Lincluden Management Ltd Top Holdings and 13F Report (2023) About Lincluden Management LtdInvestment ActivityLincluden Management Ltd has $787.11 thousand in total holdings as of December 31, 2022.Lincluden Management Ltd owns shares of 72 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.93% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Lincluden Management Ltd has purchased 73 new stocks and bought additional shares in 17 stocks.Lincluden Management Ltd sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings Toronto-Dominion Bank $70,849Royal Bank of Canada $61,207TC Energy $47,808BCE $43,545Canadian National Railway $39,727 Largest New Holdings this Quarter 387437205 - GRANITE REAL ESTATE INVT TR $4,723 Holding780259305 - Shell $3,288 Holding Largest Purchases this Quarter BCE 281,128 shares (about $6.45K)GRANITE REAL ESTATE INVT TR 101,364 shares (about $4.72K)Canadian National Railway 45,635 shares (about $4.44K)American Tower 20,034 shares (about $4.36K)Shell 44,874 shares (about $3.29K) Largest Sales this Quarter Brookfield 184,923 shares (about $9.68K)Manulife Financial 195,557 shares (about $6.09K)Royal Bank of Canada 48,208 shares (about $5.43K)Canadian Imperial Bank of Commerce 59,435 shares (about $3.34K)Kroger 39,082 shares (about $2.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLincluden Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDToronto-Dominion Bank$70,849$287 ▼-0.4%1,182,3239.0%FinanceRYRoyal Bank of Canada$61,207$5,431 ▼-8.1%543,3477.8%FinanceTRPTC Energy$47,808$1,990 ▼-4.0%1,012,2806.1%EnergyBCEBCE$43,545$6,453 ▲17.4%1,897,0845.5%UtilitiesCNICanadian National Railway$39,727$4,441 ▲12.6%408,2225.0%TransportationBNSBank of Nova Scotia$37,081$359 ▼-1.0%782,0544.7%FinanceBNBrookfield$32,791$9,678 ▼-22.8%626,5584.2%FinancePBAPembina Pipeline$30,376$485 ▼-1.6%759,4073.9%EnergyMFCManulife Financial$29,843$6,094 ▼-17.0%957,7253.8%FinanceTUTELUS$27,863$246 ▼-0.9%1,942,5923.5%UtilitiesCMCanadian Imperial Bank of Commerce$24,885$3,343 ▼-11.8%442,3633.2%FinanceSUSuncor Energy$23,940$351 ▼-1.4%618,2603.0%EnergyMGAMagna International$22,379$110 ▼-0.5%658,4102.8%Auto/Tires/TrucksBIPBrookfield Infrastructure Partners$17,561$281 ▼-1.6%590,2832.2%FinanceQSRRestaurant Brands International$17,022$908 ▲5.6%255,3402.2%Retail/WholesaleBEPBrookfield Renewable Partners$15,098$107 ▼-0.7%681,9091.9%UtilitiesCSCOCisco Systems$11,898$2,068 ▼-14.8%192,8021.5%Computer and TechnologyVZVerizon Communications$11,707$330 ▼-2.7%258,0801.5%Computer and TechnologyPFEPfizer$10,528$751 ▲7.7%415,4541.3%MedicalORCLOracle$9,814$109 ▼-1.1%70,1971.2%Computer and TechnologyAMTAmerican Tower$8,829$4,359 ▲97.5%40,5761.1%FinanceGOOGLAlphabet$7,756$29 ▲0.4%50,1581.0%Computer and TechnologyFRTFederal Realty Investment Trust$7,728$2,026 ▲35.5%79,0001.0%FinanceMSFTMicrosoft$7,167$168 ▼-2.3%19,0920.9%Computer and TechnologyFSVFirstService$6,709$200 ▼-2.9%40,4590.9%FinanceUSBU.S. Bancorp$6,287$201 ▼-3.1%148,8990.8%FinanceCIGIColliers International Group$6,246$421 ▲7.2%51,6110.8%FinanceDEODiageo$6,130$80 ▲1.3%58,4980.8%Consumer StaplesBACBank of America$6,122$290 ▼-4.5%146,6940.8%FinanceJPMJPMorgan Chase & Co.