Sponsored

The Analysis of MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's Holdings & P&L

Currently, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd holds 68 types of securities in its portfolio with a total value $1.0M. In the most recent quarter, they have increased their positions in GIB (+70.4K shares, valued at $6.5K), DSGX (+34.1K shares, valued at $3.4K), J (+18.9K shares, valued at $2.4K); decreased their positions in TD (-163.6K shares, valued at $28.2K), RY (-87.8K shares, valued at $25.8K), N/A (-161.8K shares, valued at $15.2K); initiated new positions in DSGX (+34.1K shares, valued at $3.4K), MAA (+10.7K shares, valued at $1.5K).

1M P&L

-16.6M-2.40%

3M P&L

+19.3M+2.94%

HY P&L

+57.6M+9.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified296.5K

33.4%

2Telecom Services81.5K

9.2%

3Railroads54.9K

6.2%

Top Industries by Stock Count

1Banks - Diversified7 stocks

11.9%

2Telecom Services4 stocks

6.8%

3Real Estate Services3 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RY ROYAL BANK OF CANADA319.5K shares-21.55%2026-06-302026-07-24

TD TORONTO DOMINION BK ONT526.9K shares-23.69%2026-06-302026-07-24

TC ENERGY CORP. TC ENERGY CORP.606.0K shares-21.07%2026-06-302026-07-24

BNS BANK NOVA SCOTIA HALIFAX458.8K shares-20.54%2026-06-302026-07-24

CNI CANADIAN NATL RY CO COM324.1K shares-19.83%2026-06-302026-07-24

BCE BCE INC1.4M shares-21.59%2026-06-302026-07-24

GIB CGI INC417.5K shares20.30%2026-06-302026-07-24

QSR RESTAURANT BRANDS INTL INC.357.5K shares-21.15%2026-06-302026-07-24

Sponsored

CM CANADIAN IMPERIAL BANK OF COMMERCE220.1K shares-25.00%2026-06-302026-07-24

BIP BROOKFIELD INFRASTRUCTURE PA662.7K shares4.00%2026-06-302026-07-24

CNQ CANADIAN NAT RES LTD COM557.9K shares-19.96%2026-06-302026-07-24

SUNCOR ENERGY INC SUNCOR ENERGY INC408.8K shares-20.34%2026-06-302026-07-24

TU TELUS CORP.2.0M shares-7.21%2026-06-302026-07-24

NTR NUTRIEN LTD.320.3K shares-26.36%2026-06-302026-07-24

MFC MANULIFE FINL CORP COM479.1K shares-30.44%2026-06-302026-07-24

BN BROOKFIELD CORP439.8K shares-36.04%2026-06-302026-07-24

Sponsored

MGA MAGNA INTL INC266.3K shares-32.24%2026-06-302026-07-24

BEP BROOKFIELD RENEWABLE ENERGY422.0K shares-26.27%2026-06-302026-07-24

FSV FIRST SERVICE CORP67.0K shares3.60%2026-06-302026-07-24

GOOGL ALPHABET INC.33.2K shares0.04%2026-06-302026-07-24

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM22.6K shares0.15%2026-06-302026-07-24

J JACOBS SOLUTIONS INC.72.0K shares35.52%2026-06-302026-07-24

VISA INC VISA INC25.6K shares10.10%2026-06-302026-07-24

TMO THERMO FISHER16.8K shares16.41%2026-06-302026-07-24

Sponsored

USB US BANCORP139.1K shares0.33%2026-06-302026-07-24

MSFT MICROSOFT CORP.22.1K shares0.40%2026-06-302026-07-24

CISCO SYSTEMS INC. CISCO SYSTEMS INC.69.3K shares-51.96%2026-06-302026-07-24

AMT AMERICAN TOWER CORP47.5K shares14.43%2026-06-302026-07-24

DEO DIAGEO PLC-SPONS ADR96.0K shares-16.54%2026-06-302026-07-24

BAC BANK OF AMERICA CORPORATION133.6K shares0.61%2026-06-302026-07-24

CIGI COLLIERS INTL GROUP INC.54.8K shares4.09%2026-06-302026-07-24

PFE PFIZER INC302.1K shares-24.72%2026-06-302026-07-24

Sponsored

ING ING GROEP N V209.5K shares-4.09%2026-06-302026-07-24

JPMORGAN & CHASE & CO COM JPMORGAN & CHASE & CO COM18.7K shares1.41%2026-06-302026-07-24

RMR RMR GROUP INC.290.0K shares0.00%2026-06-302026-07-24

MS MORGAN STANLEY27.8K shares-1.68%2026-06-302026-07-24

HD HOME DEPOT15.9K shares20.08%2026-06-302026-07-24

BYDGF BOYD GROUP SERVICES INC41.3K shares41.90%2026-06-302026-07-24

C CITIGROUP INC.36.6K shares-13.38%2026-06-302026-07-24

EOG EOG RESOURCES39.0K shares0.16%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE COSTCO WHOLESALE5.3K shares0.91%2026-06-302026-07-24

