Investor
LINCLUDEN MANAGEMENT LTD
CIK 0001058231 · filed 2026-05-13 · SEC filing
13F book
$938.9K
Positions
70
2 new · 3 sold
Largest name
7.1%
Royal Bk Cda
Est. mark
−$193.4K
Price effect on 68 names still held. Flow −$44.7K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Royal Bk Cda | — | 407.3K | $66.9K | 7.1% | −$28.4K | Cut−$33.1K |
| Toronto Dominion Bk Ont | — | 690.4K | $65.5K | 7.0% | −$23.8K | Cut−$41.8K |
| Tc Energy Corp | — | 767.8K | $48.8K | 5.2% | −$9.21K | Cut−$11.2K |
| Bce Inc | — | 1.84M | $47.2K | 5.0% | −$13.1K | Cut−$14.5K |
| Pembina Pipeline Corp | — | 999.5K | $45.4K | 4.8% | −$6.11K | Added−$1.32K |
| Canadian Natl Ry Co | — | 404.3K | $42.3K | 4.5% | −$12.6K | Cut−$14.6K |
| Bank Nova Scotia Halifax | — | 577.5K | $40.7K | 4.3% | −$17.8K | Cut−$27.3K |
| Canadian Nat Res Ltd | — | 697K | $34.5K | 3.7% | $2.05K | Added$3.22K |
| Suncor Energy Inc New | — | 513.2K | $34.5K | 3.7% | $3.2K | Cut$1.79K |
| Restaurant Brands Intl Inc | — | 453.4K | $34.1K | 3.6% | −$8.39K | Cut−$9.68K |
| Nutrien Ltd. | NTR | 435K | $33.3K | 3.6% | −$3.51K | Cut−$10.6K |
| Brookfield Corp | — | 687.6K | $28.3K | 3.0% | −$15K | Cut−$19.8K |
| Canadian Imperial Bank Of Co | — | 293.5K | $28.2K | 3.0% | −$8.27K | Cut−$12.7K |
| Telus Corp | TU | 2.1M | $27.5K | 2.9% | −$9.18K | Added−$5.5K |
| CGI Inc | GIB | 347K | $25.8K | 2.7% | −$2.61K | Added$19.5K |
| Manulife Finl Corp | — | 688.8K | $24.1K | 2.6% | −$10.2K | Cut−$10.6K |
| Brookfield Infrast Partners | — | 637.2K | $23.3K | 2.5% | −$7.06K | Cut−$7.34K |
| Magna Intl Inc | — | 393K | $22.3K | 2.4% | −$6.47K | Cut−$24.7K |
| Brookfield Renewable Partner | — | 572.4K | $19K | 2.0% | −$2.27K | Cut−$2.38K |
| Pfizer Inc | PFE | 401.3K | $11.3K | 1.2% | $1.24K | Added$1.58K |
| Cisco Sys Inc | — | 144.3K | $11.2K | 1.2% | $79 | Added$333 |
| Alphabet Inc | — | 33.2K | $9.55K | 1.0% | −$801 | Added−$303 |
| Verizon Communications Inc | VZ | 186K | $9.34K | 1.0% | $1.76K | Cut−$502 |
| Firstservice Corp New | — | 64.7K | $9.13K | 1.0% | −$3.38K | Added−$875 |
| Diageo Plc | — | 115K | $8.56K | 0.9% | −$1.18K | Added−$44 |
| Microsoft Corp | MSFT | 22K | $8.14K | 0.9% | −$1.93K | Added−$75 |
| Us Bancorp Del | — | 138.6K | $7.21K | 0.8% | −$179 | Added$143 |
| American Tower Corp New | — | 41.5K | $7.16K | 0.8% | −$118 | Added$226 |
| Thermo Fisher Scientific Inc. | TMO | 14.4K | $7.09K | 0.8% | −$989 | Added$573 |
| Visa Inc. | V | 23.2K | $7.02K | 0.7% | — | New |
| Jacobs Solutions Inc. | J | 53.1K | $6.76K | 0.7% | −$262 | Added$88 |
| Bank America Corp | — | 132.8K | $6.47K | 0.7% | −$791 | Added−$488 |
| Granite Real Estate Invt Tr | — | 104.6K | $6.25K | 0.7% | −$2.3K | Cut−$2.92K |
