NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $1,031,894 (100.0% shares, 0.0% debt)

Holdings (113)

BNS BANK NOVA SCOTIA HALIFAX 10.2%
Value ($000) $105,105 Shares 1,500,000 Est. Cost $43.77 Unrealized 0.0%
TRP TC ENERGY CORP 3.0%
Value ($000) $30,845 Shares 566,596 Est. Cost $36.42 Unrealized -0.4%
SU SUNCOR ENERGY INC NEW 3.0%
Value ($000) $30,580 Shares 611,722 Est. Cost $21.31 Unrealized +48.6%
TD TORONTO DOMINION BK ONT 2.7%
Value ($000) $27,959 Shares 342,002 Est. Cost $56.29 Unrealized +7.3%
RY ROYAL BK CDA 2.6%
Value ($000) $27,179 Shares 198,935 Est. Cost $79.45 Unrealized +24.2%
V VISA INC 2.6%
Value ($000) $26,792 Shares 96,000 Est. Cost $169.25 Unrealized +60.9%
T AT&T INC 2.5%
Value ($000) $25,849 Shares 1,468,700 Est. Cost $15.36 Unrealized +1.7%
MSFT MICROSOFT CORP 2.4%
Value ($000) $24,469 Shares 58,160 Est. Cost $164.12 Unrealized +143.3%
H HYATT HOTELS CORP 2.4%
Value ($000) $24,342 Shares 152,500 Est. Cost $92.47 Unrealized +51.1%
SHEL SHELL PLC 2.3%
Value ($000) $23,933 Shares 357,000 Est. Cost $54.61 Unrealized
PLD PROLOGIS INC. 2.2%
Value ($000) $23,111 Shares 167,413 Est. Cost $113.70 Unrealized +7.6%
EA ELECTRONIC ARTS INC 2.1%
Value ($000) $21,546 Shares 162,400 Est. Cost $125.01 Unrealized +8.8%
UNP UNION PAC CORP 1.9%
Value ($000) $20,117 Shares 81,800 Est. Cost $177.12 Unrealized +33.0%
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $19,335 Shares 108,400 Est. Cost $73.59 Unrealized +67.2%
ADBE ADOBE INC 1.9%
Value ($000) $19,175 Shares 38,000 Est. Cost $514.72 Unrealized +11.4%
CNQ CANADIAN NAT RES LTD 1.8%
Value ($000) $18,802 Shares 181,963 Est. Cost $11.93 Unrealized +161.3%
GOOGL ALPHABET INC 1.8%
Value ($000) $18,549 Shares 122,900 Est. Cost $117.54 Unrealized +20.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.7%
Value ($000) $18,055 Shares 98,000 Est. Cost $68.71 Unrealized
DE DEERE & CO 1.7%
Value ($000) $17,990 Shares 43,800 Est. Cost $256.85 Unrealized +45.0%
CCK CROWN HLDGS INC 1.7%
Value ($000) $17,516 Shares 221,000 Est. Cost $91.58 Unrealized -12.6%
CASY CASEYS GEN STORES INC 1.7%
Value ($000) $17,515 Shares 55,000 Est. Cost $289.31 Unrealized 0.0%
WCC WESCO INTL INC 1.7%
Value ($000) $17,436 Shares 101,800 Est. Cost $132.66 Unrealized +22.3%
CUBE CUBESMART 1.7%
Value ($000) $17,093 Shares 371,713 Est. Cost $45.33 Unrealized
TU TELUS CORPORATION 1.6%
Value ($000) $16,942 Shares 781,819 Est. Cost $20.46 Unrealized -14.5%
WMT WALMART INC 1.6%
Value ($000) $16,860 Shares 280,200 Est. Cost $49.07 Unrealized +14.2%
BAM BROOKFIELD ASSET MANAGMT LTD 1.5%
Value ($000) $15,907 Shares 279,558 Est. Cost $28.66 Unrealized +32.5%
CP CANADIAN PACIFIC KANSAS CITY 1.4%
Value ($000) $14,925 Shares 124,966 Est. Cost $77.51 Unrealized +6.9%
META META PLATFORMS INC 1.4%
Value ($000) $14,082 Shares 29,000 Est. Cost $443.21 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $13,802 Shares 27,900 Est. Cost $284.93 Unrealized +71.6%
INFY INFOSYS LTD 1.3%
Value ($000) $13,573 Shares 559,000 Est. Cost $23.87 Unrealized
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $12,867 Shares 52,000 Est. Cost $234.59 Unrealized -1.7%
SUI SUN CMNTYS INC 1.2%
Value ($000) $12,680 Shares 95,184 Est. Cost $141.57 Unrealized
ROST ROSS STORES INC 1.1%
Value ($000) $11,638 Shares 79,300 Est. Cost $90.88 Unrealized +54.4%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $11,427 Shares 156,000 Est. Cost $70.68 Unrealized +1.9%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $10,277 Shares 41,100 Est. Cost $178.76 Unrealized +32.3%
GIB CGI INC 1.0%
Value ($000) $9,983 Shares 66,800 Est. Cost $101.60 Unrealized +9.5%
GRANITE REAL ESTATE INVT TR 1.0%
