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Brookfield Corporation

Brookfield Corporation

Brookfield Corporation (Bruce Flatt) latest 13F portfolio: 132 holdings worth $74.2B as of Q1 2026.

Backtested since 2020: mirroring Brookfield Corporation's reported 13F equity holdings each quarter would have returned +45.8% versus +169.7%for the S&P 500 (+6.3% annualized). See the Performance tab for the full equity curve.

Investor:  Bruce Flatt

Number of Assets:  132

Reporting Period:   Q1 - 2026

Holdings at Report:   $74,226,181,004

Return $ Since Report:   +$3,376,143,274

Return % Since Report:   +4.55%

13F Holdings

Company
Position
Activity
Shares
Port. %
Rep. Price
Curr. Price
Rep. Value
Curr. Value
Return Value
Return %
United States Cellular Corp. (USM)
Equity
-24.13%
2,110
0.00%
$46.14
$48.80
$97,355
$102,968
+$5,613
+5.77%
Lexington Realty Trust
C.Pref
-53.09%
10,702
N/A
$46.00
N/A
$492,292
N/A
N/A
N/A
EPR Properties
C.Pref
-34.54%
24,220
N/A
$30.38
N/A
$735,804
N/A
N/A
N/A
Pebblebrook Hotel Trust
C.Pref
+100%
1,536
N/A
$19.30
N/A
$29,645
N/A
N/A
N/A
South Bow Corp. (SOBO.TO)
Equity
-57.33%
517,205
0.02%
$33.32
$50.88
$17,233,286
$26,315,390
+$9,082,104
+52.70%
Rlj Lodging Trust
C.Pref
-23.68%
32,317
N/A
$24.10
N/A
$778,840
N/A
N/A
N/A
Diageo PLC (DEO)
Equity
+100%
299,180
0.03%
$74.45
$89.16
$22,273,951
$26,674,889
+$4,400,938
+19.76%
Firstenergy Corp. (FE)
Equity
+6.37%
2,621,338
0.18%
$50.66
$49.13
$132,796,983
$128,786,336
-$4,010,647
-3.02%
Par Pacific Holdings Inc. (PARR)
Equity
0%
61,069
0.01%
$62.64
$83.07
$3,825,362
$5,073,002
+$1,247,640
+32.61%
Servicetitan Inc. (TTAN)
Equity
0%
263,000
0.02%
$63.46
$84.22
$16,689,980
$22,149,860
+$5,459,880
+32.71%
XBP Global Holdings inc (XBP)
Equity
-0.01%
19,681
0.00%
$4.40
$3.40
$86,596
$66,915
-$19,681
-22.73%
Goldman Sachs Access Treasury 0-1 Year ETF (GBIL)
Equity
+100%
1,390
0.00%
$100.19
$100.16
$139,264
$139,222
-$42
-0.03%
Acadia Realty Trust (AKR)
Equity
-44.29%
382,528
0.01%
$19.12
$22.63
$7,313,935
$8,656,609
+$1,342,674
+18.36%
Brookfield Infrastructure Part (BIP)
Equity
0%
4,686,497
0.23%
$36.12
$42.62
$169,276,272
$199,738,502
+$30,462,230
+18.00%
Brookfield Wealth Solutions Ltd. (BNT)
Equity
0%
1,355,764
0.08%
$41.40
$42.78
$56,128,630
$57,999,584
+$1,870,954
+3.33%
American Healthcare Reit Inc. (AHR)
Equity
-6.66%
226,883
0.01%
$47.16
$57.52
$10,699,802
$13,050,310
+$2,350,508
+21.97%
Hess Midstream Lp (HESM)
Equity
-25.94%
720,858
0.04%
$38.87
$40.45
$28,019,749
$29,158,706
+$1,138,957
+4.06%
American Assets Trust Inc. (AAT)
Equity
+63.30%
1,602
0.00%
$18.41
$23.72
$29,493
$37,999
+$8,506
+28.84%
Highwoods Properties Inc. (HIW)
Equity
-99.59%
1,103
0.00%
$21.41
$34.40
$23,615
$37,943
+$14,328
