Nicola Wealth Management Ltd. Reduced Holdings in Q4 2024

Nicola Wealth Management Ltd.

  • $907 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
-324K
- 58.22%
$44.03 - $50.23 $14.2M - $16.3M
232K $10.8M
SUI
Sun Communities Inc

Real Estate
-97.5K
- 91.82%
$119.89 - $139.05 $11.7M - $13.6M
8.68K $1.07M
ADBE
Adobe Inc.

Technology
-9.4K
- 18.61%
$437.39 - $552.96 $4.11M - $5.2M
41.1K $18.3M
CUBE
Cube Smart

Real Estate
-65K
- 18.36%
$41.74 - $53.03 $2.71M - $3.45M
289K $12.4M
T
At&T Inc.

Communication Services
-328K
- 23.93%
$21.22 - $23.88 $6.95M - $7.82M
1.04M $23.7M
RY
Royal Bank Of Canada

Financial Services
-45.1K
- 24.56%
$119.72 - $128.02 $5.4M - $5.77M
139K $16.7M
CCK
Crown Holdings Inc

Consumer Cyclical
-28K
- 12.67%
$81.89 - $97.79 $2.29M - $2.74M
193K $16M
SU
Suncor Energy Inc

Energy
-115K
- 19.23%
$34.5 - $41.53 $3.97M - $4.78M
484K $17.3M
WCC
Wesco International Inc

Industrials
-33K
- 30.47%
$164.11 - $213.19 $5.42M - $7.04M
75.3K $13.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-24K
- 26.37%
$172.07 - $207.36 $4.13M - $4.98M
67K $13.2M
BDX
Becton Dickinson & CO

Healthcare
-2.5K
- 4.81%
$220.02 - $243.75 $550K - $609K
49.5K $11.2M
H
Hyatt Hotels Corp

Consumer Cyclical
-12K
- 9.34%
$143.07 - $164.62 $1.72M - $1.98M
117K $18.3M
KIM
Kimco Realty Corp

Real Estate
-52.4K
- 74.95%
$22.75 - $25.78 $1.19M - $1.35M
17.5K $410K
BEP
Brookfield Renewable Partners L.P.

Utilities
-9K
- 6.25%
$22.59 - $28.9 $203K - $260K
135K $3.08M
CEG
Constellation Energy Corp

Utilities
-1.5K
- 9.68%
$224.28 - $285.52 $336K - $428K
14K $3.15M
ORA
Ormat Technologies, Inc.

Utilities
-5.5K
- 12.5%
$67.12 - $83.84 $369K - $461K
38.5K $2.61M
FLNC
Fluence Energy, Inc.

Utilities
-6K
- 7.41%
$15.0 - $23.5 $90K - $141K
75K $1.19M
PSA
Public Storage

Real Estate
-260
- 3.04%
$289.33 - $360.21 $75.2K - $93.7K
8.29K $2.48M
ITRI
Itron, Inc.

Technology
-6K
- 16.67%
$101.26 - $124.45 $608K - $747K
30K $3.26M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-6.3K
- 22.25%
$37.97 - $49.45 $239K - $312K
22K $850K
AMT
American Tower Corp

Real Estate
-800
- 9.66%
$179.4 - $232.01 $144K - $186K
7.48K $1.37M
XYL
Xylem Inc.

Industrials
-1K
- 4.76%
$116.02 - $137.45 $116K - $137K
20K $2.32M
BHE
Benchmark Electronics Inc

Technology
-12K
- 11.47%
$42.69 - $51.83 $512K - $622K
92.6K $4.2M
VICI
Vici Properties Inc.

Real Estate
-4.9K
- 8.91%
$28.27 - $33.19 $139K - $163K
50.1K $1.46M
LXP
Lxp Industrial Trust

Real Estate
-17.4K
- 17.33%
$8.12 - $9.89 $141K - $172K
83K $674K
CCJ
Cameco Corp

Energy
-9.5K
- 20.88%
$48.64 - $61.14 $462K - $581K
36K $1.85M
DE
Deere & CO

Industrials
-1.5K
- 2.84%
$389.45 - $466.0 $584K - $699K
51.3K $21.7M
CTRE
Care Trust Reit, Inc.

Real Estate
-5.8K
- 19.14%
$26.8 - $32.79 $155K - $190K
24.5K $662K
V
Visa Inc.

Financial Services
-13K
- 13.68%
$273.87 - $320.91 $3.56M - $4.17M
82K $25.9M
ADC
Agree Realty Corp

Real Estate
-1.05K
- 4.71%
$69.44 - $77.65 $73.2K - $81.8K
21.3K $1.5M
WELL
Welltower Inc.

Real Estate
-1.1K
- 5.56%
$123.11 - $139.3 $135K - $153K
18.7K $2.36M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-1.64K
- 4.0%
$30.82 - $34.31 $50.7K - $56.4K
39.4K $1.23M
PWR
Quanta Services, Inc.

Industrials
-1K
- 11.11%
$296.05 - $346.6 $296K - $347K
8K $2.53M
CBRE
Cbre Group, Inc.

Real Estate
-1.4K
- 13.97%
$119.22 - $140.71 $167K - $197K
8.62K $1.13M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.4K
- 11.57%
$156.46 - $195.69 $376K - $470K
18.4K $3.25M
SANM
Sanmina Corp

Technology
-6K
- 9.82%
$65.07 - $83.88 $390K - $503K
55.1K $4.17M
Brookfield Asset Managmt LTD
-49.7K
- 18.52%
N/A
219K $0
Nextracker Inc
-3K
- 5.88%
N/A
48K $0
JBL
Jabil Inc

Technology
-6K
- 15.19%
$118.97 - $147.77 $714K - $887K
33.5K $4.82M
BE
Bloom Energy Corp

Industrials
-65K
- 37.14%
$9.04 - $27.45 $588K - $1.78M
110K $2.44M
SHOP
Shopify Inc.

Technology
-55.4K
- 18.73%
$78.14 - $119.49 $4.33M - $6.62M
241K $25.6M
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
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