Value ($000) $9,849 Shares 127,400 Est. Cost $64.58 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $9,741 Shares 54,000 Est. Cost $166.93 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $8,698 Shares 127,000 Est. Cost $36.63 Unrealized +75.5%
BIIB BIOGEN INC 0.8%
Value ($000) $8,517 Shares 39,500 Est. Cost $253.60 Unrealized -7.6%
NOW SERVICENOW INC 0.8%
Value ($000) $8,386 Shares 11,000 Est. Cost $151.51 Unrealized 0.0%
BBDC BARINGS BDC INC 0.7%
Value ($000) $7,733 Shares 614,000 Est. Cost $6.29 Unrealized +16.2%
STN STANTEC INC 0.7%
Value ($000) $7,478 Shares 66,494 Est. Cost $58.41 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $6,623 Shares 26,000 Est. Cost $133.51 Unrealized +66.3%
KREF KKR REAL ESTATE FIN TR INC 0.6%
Value ($000) $6,171 Shares 453,000 Est. Cost $11.56 Unrealized
COKE COCA COLA CONS INC 0.6%
Value ($000) $5,800 Shares 5,060 Est. Cost $52.30 Unrealized +61.9%
ABBV ABBVIE INC 0.5%
Value ($000) $5,463 Shares 30,000 Est. Cost $135.33 Unrealized +19.7%
CEG CONSTELLATION ENERGY CORP 0.5%
Value ($000) $5,268 Shares 28,500 Est. Cost $79.87 Unrealized +75.7%
HDB HDFC BANK LTD 0.5%
Value ($000) $5,230 Shares 69,000 Est. Cost $75.79 Unrealized
TECK TECK RESOURCES LTD 0.5%
Value ($000) $5,134 Shares 82,800 Est. Cost $41.44 Unrealized -3.1%
SLGN SILGAN HLDGS INC 0.5%
Value ($000) $5,123 Shares 77,900 Est. Cost $46.78 Unrealized -5.1%
WFG WEST FRASER TIMBER CO LTD 0.5%
Value ($000) $4,877 Shares 41,700 Est. Cost $74.04 Unrealized +10.4%
REZI RESIDEO TECHNOLOGIES INC 0.4%
Value ($000) $4,633 Shares 152,600 Est. Cost $18.33 Unrealized +7.8%
SANM SANMINA CORPORATION 0.4%
Value ($000) $4,555 Shares 54,100 Est. Cost $51.29 Unrealized +13.4%
BEP BROOKFIELD RENEWABLE PARTNER 0.4%
Value ($000) $4,554 Shares 195,800 Est. Cost $37.61 Unrealized
CSL CARLISLE COS INC 0.4%
Value ($000) $4,310 Shares 11,000 Est. Cost $260.64 Unrealized +27.3%
CRI CARTERS INC 0.4%
Value ($000) $4,254 Shares 37,100 Est. Cost $64.04 Unrealized +13.1%
NFLX NETFLIX INC 0.4%
Value ($000) $4,251 Shares 7,000 Est. Cost $22.17 Unrealized +154.3%
BHE BENCHMARK ELECTRS INC 0.4%
Value ($000) $4,251 Shares 104,600 Est. Cost $23.93 Unrealized +16.4%
AB ALLIANCEBERNSTEIN HLDG L P 0.4%
Value ($000) $4,187 Shares 89,000 Est. Cost $41.04 Unrealized
JBL JABIL INC 0.4%
Value ($000) $4,081 Shares 22,500 Est. Cost $65.45 Unrealized +104.3%
ITRI ITRON INC 0.4%
Value ($000) $4,071 Shares 44,000 Est. Cost $71.26 Unrealized +13.0%
FSLR FIRST SOLAR INC 0.4%
Value ($000) $4,051 Shares 24,000 Est. Cost $153.26 Unrealized +0.3%
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $3,971 Shares 132,000 Est. Cost $54.35 Unrealized -47.6%
REET ISHARES TR 0.4%
Value ($000) $3,954 Shares 123,300 Est. Cost $32.07 Unrealized
PRGO PERRIGO CO PLC 0.4%
Value ($000) $3,923 Shares 90,000 Est. Cost $31.90 Unrealized -1.1%
PATTERSON COS INC 0.4%
Value ($000) $3,887 Shares 103,800 Est. Cost $40.14 Unrealized
EPC EDGEWELL PERS CARE CO 0.4%
Value ($000) $3,883 Shares 74,200 Est. Cost $36.56 Unrealized -0.8%
XYL XYLEM INC 0.3%
Value ($000) $3,489 Shares 27,000 Est. Cost $87.20 Unrealized +35.6%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $3,422 Shares 28,000 Est. Cost $134.31 Unrealized -12.3%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $3,385 Shares 17,352 Est. Cost $98.27 Unrealized +35.5%
IONS IONIS PHARMACEUTICALS INC 0.3%
Value ($000) $3,287 Shares 56,000 Est. Cost $44.34 Unrealized +7.5%
EQIX EQUINIX INC 0.3%
Value ($000) $3,232 Shares 2,892 Est. Cost $652.69 Unrealized +23.7%
EFX EQUIFAX INC 0.3%
Value ($000) $3,210 Shares 12,000 Est. Cost $199.85 Unrealized +25.7%
BCO BRINKS CO 0.3%
Value ($000) $3,203 Shares 25,600 Est. Cost $55.21 Unrealized +47.4%
