LWIC
TCN

Leith Wheeler Investment Counsel’s Tricon Residential Inc. TCN Stock Holding History

Leith Wheeler Investment Counsel’s Portfolio TCN Stock Details TCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,842
Closed -$173K – 63
2023
Q2 		$173K Hold
14,842
– – 0.02% 63
2023
Q1 		$115K Buy
+14,842
New +$122K 0.02% 58

Other funds holding TCN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leith Wheeler Investment Counsel's TCN Position: Q3 2023 in Review

Leith Wheeler Investment Counsel sold out of Tricon Residential Inc. (TCN) in Q3 2023, closing a stake of 14,842 shares — an estimated $173K sold.

Leith Wheeler Investment Counsel first reported a position in TCN in Q1 2023 and held it in 2 quarters. The position peaked at $173K in Q2 2023. 139 funds tracked by Wall St. Rank hold TCN as of Q3 2023.

  • Leith Wheeler Investment Counsel reported no remaining Tricon Residential Inc. position as of Q3 2023 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 14,842 Tricon Residential Inc. shares in Q3 2023, an estimated $173K.
  • Leith Wheeler Investment Counsel first reported a position in Tricon Residential Inc. in Q1 2023 and held it in 2 quarters.
  • Leith Wheeler Investment Counsel's Tricon Residential Inc. position peaked at $173K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Tricon Residential Inc. as of Q3 2023.

Based on Leith Wheeler Investment Counsel's 13F filing for Q3 2023, filed 27 Oct 2023.