MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd opened 44 positions, added to 392, reduced 677 and sold out of 37.
- Q2 2026: Stock DSGX; Country of operation —; Class COM; Shares before 0.
- Q2 2026: Stock MAA; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock TD; Country of operation —; Class COM; Shares before 0.
- Q1 2026: Stock SU; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1058231), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-17); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-23); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-21); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-19); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-18); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-16); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2006-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | DSGX
DESCARTES SYSTEMS GROUP | | COM | 0 | 34,114 | +34,114 | $0 | $3,351 | +$3,351 | 2026-07-24 |
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| Q2 2026 | MAA
MID-AMER APT CMNTYS INC | United States | COM | 0 | 10,722 | +10,722 | $0 | $1,490 | +$1,490 | 2026-07-24 |
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| Q1 2026 | TD
TORONTO DOMINION BK ONT | | COM | 0 | 690,433 | +690,433 | $0 | $65,481 | +$65,481 | 2026-05-13 |
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| Q1 2026 | SU
SUNCOR ENERGY INC | | COM | 0 | 513,151 | +513,151 | $0 | $34,466 | +$34,466 | 2026-05-13 |
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| Q1 2026 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 0 | 687,609 | +687,609 | $0 | $28,295 | +$28,295 | 2026-05-13 |
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| Q1 2026 | USB
US BANCORP | United States | COM | 0 | 138,634 | +138,634 | $0 | $7,210 | +$7,210 | 2026-05-13 |
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| Q1 2026 | V
VISA INC | United States | COM CL A | 0 | 23,216 | +23,216 | $0 | $7,016 | +$7,016 | 2026-05-13 |
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| Q1 2026 | BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 0 | 70,083 | +70,083 | $0 | $3,164 | +$3,164 | 2026-05-13 |
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| Q4 2025 | BIP
BROOKFIELD INFRAST PARTNERS | | LP INT UNIT | 0 | 643,160 | +643,160 | $0 | $30,685 | +$30,685 | 2026-01-30 |
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| Q4 2025 | BGSI
BOYD GROUP SERVICES INC | | COM | 0 | 31,892 | +31,892 | $0 | $6,972 | +$6,972 | 2026-01-30 |
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| Q4 2025 | AHR
AMERICAN HEALTHCARE REIT INC | United States | COM | 0 | 37,595 | +37,595 | $0 | $1,769 | +$1,769 | 2026-01-30 |
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| Q3 2025 | LEN
LENNAR CORP | United States | CL A | 0 | 66,066 | +66,066 | $0 | $8,327 | +$8,327 | 2025-11-14 |
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| Q3 2025 | KBH
KB HOME | United States | COM | 0 | 30,884 | +30,884 | $0 | $1,965 | +$1,965 | 2025-11-14 |
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| Q2 2025 | NTR
NUTRIEN LTD. | | COM | 0 | 592,028 | +592,028 | $0 | $34,466 | +$34,466 | 2025-07-25 |
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| Q2 2025 | TMO
THERMO FISHER | United States | COM | 0 | 13,628 | +13,628 | $0 | $5,526 | +$5,526 | 2025-07-25 |
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| Q2 2025 | J
JACOBS SOLUTIONS INC. | United States | COM | 0 | 37,002 | +37,002 | $0 | $4,864 | +$4,864 | 2025-07-25 |
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| Q2 2025 | ULTA
ULTA BEAUTY INC. | United States | COM | 0 | 7,391 | +7,391 | $0 | $3,458 | +$3,458 | 2025-07-25 |
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| Q2 2025 | SUI
SUN CMNTYS INC | United States | COM | 0 | 22,478 | +22,478 | $0 | $2,843 | +$2,843 | 2025-07-25 |
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| Q4 2024 | BXP
BXP INC. | United States | COM | 0 | 38,668 | +38,668 | $0 | $2,875 | +$2,875 | 2025-02-04 |
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| Q4 2024 | BEPC
BROOKFIELD RENEWABLE | United States | CL A EX SUB VTG | 0 | 68,408 | +68,408 | $0 | $1,893 | +$1,893 | 2025-02-04 |
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| Q4 2024 | BNT