DIS DISNEY WALT CO51.5K shares45.63%2026-06-302026-07-24

WMT WALMART INC43.2K shares-1.56%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS108.6K shares-41.64%2026-06-302026-07-24

FRT FEDERAL REALTY INVT TR36.9K shares0.00%2026-06-302026-07-24

GIL GILDAN ACTIVEWEAR INC59.2K shares15.47%2026-06-302026-07-24

EQIX EQUINIX INC.4.0K shares0.00%2026-06-302026-07-24

TRNO TERRENO REALTY CORP.63.5K shares0.00%2026-06-302026-07-24

Sponsored

WELL WELLTOWER INC.18.0K shares0.00%2026-06-302026-07-24

TSCO TRACTOR SUPPLY CO128.4K shares128.34%2026-06-302026-07-24

SHEL SHELL PLC51.0K shares54.22%2026-06-302026-07-24

GNTX GENTEX CORP.139.7K shares-0.13%2026-06-302026-07-24

RCI ROGERS COMMUNICATIONS INC74.1K shares-3.19%2026-06-302026-07-24

DSGX DESCARTES SYSTEMS GROUP34.1K sharesnew addition2026-06-302026-07-24

SANOFI SA SANOFI SA77.2K shares-1.68%2026-06-302026-07-24

TJX TJX COMPANIES INC.21.2K shares-1.63%2026-06-302026-07-24

Sponsored

GSK PLC GSK PLC57.4K shares-1.66%2026-06-302026-07-24

AHR AMERICAN HEALTHCARE REIT INC54.8K shares56.38%2026-06-302026-07-24

BAM BROOKFIELD ASSET MANAGMT LTD43.2K shares-38.39%2026-06-302026-07-24

SAP SAP SE15.4K shares-48.51%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON9.3K shares-1.34%2026-06-302026-07-24

AVB AVALONBAY CMNTYS INC.11.7K shares0.00%2026-06-302026-07-24

EXR EXTRA SPACE STORAGE INC.12.4K shares0.00%2026-06-302026-07-24

MAA MID-AMER APT CMNTYS INC10.7K sharesnew addition2026-06-302026-07-24

Sponsored

SPG SIMON PPTY GROUP NEW6.5K shares-33.41%2026-06-302026-07-24

BXP BXP INC.11.8K shares-2.28%2026-06-302026-07-24

GLW CORNING INC.599 shares-98.25%2026-06-302026-07-24

BEPC BROOKFIELD RENEWABLE CORP1.3K shares0.00%2026-06-302026-07-24

ROYAL BANK OF CANADA

-21.55%

Shares319.5K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

-23.69%

Shares526.9K

Event2026-06-30

Filed2026-07-24

TC ENERGY CORP.

-21.07%

Shares606.0K

Event2026-06-30

Filed2026-07-24

BNS

BANK NOVA SCOTIA HALIFAX

-20.54%

Shares458.8K

Event2026-06-30

Filed2026-07-24

CNI

CANADIAN NATL RY CO COM

-19.83%

Shares324.1K

Event2026-06-30

Filed2026-07-24

BCE

BCE INC

-21.59%

Shares1.4M

Event2026-06-30

Filed2026-07-24

GIB

CGI INC

20.30%

Shares417.5K

Event2026-06-30

Filed2026-07-24

QSR

RESTAURANT BRANDS INTL INC.

-21.15%

Shares357.5K

Event2026-06-30

Filed2026-07-24

CANADIAN IMPERIAL BANK OF COMMERCE

-25.00%

Shares220.1K

Event2026-06-30

Filed2026-07-24

BIP

BROOKFIELD INFRASTRUCTURE PA

4.00%

Shares662.7K

Event2026-06-30

Filed2026-07-24

CNQ

CANADIAN NAT RES LTD COM

-19.96%

Shares557.9K

Event2026-06-30

Filed2026-07-24

SUNCOR ENERGY INC

-20.34%

Shares408.8K

Event2026-06-30

Filed2026-07-24

TELUS CORP.

-7.21%

Shares2.0M

Event2026-06-30

Filed2026-07-24

NTR

NUTRIEN LTD.