$5,990$191 ▼-3.1%24,4200.8%FinanceKRKroger$5,885$2,645 ▼-31.0%86,9420.7%Retail/WholesaleHDHome Depot$5,150$149 ▼-2.8%14,0530.7%Retail/WholesaleCNCCentene$4,876$235 ▼-4.6%80,3120.6%MedicalINGING Groep$4,860$1,246 ▼-20.4%248,0610.6%FinanceRMRThe RMR Group$4,8290.0%290,0000.6%FinanceGRANITE REAL ESTATE INVT TR$4,723$4,723 ▲New Holding101,3640.6%UNITWMTWalmart$4,653$987 ▲26.9%53,0050.6%Retail/WholesaleCOSTCostco Wholesale$4,595$162 ▼-3.4%4,8580.6%Retail/WholesaleDISWalt Disney$4,463$71 ▼-1.6%45,2210.6%Consumer DiscretionaryGIBCGI$4,363$739 ▲20.4%43,7050.6%Computer and TechnologyUNHUnitedHealth Group$4,360$113 ▼-2.5%8,3240.6%MedicalEOGEOG Resources$4,335$49 ▼-1.1%33,8040.6%EnergyMSMorgan Stanley$4,287$555 ▼-11.5%36,7410.5%FinanceORANOrange$3,692$71 ▼-1.9%284,9200.5%Computer and TechnologyWELLWelltower$3,6370.0%23,7410.5%FinanceSANOFI SA$3,576$116 ▼-3.1%64,4770.5%ADRCNQCanadian Natural Resources$3,475$153 ▲4.6%112,9090.4%EnergyGNTXGentex$3,453$229 ▲7.1%148,1930.4%Auto/Tires/TrucksSHELShell$3,288$3,288 ▲New Holding44,8740.4%EnergyCPTCamden Property Trust$3,2820.0%26,8320.4%FinanceTSCOTractor Supply$3,270$173 ▼-5.0%59,3480.4%Retail/WholesaleCCitigroup$3,193$160 ▼-4.8%44,9850.4%FinanceTJXTJX Companies$3,018$106 ▼-3.4%24,7780.4%Retail/WholesaleGLWCorning$2,982$58 ▼-1.9%65,1350.4%Computer and TechnologyCOLDAmericold Realty Trust$2,966$767 ▲34.9%138,2240.4%FinanceGILGildan Activewear$2,817$125 ▲4.6%63,7020.4%Consumer DiscretionaryAVBAvalonBay Communities$2,6760.0%12,4700.3%FinanceBXPBoston Properties$2,5980.0%38,6680.3%FinanceEXRExtra Space Storage$2,5040.0%16,8660.3%FinanceVETVermilion Energy$2,304$95 ▲4.3%284,5710.3%EnergyGSKGSK$2,2360.0%66,1280.3%MedicalJNJJohnson & Johnson$2,217$90 ▼-3.9%13,3670.3%MedicalRCIRogers Communications$2,123$372 ▲21.3%79,5070.3%Consumer DiscretionaryEQIXEquinix$2,117$1,423 ▼-40.2%2,5970.3%FinanceTTETotalEnergies$2,034$100 ▼-4.7%31,4430.3%EnergyBROOKFIELD RENEWABLE$1,853$57 ▼-3.0%66,3780.2%CL A EX SUB VTGTRNOTerreno Realty$1,765$1,075 ▼-37.8%27,9190.2%FinanceSPGSimon Property Group$1,7540.0%10,5620.2%FinanceSAPSAP$1,388$60 ▼-4.2%5,1700.2%Computer and TechnologyBAMBrookfield Asset Management$2800.0%5,7780.0%FinanceCVECenovus Energy$2750.0%19,8000.0%EnergyBROOKFIELD WEALTH SOLUTIONS$760.0%1,4480.0%CL A EXCHANGEABGRP.UGranite Real Estate Inc. Staple$0$5,566 ▼-100.0%00.0%FinanceUDRUDR$0$3,532 ▼-100.0%00.0%FinanceWBAWalgreens Boots Alliance$0$2,464 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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