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Institutional

BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF)

CIK 0001001085
$74.23B
Reported AUM
132
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) · Q1 2026

AI · grounded in 13F

BROOKFIELD Corp /ON/ established a new position in Brookfield Business Corp BBUC valued at $4.52B. The fund also increased its holdings in Plains All American Pipeline LP PAA by 428.19% and NiSource Inc NI by 154.72%. Conversely, it closed positions in Brookfield Business Partners L and Xcel Energy Inc XEL.

Portfolio · Q1 2026

BAM$53.03BCQP$6.57BBBUC$4.52BBEPBNOtherBB

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BAMBrookfield Asset Management Lt$47.971.30%-17.90%87.24%$53.03B71.44%HELD
2CQPCheniere Energy Partners LP$65.063.20%21.34%120.40%$6.57B8.85%HELD
3BBUCBrookfield Business Corp$31.46-1.35%7.67%23.70%$4.52B6.08%HELD
4BEPBrookfield Renewable Partners$32.663.19%29.35%-0.80%$2.65B3.58%HELD
5BNBrookfield Corp$42.030.80%-2.92%46.28%$1.89B2.54%HELD
6BEPCBrookfield Renewable Corp$33.143.18%1.75%-7.11%$402.1M0.54%HELD
7WMBWilliams Cos Inc/The$70.911.11%20.12%257.42%$377.6M0.51%HELD
8TRGPTarga Resources Corp$268.341.39%67.46%575.79%$366.7M0.49%HELD
9TACTransAlta Corp$12.863.46%1.23%36.84%$354.3M0.48%HELD
10LNGCheniere Energy Inc$258.06-0.21%9.35%209.46%$256.1M0.34%HELD
11PCGPG&E Corp$17.780.40%26.75%96.50%$192.9M0.26%HELD
12NEENextEra Energy Inc$87.93-0.60%29.29%19.57%$192.0M0.26%HELD
13CNPCenterPoint Energy Inc$42.15-1.82%13.11%92.97%$184.3M0.25%HELD
14CCICrown Castle Inc$76.51-3.26%-24.97%-50.02%$176.9M0.24%HELD
15NINiSource Inc$45.070.58%7.31%112.44%$171.7M0.23%HELD
16BIPBrookfield Infrastructure Part$42.39-0.54%41.20%38.85%$169.3M0.23%HELD
17SRESempra$89.580.86%12.87%56.98%$156.5M0.21%HELD
18FEFirstEnergy Corp$48.71-0.85%17.36%52.09%$132.8M0.18%HELD
19ETEnergy Transfer LP$20.240.20%22.33%217.11%$124.4M0.17%HELD
20MPLXMPLX LP$57.61-0.31%20.57%212.56%$124.1M0.17%HELD
21CSXCSX Corp$50.19-1.08%46.98%66.46%$116.8M0.16%HELD
22EQIXEquinix Inc$1046.713.84%39.13%36.86%$109.1M0.15%HELD
23TRPTC Energy Corp$68.091.20%41.78%81.43%$108.6M0.15%HELD
24UNPUnion Pacific Corp$289.39-0.96%34.09%47.81%$106.9M0.14%HELD
25KMIKinder Morgan Inc$31.66-0.60%16.81%154.18%$96.0M0.13%HELD
26LWLamb Weston Holdings Inc$53.55-0.80%-2.12%-10.06%$94.1M0.13%HELD
27PAAPlains All American Pipeline LP$24.82-0.28%46.76%284.24%$82.4M0.11%HELD
28EPDEnterprise Products Partners LP$38.12-1.42%31.98%143.98%$78.4M0.11%HELD
29ENBEnbridge Inc$55.440.54%24.25%87.29%$69.8M0.09%HELD
30DTMDT Midstream Inc$136.770.60%33.06%263.58%$68.0M0.09%HELD
