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Portfolio (Quarterly) Guide ↗

BROOKFIELD Corp /ON/

· CIK 0001001085
13F Portfolio $80.8B AUM 124 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 22 New 34 Added 46 Reduced 12 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EPR Properties 36,999.0 $1.1M 0.00% -12K -24.6% $29.92
42 Lexington Realty Trust 22,812.0 $1.1M 0.00% -1K -5.4% $47.10
43 RLJ Lodging Trust 42,344.0 $1.1M 0.00% -350.0 -0.8% $24.90
44 BNL Broadstone Net Lease Inc Real Estate 57,047.0 $991K 0.00% -507K -89.9% $17.37 +17.4%
45 Kimco Realty Corp 14,508.0 $850K 0.00% -1K -6.5% $58.57
46 SBAC SBA Communications Corp Real Estate 4,019.0 $777K 0.00% -434.0 -9.8% $193.43 +6.3%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 43.7%
Utilities 26.0%
Financial Services 23.2%
Real Estate 4.7%
Industrials 1.3%
Consumer Defensive 0.6%
Consumer Cyclical 0.4%
Technology 0.2%
Communication Services 0.0%