| Unitedhealth Group Inc | UNH | 22.6K | $6.1K | 0.7% | −$780 | Added$1.78K |
| Colliers Intl Group Inc | — | 52.6K | $5.71K | 0.6% | −$3.81K | Added−$2.54K |
| Ing Groep N.V. | — | 218.4K | $5.69K | 0.6% | −$406 | Added−$143 |
| Eog Res Inc | — | 39K | $5.63K | 0.6% | $1.26K | Cut$1.06K |
| Walmart Inc. | WMT | 43.9K | $5.45K | 0.6% | $537 | Added$797 |
| Jpmorgan Chase & Co. | — | 18.5K | $5.43K | 0.6% | −$497 | Added−$272 |
| Costco Whsl Corp New | — | 5.3K | $5.28K | 0.6% | $678 | Added$916 |
| Sap Se | — | 29.8K | $5.11K | 0.5% | −$1.97K | Added−$1.55K |
| Citigroup Inc | — | 42.3K | $4.79K | 0.5% | −$129 | Added$217 |
| Morgan Stanley | — | 28.3K | $4.65K | 0.5% | −$344 | Added−$38 |
| Corning Inc | — | 34.1K | $4.64K | 0.5% | $1.65K | Cut−$476 |
| Rmr Group Inc. | RMR | 290K | $4.49K | 0.5% | $165 | Held |
| Home Depot, Inc. | HD | 13.2K | $4.35K | 0.5% | −$191 | Added$32 |
| Federal Rlty Invt Tr New | — | 36.9K | $3.92K | 0.4% | $198 | Cut−$74 |
| Terreno Rlty Corp | — | 63.5K | $3.9K | 0.4% | $169 | Added$251 |
| Equinix Inc | EQIX | 3.97K | $3.89K | 0.4% | $813 | Added$981 |
| Sanofi Sa | — | 78.5K | $3.78K | 0.4% | −$21 | Added$227 |
| Boyd Group Services Inc. | BGSI | 29.1K | $3.77K | 0.4% | −$2.59K | Cut−$3.2K |
| Welltower Inc. | WELL | 18K | $3.55K | 0.4% | $217 | Cut−$25 |
| Tjx Cos Inc New | — | 21.5K | $3.44K | 0.4% | $122 | Added$331 |
| Disney Walt Co | — | 35.4K | $3.41K | 0.4% | −$306 | Cut−$575 |
| Gsk Plc | — | 58.4K | $3.22K | 0.3% | $1.18K | Cut−$312 |
| Brookfield Asset Managmt Ltd | — | 70.1K | $3.16K | 0.3% | — | New |
| Shell Plc | — | 33K | $3.07K | 0.3% | $645 | Cut$95 |
| Gentex Corp | GNTX | 139.8K | $3.06K | 0.3% | −$189 | Added−$29 |
| Rogers Communications Inc | — | 76.6K | $2.99K | 0.3% | −$977 | Cut−$2.17K |
| Gildan Activewear Inc. | GIL | 51.3K | $2.9K | 0.3% | −$1.5K | Cut−$2.43K |
| Totalenergies Se | TTE | 29.5K | $2.68K | 0.3% | $700 | Added$887 |
| Tractor Supply Co | — | 56.2K | $2.55K | 0.3% | −$246 | Added−$53 |
| Johnson & Johnson | JNJ | 9.39K | $2.29K | 0.2% | $352 | Cut−$109 |
| Avalonbay Cmntys Inc | — | 11.7K | $1.91K | 0.2% | −$210 | Cut−$729 |
| Simon Ppty Group Inc New | — | 9.82K | $1.83K | 0.2% | $14 | Cut−$116 |
| American Healthcare REIT, Inc. | AHR | 35K | $1.65K | 0.2% | $3 | Cut−$117 |
| Extra Space Storage Inc. | EXR | 12.4K | $1.63K | 0.2% | $10 | Cut−$558 |
| Sun Cmntys Inc | — | 12.5K | $1.57K | 0.2% | $25 | Cut−$88 |
| BXP, Inc. | BXP | 12.1K | $627 | 0.1% | −$190 | Cut−$426 |
| Brookfield Renewable Corp | BEPC | 1.26K | $50 | 0.0% | −$16 | Cut−$2.92K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.