31OKEONEOK Inc$89.07-1.03%$67.7M0.09%HELD
32SWXSouthwest Gas Holdings Inc$90.30-1.63%$60.8M0.08%HELD
33WELLWelltower Inc$235.63-2.26%$60.7M0.08%HELD
34BNTBrookfield Wealth Solutions$42.75-0.07%$56.1M0.08%HELD
35NKENIKE Inc$42.29-2.15%$53.3M0.07%HELD
36PLDPrologis Inc$146.190.49%$50.7M0.07%HELD
37PAGPPlains GP Holdings LP$26.58-0.28%$48.2M0.06%HELD
38IDAIDACORP Inc$141.90-1.73%$44.5M0.06%HELD
39AMAntero Midstream Corp$21.550.14%$44.1M0.06%HELD
40GLNGGolar LNG Ltd$48.241.87%$42.7M0.06%HELD
41AMTAmerican Tower Corp$174.46-2.68%$37.7M0.05%HELD
42CMSCMS Energy Corp$72.26-2.82%$28.1M0.04%HELD
43HESMHess Midstream LP$40.27-0.44%$28.0M0.04%HELD
44WESWestern Midstream Partners LP$47.521.13%$27.6M0.04%HELD
45GLIBKGCI Liberty Inc$23.04-1.33%$27.0M0.04%HELD
46KKRKKR & Co Inc$100.981.71%$26.1M0.04%HELD
47BXBlackstone Group Inc/The$128.07-1.03%$25.9M0.03%HELD
48SPGSimon Property Group Inc$230.44-2.19%$25.7M0.03%HELD
49EXRExtra Space Storage Inc$148.21-3.04%$23.3M0.03%HELD
50DEODiageo PLC$89.06-0.11%$22.3M0.03%HELD
51ESEversource Energy$73.84-1.23%$19.6M0.03%HELD
52NTSTNETSTREIT Corp$21.59-1.51%$19.6M0.03%HELD
53ELSEquity LifeStyle Properties Inc$65.53-3.13%$19.4M0.03%HELD
54EVRGEvergy Inc$83.25-0.89%$19.4M0.03%HELD
55IRMIron Mountain Inc$124.643.22%$19.2M0.03%HELD
56FRFirst Industrial Realty Trust Inc$65.980.99%$17.9M0.02%HELD
57EPRTEssential Properties Realty Trust Inc$31.27-2.28%$17.8M0.02%HELD
58BRXBrixmor Property Group Inc$31.50-0.51%$17.8M0.02%HELD
59APCARKO Petroleum Corp$20.180.90%$17.7M0.02%HELD
60SOBOSouth Bow Corp$37.420.21%$17.2M0.02%HELD
61MAAMid-America Apartment Communities Inc$133.32-2.96%$16.8M0.02%HELD
62DLRDigital Realty Trust Inc$193.192.66%$16.7M0.02%HELD
63TTANSERVICETITAN INC$79.87-5.17%$16.7M0.02%HELD
64KGSKodiak Gas Services Inc$58.275.95%$16.2M0.02%HELD
65WPCWP Carey Inc$74.08-0.84%$15.0M0.02%HELD
66VTRVentas Inc$91.92-5.94%$14.1M0.02%HELD
67KNTKKinetik Holdings Inc$50.02-1.15%$13.8M0.02%HELD
68ESSEssex Property Trust Inc$281.86-5.03%$12.8M0.02%HELD
69NFGNational Fuel Gas Co$82.471.89%$11.7M0.02%HELD
70AHRAmerican Healthcare REIT Inc$55.73-3.11%$10.7M0.01%HELD
71SBRASabra Health Care REIT Inc$21.32-3.31%$9.7M0.01%HELD
72TRNOTerreno Realty Corp$72.330.82%$8.4M0.01%HELD
73HSTHost Hotels & Resorts Inc$25.09-1.76%$8.4M0.01%HELD
74EQREquity Residential$67.12-2.51%$8.1M0.01%HELD
75AKRAcadia Realty Trust$22.43-0.88%$7.3M0.01%HELD
76VNOVornado Realty Trust$40.15-1.23%$6.5M0.01%HELD
77VICIVICI Properties Inc$26.31-3.02%$6.3M0.01%HELD
78WMWaste Management Inc$226.33-4.34%$5.9M0.01%HELD
79CURBCurbline Properties Corp$30.58-0.39%$5.8M0.01%HELD