+60.67%
American Electric Power Company Inc. (AEP)
Equity
-0.24%
38,366
0.01%
$131.08
$129.40
$5,029,015
$4,964,560
-$64,455
-1.28%
American Water Works Company Inc. (AWK)
Equity
-83.64%
22,198
0.00%
$136.09
$138.09
$3,020,926
$3,065,322
+$44,396
+1.47%
Southwest Gas Holdings Inc. (SWX)
Equity
+106.95%
699,626
0.08%
$86.90
$91.80
$60,797,499
$64,225,667
+$3,428,168
+5.64%
Union Pacific Corp. (UNP)
Equity
-1.80%
440,627
0.14%
$242.62
$292.19
$106,904,923
$128,746,803
+$21,841,880
+20.43%
Vornado Realty Trust (VNO)
Equity
+50980.78%
249,785
0.01%
$25.99
$40.65
$6,491,912
$10,153,760
+$3,661,848
+56.41%
Essential Properties Realty Trust Inc. (EPRT)
Equity
-12.55%
585,640
0.02%
$30.36
$32.00
$17,780,030
$18,740,480
+$960,450
+5.40%
Kinetik Holdings Inc. (KNTK)
Equity
-10.68%
285,789
0.02%
$48.41
$50.60
$13,835,045
$14,460,923
+$625,878
+4.52%
American Tower Corp. (AMT)
Equity
+0.72%
218,234
0.05%
$172.58
$179.26
$37,662,824
$39,120,627
+$1,457,803
+3.87%
Arbor Realty Trust Inc. (ABR)
Equity
-25.20%
3,757
0.00%
$7.71
$5.08
$28,966
$19,086
-$9,880
-34.11%
Bloom Energy Corp. (BE)
Equity
-95.32%
747
0.00%
$135.49
$163.75
$101,211
$122,321
+$21,110
+20.86%
Brookfield Real Assets Income Fund Inc. (RA)
Equity
0%
100,582
0.00%
$12.86
$12.75
$1,293,479
$1,282,421
-$11,059
-0.85%
CMS Energy Corp. (CMS)
Equity
+752.07%
362,641
0.04%
$77.58
$74.36
$28,133,689
$26,965,985
-$1,167,704
-4.15%
Brookfield Renewable Corp. (BEPC)
Equity
0%
10,094,152
0.54%
$39.83
$32.12
$402,050,074
$324,224,162
-$77,825,912
-19.36%
Brookfield Renewable Partners (BEP)
Equity
0%
81,306,719
3.58%
$32.64
$31.65
$2,653,851,308
$2,573,357,656
-$80,493,652
-3.03%
Cheniere Energy Partners L.P. (CQP)
Equity
0%
101,620,376
8.85%
$64.63
$63.04
$6,567,724,901
$6,406,148,503
-$161,576,398
-2.46%
Csx Corp. (CSX)
Equity
-1.05%
2,844,708
0.16%
$41.05
$50.74
$116,775,263
$144,340,484
+$27,565,221
+23.61%
Cousins Properties Inc. (CUZ)
Equity
+100%
246,002
0.01%
$22.57
$32.30
$5,552,265
$7,945,865
+$2,393,600
+43.11%
GCI Liberty INC (GLIBK)
Equity
0%
726,398
0.04%
$37.21
$23.35
$27,029,270
$16,961,393
-$10,067,877
-37.25%
Digital Realty Trust Inc. (DLR)
Equity
-28.96%
92,787
0.02%
$180.21
$188.18
$16,721,145
$17,460,658
+$739,513
+4.42%
KKR & Co. Inc. (KKR)
Equity
+100%
282,000
0.04%
$92.50
$99.28
$26,085,000
$27,996,960
+$1,911,960
+7.33%
Lamb Weston Holdings Inc. (LW)
Equity
0%
2,226,311
0.13%
$42.26
$53.98
$94,083,903
$120,176,268
+$26,092,365
+27.73%
Metlife Inc. (MET)
Equity
0%
4,133
0.00%
$70.72
$97.02
$292,286
$400,984
+$108,698
+37.19%
Nike Inc. (NKE)
Equity
0%
1,008,598
0.07%
$52.82
$43.22
$53,274,146
$43,591,606
-$9,682,540
-18.17%
Western Midstream Partners Lp (WES)
Equity
-1.45%
671,010
0.04%
$41.17
$46.99
$27,625,490
$31,530,760
