Nicola Wealth Management Ltd. Purchases in Q4 2024

Nicola Wealth Management Ltd.

  • $907 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
22K
New
$614.46 - $829.55 $13.5M - $18.3M
22K $13.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
32K
New
$260.53 - $404.79 $8.34M - $13M
32K $12.2M
BCE
Bce Inc

Communication Services
388K
New
$22.53 - $34.84 $8.74M - $13.5M
388K $8.99M
AMZN
Amazon Com Inc

Consumer Cyclical
27K
+ 40.91%
$180.88 - $232.93 $4.88M - $6.29M
93K $20.4M
REET
Ishares Global Reit ETF

ETFs
355K
+ 56.95%
$23.43 - $26.54 $8.32M - $9.42M
978K $23.4M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
67.3K
+ 67.3%
$62.09 - $82.32 $4.18M - $5.54M
167K $11.2M
AMG
Affiliated Managers Group, Inc.

Financial Services
16K
New
$175.77 - $196.52 $2.81M - $3.14M
16K $2.96M
HDB
Hdfc Bank LTD

Financial Services
29K
+ 21.64%
$59.45 - $68.01 $1.72M - $1.97M
163K $10.4M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
160K
New
$10.78 - $12.75 $1.72M - $2.04M
160K $1.99M
FL
Foot Locker, Inc.

Consumer Cyclical
91K
New
$21.17 - $25.31 $1.93M - $2.3M
91K $1.98M
UNH
Unitedhealth Group Inc

Healthcare
9K
+ 24.73%
$485.52 - $625.25 $4.37M - $5.63M
45.4K $23M
REG
Regency Centers Corp

Real Estate
22.5K
New
$69.77 - $75.91 $1.57M - $1.71M
22.5K $1.66M
EFX
Equifax Inc

Industrials
13K
+ 27.66%
$245.03 - $293.5 $3.19M - $3.82M
60K $15.3M
REZI
Resideo Technologies, Inc.

Industrials
24K
+ 11.67%
$19.3 - $27.75 $463K - $666K
230K $5.29M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
10.3K
New
$104.34 - $118.84 $1.08M - $1.22M
10.3K $1.08M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
91.9K
New
N/A
91.9K $933K
MAC
Macerich CO

Real Estate
39.9K
New
$17.44 - $22.11 $696K - $882K
39.9K $794K
EQR
Equity Residential

Real Estate
9.37K
+ 59.2%
$69.12 - $77.48 $648K - $726K
25.2K $1.81M
EQIX
Equinix Inc

Real Estate
260
+ 7.88%
$865.69 - $985.0 $225K - $256K
3.56K $3.36M
SLGN
Silgan Holdings Inc

Consumer Cyclical
9K
+ 9.29%
$50.6 - $57.53 $455K - $518K
106K $5.51M
TTEK
Tetra Tech Inc

Industrials
17.5K
+ 36.84%
$39.8 - $50.52 $697K - $884K
65K $2.59M
INVH
Invitation Homes Inc.

Real Estate
13.7K
+ 29.56%
$31.4 - $34.69 $430K - $475K
60K $1.92M
AVB
Avalonbay Communities Inc

Real Estate
1.2K
+ 12.7%
$216.28 - $237.81 $260K - $285K
10.7K $2.34M
Granite Real Estate Invt Tr
111K
New
N/A
111K $0
Ats Corporation
46.2K
+ 12.12%
N/A
427K $0
Canadian Pacific Kansas City
122K
New
N/A
122K $0
NEE
Nextera Energy Inc

Utilities
5.5K
+ 13.58%
$69.77 - $85.43 $384K - $470K
46K $3.3M
ENPH
Enphase Energy, Inc.

Technology
11K
+ 55.0%
$59.52 - $111.18 $655K - $1.22M
31K $2.13M
RUN
Sunrun Inc.

Technology
56K
+ 54.9%
$9.13 - $17.5 $511K - $980K
158K $1.46M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
5K
+ 5.26%
$26.39 - $35.74 $132K - $179K
100K $2.68M
AMRC
Ameresco, Inc.

Industrials
2K
+ 3.77%
$22.1 - $37.31 $44.2K - $74.6K
55K $1.29M
TD
Toronto Dominion Bank

Financial Services
68.4K
+ 15.49%
$51.56 - $63.8 $3.53M - $4.36M
510K $27.2M
PLD
Prologis, Inc.

Real Estate
5.13K
+ 3.26%
$101.4 - $126.96 $520K - $651K
163K $17.2M
TU
Telus Corp

Communication Services
32.3K
+ 3.04%
$13.45 - $16.78 $434K - $542K
1.09M $14.8M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nicola Wealth Management Ltd. Portfolio

Follow Nicola Wealth Management Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicola Wealth Management Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Nicola Wealth Management Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email