%
Value ($000) $1,776 Shares 41,000 Est. Cost $38.60 Unrealized +2.0%
AMRC AMERESCO INC 0.2%
Value ($000) $1,742 Shares 55,000 Est. Cost $41.20 Unrealized -26.8%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,687 Shares 10,062 Est. Cost $122.70 Unrealized -22.0%
HR HEALTHCARE RLTY TR 0.2%
Value ($000) $1,583 Shares 69,447 Est. Cost $20.75 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $1,582 Shares 24,000 Est. Cost $41.54 Unrealized +0.5%
WELL WELLTOWER INC 0.2%
Value ($000) $1,574 Shares 13,195 Est. Cost $74.09 Unrealized +12.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $1,443 Shares 4,300 Est. Cost $215.61 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,426 Shares 4,996 Est. Cost $178.28 Unrealized -1.8%
INVH INVITATION HOMES INC 0.1%
Value ($000) $1,378 Shares 30,548 Est. Cost $31.91 Unrealized -6.0%
PLUG PLUG POWER INC 0.1%
Value ($000) $1,350 Shares 300,000 Est. Cost $17.71 Unrealized -70.4%
ADC AGREE RLTY CORP 0.1%
Value ($000) $1,266 Shares 15,200 Est. Cost $68.19 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,241 Shares 25,900 Est. Cost $45.34 Unrealized -14.7%
TRICON RESIDENTIAL INC 0.1%
Value ($000) $1,230 Shares 102,200 Est. Cost $12.04 Unrealized
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $1,229 Shares 40,664 Est. Cost $22.30 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $1,224 Shares 15,128 Est. Cost $54.57 Unrealized -3.2%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,151 Shares 16,000 Est. Cost $67.90 Unrealized -14.9%
REXR REXFORD INDL RLTY INC 0.1%
Value ($000) $1,047 Shares 14,110 Est. Cost $57.27 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $1,047 Shares 30,961 Est. Cost $21.83 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.1%
Value ($000) $1,002 Shares 270,000 Est. Cost $15.63 Unrealized -77.3%
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $885 Shares 8,200 Est. Cost $141.40 Unrealized -31.5%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $874 Shares 54,000 Est. Cost $16.98 Unrealized
CHARGEPOINT HOLDINGS INC 0.1%
Value ($000) $772 Shares 330,000 Est. Cost $18.25 Unrealized
PK PARK HOTELS & RESORTS INC 0.1%
Value ($000) $648 Shares 32,000 Est. Cost $20.24 Unrealized
HUDSON PAC PPTYS INC 0.1%
Value ($000) $557 Shares 45,200 Est. Cost $12.31 Unrealized