BROOKFIELD WEALTH SOLUTIONS | Bermuda | CL A EXCHANGEAB | 0 | 1,448 | +1,448 | $0 | $83 | +$83 | 2025-02-04 |
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| Q3 2024 | SYK
STRYKER CORP | United States | COM | 0 | 20 | +20 | $0 | $7 | +$7 | 2024-10-28 |
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| Q2 2024 | BIP
BROOKFIELD INFRASTRUCTURE PA | | LP INT UNIT | 0 | 638,930 | +638,930 | $0 | $17,563 | +$17,563 | 2024-07-24 |
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| Q1 2024 | CIGI
COLLIERS INTL GROUP INC. | | SUB VTG SHS | 0 | 56,582 | +56,582 | $0 | $6,914 | +$6,914 | 2024-05-07 |
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| Q1 2016 | BDN
BRANDYWINE REALTY TRUST | United States | SH BEN INT NEW | 0 | 192,550 | +192,550 | $0 | $2,701,000 | +$2,701,000 | 2016-04-21 |
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| Q4 2015 | UNP
UNION PACIFIC CORP. | United States | COM | 0 | 31,035 | +31,035 | $0 | $2,427,000 | +$2,427,000 | 2016-02-12 |
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| Q3 2015 | SPG
SIMON PROPERTY GROUP INC. | United States | COM | 0 | 20,430 | +20,430 | $0 | $3,753,000 | +$3,753,000 | 2015-11-09 |
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| Q3 2015 | CPT
CAMDEN PROPERTY TRUST | United States | SH BEN INT | 0 | 40,490 | +40,490 | $0 | $2,992,000 | +$2,992,000 | 2015-11-09 |
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| Q3 2015 | TRNO
TERRENO REALTY CORP. | United States | COM | 0 | 148,030 | +148,030 | $0 | $2,907,000 | +$2,907,000 | 2015-11-09 |
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| Q3 2015 | INN
SUMMIT HOTEL PROPERTIES INC. | United States | COM | 0 | 237,948 | +237,948 | $0 | $2,777,000 | +$2,777,000 | 2015-11-09 |
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| Q3 2015 | WELL
WELLTOWER INC. | United States | COM | 0 | 37,285 | +37,285 | $0 | $2,525,000 | +$2,525,000 | 2015-11-09 |
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| Q3 2015 | KIM
KIMCO REALTY CORP. | United States | COM | 0 | 102,380 | +102,380 | $0 | $2,501,000 | +$2,501,000 | 2015-11-09 |
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| Q3 2015 | MAT
MATTEL, INC. | United States | COM | 0 | 106,700 | +106,700 | $0 | $2,247,000 | +$2,247,000 | 2015-11-09 |
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| Q3 2015 | HOG
HARLEY DAVIDSON INC. | United States | COM | 0 | 10,300 | +10,300 | $0 | $565,000 | +$565,000 | 2015-11-09 |
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| Q3 2015 | AEO
AMERICAN EAGLE OUTFITTERS | United States | COM | 0 | 32,413 | +32,413 | $0 | $507,000 | +$507,000 | 2015-11-09 |
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| Q3 2015 | IBM
INTL BUSINESS MACHINES (IBM) | United States | COM | 0 | 3,347 | +3,347 | $0 | $485,000 | +$485,000 | 2015-11-09 |
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| Q3 2015 | BTE
BAYTEX ENERGY CORP. | | COM | 0 | 100,700 | +100,700 | $0 | $323,000 | +$323,000 | 2015-11-09 |
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| Q2 2015 | NGD
NEW GOLD INC. CDA | | COM | 0 | 15,985 | +15,985 | $0 | $66,000 | +$66,000 | 2015-07-31 |
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| Q1 2015 | BAX
BAXTER INTERNATIONAL INC. | United States | COM | 0 | 85,515 | +85,515 | $0 | $4,625,000 | +$4,625,000 | 2015-05-05 |
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| Q4 2014 | CVX
CHEVRON CORP. | United States | COM | 0 | 14,225 | +14,225 | $0 | $1,596,000 | +$1,596,000 | 2015-02-19 |
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| Q4 2014 | CNI
CANADIAN NATIONAL RAILWAY CO | | COM | 0 | 21,100 | +21,100 | $0 | $1,356,000 | +$1,356,000 | 2015-02-19 |
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| Q3 2014 | DE
DEERE & CO | United States | COM | 0 | 8,505 | +8,505 | $0 | $697,000 | +$697,000 | 2014-11-21 |
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| Q2 2014 | CVE
CENOVUS ENERGY INC. | | COM | 0 | 857,925 | +857,925 | $0 | $31,646,000 | +$31,646,000 | 2014-07-18 |
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| Q3 2013 | BB
BLACKBERRY LTD. | | COM | 0 | 343,970 | +343,970 | $0 | $2,703,000 | +$2,703,000 | 2013-11-13 |
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