HASI HANNON ARMSTRONG SUST INFR C 0.3%
Value ($000) $3,124 Shares 110,000 Est. Cost $32.07 Unrealized -30.4%
ORA ORMAT TECHNOLOGIES INC 0.3%
Value ($000) $3,045 Shares 46,000 Est. Cost $71.95 Unrealized -8.3%
ENPH ENPHASE ENERGY INC 0.3%
Value ($000) $3,025 Shares 25,000 Est. Cost $155.11 Unrealized -24.8%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,982 Shares 200,000 Est. Cost $20.82 Unrealized -33.7%
ILMN ILLUMINA INC 0.3%
Value ($000) $2,884 Shares 21,000 Est. Cost $134.04 Unrealized 0.0%
INVH INVITATION HOMES INC 0.2%
Value ($000) $2,442 Shares 50,648 Est. Cost $31.75 Unrealized -0.7%
RUN SUNRUN INC 0.2%
Value ($000) $2,372 Shares 180,000 Est. Cost $30.79 Unrealized -55.4%
VICI VICI PPTYS INC 0.2%
Value ($000) $2,371 Shares 58,785 Est. Cost $26.50 Unrealized +1.3%
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $2,341 Shares 11,760 Est. Cost $134.22 Unrealized -0.1%
WELL WELLTOWER INC 0.2%
Value ($000) $2,239 Shares 17,695 Est. Cost $77.42 Unrealized +12.6%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $1,947 Shares 7,750 Est. Cost $168.20 Unrealized -0.1%
MBLY MOBILEYE GLOBAL INC 0.2%
Value ($000) $1,897 Shares 59,000 Est. Cost $35.48 Unrealized -20.0%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $1,847 Shares 51,161 Est. Cost $27.47 Unrealized
AMRC AMERESCO INC 0.2%
Value ($000) $1,737 Shares 72,000 Est. Cost $36.76 Unrealized -39.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,687 Shares 9,662 Est. Cost $122.70 Unrealized -9.9%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $1,669 Shares 19,528 Est. Cost $54.94 Unrealized +2.3%
CTRE CARETRUST REIT INC 0.2%
Value ($000) $1,663 Shares 50,405 Est. Cost $33.00 Unrealized
FLNC FLUENCE ENERGY INC 0.2%
Value ($000) $1,647 Shares 95,000 Est. Cost $17.85 Unrealized +2.5%
BE BLOOM ENERGY CORP 0.2%
Value ($000) $1,630 Shares 145,000 Est. Cost $18.20 Unrealized -39.6%
PK PARK HOTELS & RESORTS INC 0.2%
Value ($000) $1,563 Shares 66,000 Est. Cost $22.01 Unrealized
REXR REXFORD INDL RLTY INC 0.1%
Value ($000) $1,533 Shares 22,510 Est. Cost $61.31 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $1,498 Shares 75,000 Est. Cost $19.97 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,475 Shares 25,900 Est. Cost $45.34 Unrealized -16.5%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,458 Shares 16,000 Est. Cost $67.90 Unrealized -11.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $1,426 Shares 4,300 Est. Cost $221.27 Unrealized 0.0%
ADC AGREE RLTY CORP 0.1%
Value ($000) $1,245 Shares 16,100 Est. Cost $68.70 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,203 Shares 4,496 Est. Cost $178.28 Unrealized +4.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $1,056 Shares 3,600 Est. Cost $215.61 Unrealized -0.7%
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,039 Shares 4,000 Est. Cost $220.68 Unrealized 0.0%
CCJ CAMECO CORP 0.1%
Value ($000) $996 Shares 23,000 Est. Cost $43.66 Unrealized 0.0%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $963 Shares 54,000 Est. Cost $16.98 Unrealized
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $956 Shares 8,200 Est. Cost $141.40 Unrealized -42.1%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $903 Shares 34,000 Est. Cost $17.01 Unrealized +6.9%
STEM INC 0.1%
Value ($000) $876 Shares 400,000 Est. Cost $11.35 Unrealized
LXP INDUSTRIAL TRUST 0.1%
Value ($000) $871 Shares 71,331 Est. Cost $12.21 Unrealized
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $706 Shares 24,064 Est. Cost $22.30 Unrealized
HUDSON PAC PPTYS INC 0.1%
Value ($000) $706 Shares 80,809 Est. Cost $10.74 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $475 Shares 250,000 Est. Cost $18.25 Unrealized