MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported 59 positions worth $829.89M for the quarter ended Sep 30, 2026, down 3.2% on the prior quarter. It opened 1 new position, added to 8, trimmed 45 and exited 1. Its largest holding is Royal Bank Of Canada at 10.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNY Sanofi | +74.5K | – | $3.07M | 0.37% |
| AHR American Healthcare REIT, Inc. | +21.6K | +39.5% | $1.11M | 0.472% |
| WMT Walmart Inc. | +6,775 | +15.7% | $704.03K | 0.625% |
| EXR Extra Space Storage Inc. | +4,989 | +40.1% | $656.21K | 0.276% |
| TRNO Terreno Realty Corp | +9,631 | +15.2% | $621.74K | 0.569% |
| MAA Mid America Apartment Communities Inc. | +5,148 | +48.0% | $606.28K | 0.225% |
| CIGI Colliers International Group Inc. | +2,900 | +5.3% | $369.94K | 0.886% |
| EQIX Equinix Inc | +50 | +1.3% | $50.58K | 0.49% |
| GIL Gildan Activewear Inc. | +392 | +0.7% | $23.77K | 0.435% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QSR Restaurant Brands International Inc. | -72.7K | -20.3% | $7.36M | 3.48% |
| TD Toronto Dominion Bank | -18.4K | -3.5% | $3.07M | 10.25% |
| CM Canadian Imperial Bank Of Commerce | -15.3K | -7.0% | $2.40M | 3.87% |
| RY Royal Bank Of Canada | -7,988 | -2.5% | $2.24M | 10.51% |
| BNS Bank Of Nova Scotia | -14.6K | -3.2% | $1.89M | 6.93% |
| TMO Thermo Fisher Scientific Inc. | -2,793 | -16.6% | $1.89M | 1.14% |
| TRP Tc Energy Corp | -16.4K | -2.7% | $1.35M | 5.85% |
| BCE Bce Inc | -40.0K | -2.8% | $1.16M | 4.91% |
| WELL Welltower Inc. | -4,806 | -26.7% | $1.11M | 0.365% |
| SU Suncor Energy Inc | -10.4K | -2.5% | $1.00M | 4.63% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SNY Sanofi | +74.5K | $3.07M | 0.37% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GLW Corning Inc | -599 | $153.00K | 0.018% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RY Royal Bank Of Canada | Financial Services | 311.5K | $87.21M | 10.51% | -7,988 | -2.5% | Reduced | 0.02% |
| 2 | TD Toronto Dominion Bank | Financial Services | 508.5K | $85.09M | 10.25% | -18.4K | -3.5% | Reduced | 0.03% |
| 3 | BNS Bank Of Nova Scotia | Others | 444.2K | $57.49M | 6.93% | -14.6K | -3.2% | Reduced | 0.04% |
| 4 | TRP Tc Energy Corp | Energy | 589.6K | $48.58M | 5.85% | -16.4K | -2.7% | Reduced | 0.06% |
| 5 | BCE Bce Inc | Communication Services | 1.41M | $40.73M | 4.91% | -40.0K | -2.8% | Reduced | 0.15% |
| 6 | SU Suncor Energy Inc | Energy | 398.4K | $38.44M | 4.63% | -10.4K | -2.5% | Reduced | 0.03% |
| 7 | CNQ CANADIAN NATURAL RESOURCES Ltd | Energy | 544.8K | $36.46M | 4.39% | -13.1K | -2.4% | Reduced | 0.03% |
| 8 | BIP Brookfield Infrastructure Partners L.P. | Industrials | 644.2K | $32.63M | 3.93% | -18.5K | -2.8% | Reduced | 0.1% |
| 9 | CM Canadian Imperial Bank Of Commerce | Financial Services | 204.8K | $32.10M | 3.87% | -15.3K | -7.0% | Reduced | 0.02% |
| 10 | NTR Nutrien Ltd. | Basic Materials | 311.4K | $31.12M | 3.75% | -8,888 | -2.8% | Reduced | 0.06% |
| 11 | QSR Restaurant Brands International Inc. | Consumer Discretionary | 284.8K | $28.85M | 3.48% | -72.7K | -20.3% | Reduced | 0.08% |
| 12 | MFC Manulife Financial Corp | Financial Services | 466.0K | $28.26M | 3.41% | -13.1K | -2.7% | Reduced | 0.03% |
| 13 | MGA Magna International Inc | Consumer Discretionary | 260.2K | $23.59M | 2.84% | -6,080 | -2.3% | Reduced | 0.09% |
| 14 | BN BROOKFIELD Corp | Financial Services | 430.6K | $22.36M | 2.69% | -9,154 | -2.1% | Reduced | 0.02% |
| 15 | FSV FirstService Corp | Industrials | 66.7K | $12.16M | 1.47% | -244 | -0.4% | Reduced | 0.15% |
Tip. Select a row to see that position’s full history at Morguard Lincluden Global Investments.
As of its Q3 2026 13F filing, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd’s five largest positions were Royal Bank Of Canada (RY) at 10.5%, Toronto Dominion Bank (TD) at 10.3%, Bank Of Nova Scotia (BNS) at 6.9%, Tc Energy Corp (TRP) at 5.9%, Bce Inc (BCE) at 4.9% of the reported portfolio.
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported a 13F portfolio worth $829.89M across 59 positions for Q3 2026. That is down 3.2% from the previous quarter.
Its largest purchases by value were Sanofi ($3.07M), American Healthcare REIT, Inc. ($1.11M), Walmart Inc. ($704.03K). It opened 1 new positions.
Its largest sales by value were Restaurant Brands International Inc. ($7.36M), Toronto Dominion Bank ($3.07M), Canadian Imperial Bank Of Commerce ($2.40M). It exited 1 positions entirely.
From the Form 13F-HR reports MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.