-26.36%

Shares320.3K

Event2026-06-30

Filed2026-07-24

MFC

MANULIFE FINL CORP COM

-30.44%

Shares479.1K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP

-36.04%

Shares439.8K

Event2026-06-30

Filed2026-07-24

MGA

MAGNA INTL INC

-32.24%

Shares266.3K

Event2026-06-30

Filed2026-07-24

BEP

BROOKFIELD RENEWABLE ENERGY

-26.27%

Shares422.0K

Event2026-06-30

Filed2026-07-24

FSV

FIRST SERVICE CORP

3.60%

Shares67.0K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC.

0.04%

Shares33.2K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC COM

0.15%

Shares22.6K

Event2026-06-30

Filed2026-07-24

JACOBS SOLUTIONS INC.

35.52%

Shares72.0K

Event2026-06-30

Filed2026-07-24

VISA INC

10.10%

Shares25.6K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER

16.41%

Shares16.8K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

0.33%

Shares139.1K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP.

0.40%

Shares22.1K

Event2026-06-30

Filed2026-07-24

CISCO SYSTEMS INC.

-51.96%

Shares69.3K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

14.43%

Shares47.5K

Event2026-06-30

Filed2026-07-24

DEO

DIAGEO PLC-SPONS ADR

-16.54%

Shares96.0K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMERICA CORPORATION

0.61%

Shares133.6K

Event2026-06-30

Filed2026-07-24

CIGI

COLLIERS INTL GROUP INC.

4.09%

Shares54.8K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-24.72%

Shares302.1K

Event2026-06-30

Filed2026-07-24

ING

ING GROEP N V

-4.09%

Shares209.5K

Event2026-06-30

Filed2026-07-24

JPMORGAN & CHASE & CO COM

1.41%

Shares18.7K

Event2026-06-30

Filed2026-07-24

RMR

RMR GROUP INC.

0.00%

Shares290.0K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

-1.68%

Shares27.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT

20.08%

Shares15.9K

Event2026-06-30

Filed2026-07-24

BYDGF

BOYD GROUP SERVICES INC

41.90%

Shares41.3K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC.

-13.38%

Shares36.6K

Event2026-06-30

Filed2026-07-24

EOG

EOG RESOURCES

0.16%

Shares39.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE

0.91%

Shares5.3K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

45.63%

Shares51.5K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-1.56%

Shares43.2K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS

-41.64%

Shares108.6K

Event2026-06-30

Filed2026-07-24

FRT

FEDERAL REALTY INVT TR

0.00%

Shares36.9K

Event2026-06-30

Filed2026-07-24

GIL

GILDAN ACTIVEWEAR INC

15.47%

Shares59.2K

Event2026-06-30

Filed2026-07-24

EQIX

EQUINIX INC.

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

TRNO

TERRENO REALTY CORP.

0.00%

Shares63.5K

Event2026-06-30

Filed2026-07-24

WELL

WELLTOWER INC.

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-24

TSCO

TRACTOR SUPPLY CO

128.34%

Shares128.4K

Event2026-06-30

Filed2026-07-24

SHEL

SHELL PLC

54.22%

Shares51.0K

Event2026-06-30

Filed2026-07-24

GNTX

GENTEX CORP.

-0.13%

Shares139.7K

Event2026-06-30

Filed2026-07-24

RCI

ROGERS COMMUNICATIONS INC

-3.19%

Shares74.1K

Event2026-06-30

Filed2026-07-24

DSGX

DESCARTES SYSTEMS GROUP

New

Shares34.1K

Event2026-06-30

Filed2026-07-24

SANOFI SA

-1.68%

Shares77.2K

Event2026-06-30

Filed2026-07-24

TJX

TJX COMPANIES INC.

-1.63%

Shares21.2K

Event2026-06-30

Filed2026-07-24

GSK PLC

-1.66%

Shares57.4K

Event2026-06-30

Filed2026-07-24

AHR

AMERICAN HEALTHCARE REIT INC

56.38%

Shares54.8K

Event2026-06-30

Filed2026-07-24

BAM

BROOKFIELD ASSET MANAGMT LTD

-38.39%

Shares43.2K

Event2026-06-30

Filed2026-07-24

SAP

SAP SE

-48.51%

Shares15.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-1.34%

Shares9.3K

Event2026-06-30

Filed2026-07-24

AVB

AVALONBAY CMNTYS INC.

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-24

EXR

EXTRA SPACE STORAGE INC.

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-24

MAA

MID-AMER APT CMNTYS INC

New

Shares10.7K

Event2026-06-30

Filed2026-07-24

SPG

SIMON PPTY GROUP NEW

-33.41%

Shares6.5K

Event2026-06-30

Filed2026-07-24

BXP

BXP INC.

-2.28%

Shares11.8K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC.

-98.25%

Shares599

Event2026-06-30

Filed2026-07-24

BEPC

BROOKFIELD RENEWABLE CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available