SEC Form 13F · Q1 2026

NICOLA WEALTH MANAGEMENT LTD.

Institutional Holdings Report

13F-HRA1
$833.0M
Portfolio Value
62
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
NICOLA WEALTH MANAGEMENT LTD.
CIK
1734493
Accession No.
0001734493-26-000004
Location
VANCOUVER, A1
Form Type
13F-HR
Portfolio Value
$833.0M
Holdings Reported
62
Reporting Period
Q1 2026
Filed
May 7, 2026

About this Filing

NICOLA WEALTH MANAGEMENT LTD. is an institutional investment manager based in VANCOUVER, A1 reporting approximately $833.0M in 13(f) securities across 62 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.