80CUZCousins Properties Inc$31.93-1.15%$5.6M0.01%HELD
81UEUrban Edge Properties$22.81-0.74%$5.5M0.01%HELD
82AEPAmerican Electric Power Co Inc$127.78-1.25%$5.0M0.01%HELD
83RSGRepublic Services Inc$211.33-3.46%$4.9M0.01%HELD
84SMASmartstop Self Storage REIT In$33.56-3.89%$4.1M0.01%HELD
85LINELineage Inc$42.85-3.36%$3.9M0.01%HELD
86PARRPar Pacific Holdings Inc$85.913.42%$3.8M0.01%HELD
87CWENClearway Energy Inc$31.733.09%$3.6M0.00%HELD
88PEBPebblebrook Hotel Trust$18.71-2.75%$3.3M0.00%HELD
89AWKAmerican Water Works Co Inc$136.81-0.93%$3.0M0.00%HELD
90TTTrane Technologies plc$440.28-1.46%$2.9M0.00%HELD
91CEGConstellation Energy Corp$263.562.17%$2.9M0.00%HELD
92NXTNextpower Inc$96.904.56%$2.9M0.00%HELD
93ESRTEmpire State Realty Trust Inc$5.00-13.79%$2.7M0.00%HELD
94GEVGE Vernova Inc$981.989.07%$2.0M0.00%HELD
95CARRCarrier Global Corp$61.392.45%$1.7M0.00%HELD
96RABrookfield Real Assets Income Fund Inc$12.770.16%$1.3M0.00%HELD
97SMSM Energy Co$31.63-0.28%$998K0.00%HELD
98RUNSunrun Inc$9.520.53%$978K0.00%HELD
99RLJ 1.95 PERP ARLJ Lodging Trust$779K0.00%HELD
100EPR 9 PERP EEPR Properties$736K0.00%HELD
101SBACSBA Communications Corp$586K0.00%HELD
102KIM 7.25 PERP NKimco Realty Corp$515K0.00%HELD
103LXP 6.5 PERP CLexington Realty Trust$492K0.00%HELD
104METMetLife Inc$292K0.00%HELD
105GBILGoldman Sachs Access Treasury$139K0.00%HELD
106ETREntergy Corp$121K0.00%HELD
107PNWPinnacle West Capital Corp$121K0.00%HELD
108TLNTalen Energy Corp$118K0.00%HELD
109STWDStarwood Property Trust Inc$113K0.00%HELD
110VRTVertiv Holdings Co$110K0.00%HELD
111BEBloom Energy Corp$101K0.00%HELD
112ADArray Digital Infrastructure I$97K0.00%HELD
113MTZMasTec Inc$96K0.00%HELD
114DYDycom Industries Inc$88K0.00%HELD
115FSLRFirst Solar Inc$88K0.00%HELD
116XBPXBP Global Holdings Inc$87K0.00%HELD
117LADRLadder Capital Corp$53K0.00%HELD
118CDPCOPT Defense Properties$30K0.00%HELD
119PEB 6.3 PERP FPebblebrook Hotel Trust$30K0.00%HELD
120AATAmerican Assets Trust Inc$29K0.00%HELD
121ABRArbor Realty Trust Inc$29K0.00%HELD
122LAMRLamar Advertising Co$29K0.00%HELD
123HIWHighwoods Properties Inc$24K0.00%HELD
124SLGSL Green Realty Corp$23K0.00%HELD
125PDMPiedmont Realty Trust Inc$23K0.00%HELD
126JLLJones Lang LaSalle Inc$8K0.00%HELD
127HRHealthcare Realty Trust Inc$7K0.00%HELD
128CBRECBRE Group Inc$7K0.00%HELD
129WYWeyerhaeuser Co$7K0.00%HELD
130FPHFive Point Holdings LLC$6K0.00%HELD
131KRCKilroy Realty Corp$5K0.00%HELD
132SVCService Properties Trust$5K0.00%HELD

Source: SEC EDGAR · accession 0001193125-26-227044. 13F discloses long positions only — shorts, foreign equities, and options are excluded.