+$3,905,270
+14.14%
Weyerhaeuser Company (WY)
Equity
+100%
287
0.00%
$24.43
$24.45
$7,011
$7,017
+$6
+0.09%
The Williams Companies Inc. (WMB)
Equity
-14.46%
5,187,832
0.51%
$72.78
$70.13
$377,570,444
$363,822,658
-$13,747,786
-3.64%
Nextracker Inc. (NXT)
Equity
-9.08%
23,831
0.00%
$120.55
$92.67
$2,872,827
$2,208,419
-$664,408
-23.13%
Dycom Industries Inc. (DY)
Equity
+100%
260
0.00%
$338.82
$371.92
$88,093
$96,699
+$8,606
+9.77%
Empire State Realty Trust Inc. (ESRT)
Equity
+100%
511,906
0.00%
$5.20
$5.80
$2,661,911
$2,969,055
+$307,144
+11.54%
SM Energy Company (SM)
Equity
+100%
32,016
0.00%
$31.18
$31.72
$998,259
$1,015,548
+$17,289
+1.73%
Enterprise Products Partners L.P. (EPD)
Equity
-1.66%
2,071,160
0.11%
$37.84
$38.67
$78,372,693
$80,091,757
+$1,719,064
+2.19%
Transalta Corp. (TAC)
Equity
+0.03%
26,954,624
0.48%
$13.14
$12.43
$354,270,014
$335,045,976
-$19,224,038
-5.43%
Essex Property Trust Inc. (ESS)
Equity
-29.16%
53,076
0.02%
$242.00
$296.80
$12,844,392
$15,752,957
+$2,908,565
+22.64%
First Solar Inc. (FSLR)
Equity
-94.18%
444
0.00%
$197.26
$199.24
$87,583
$88,463
+$880
+1.00%
Ladder Capital corp (LADR)
Equity
+52.68%
5,414
0.00%
$9.77
$9.81
$52,895
$53,111
+$216
+0.41%
Lamar Advertising Company (LAMR)
Equity
+39.88%
228
0.00%
$126.66
$164.33
$28,878
$37,467
+$8,589
+29.74%
Vici Properties Inc. (VICI)
Equity
+100%
231,150
0.01%
$27.32
$27.13
$6,315,018
$6,271,100
-$43,919
-0.70%
Blackstone Inc. (BX)
Equity
+100%
225,542
0.03%
$114.99
$129.40
$25,935,075
$29,185,135
+$3,250,060
+12.53%
Brookfield Corp. (BN)
Equity
0%
46,581,943
2.54%
$40.47
$41.69
$1,885,171,233
$1,942,001,204
+$56,829,971
+3.01%
Brookfield Asset Management Ltd. (BAM)
Equity
0%
1,193,021,145
71.44%
$44.45
$47.35
$53,029,789,895
$56,489,551,216
+$3,459,761,321
+6.52%
Mastec Inc. (MTZ)
Equity
-14.81%
299
0.00%
$321.74
$287.42
$96,200
$85,939
-$10,261
-10.67%
National Fuel Gas Company (NFG)
Equity
-1.96%
124,827
0.02%
$93.96
$80.94
$11,728,745
$10,103,497
-$1,625,248
-13.86%
Oneok Inc. (OKE)
Equity
-15.21%
749,150
0.09%
$90.39
$90.00
$67,715,690
$67,423,500
-$292,190
-0.43%
Piedmont Office Realty Trust Inc. (PDM)
Equity
+54.55%
3,465
0.00%
$6.57
$9.91
$22,765
$34,338
+$11,573
+50.84%
Pinnacle West Capital Corporation (PNW)
Equity
+100%
1,204
0.00%
$100.75
$102.28
$121,303
$123,145
+$1,842
+1.52%
Plains All American Pipeline L.P. (PAA)
Equity
+428.19%
3,691,435
0.11%
$22.33
$24.89
$82,429,734
$91,879,817
+$9,450,083
+11.46%
Republic Services Inc. (RSG)
Equity
+68.44%
22,502
0.01%
$219.02
$218.91
$4,928,388
$4,925,913
-$2,475
-0.05%
Sempra (SRE)
Equity
-16.27%
1,610,550
0.21%
$97.17
$88.82
$156,497,144
$143,049,051
-$13,448,093
-8.59%
Simon Property Group Inc. (SPG)
Equity
-4.99%
137,654
0.03%
$186.53
$235.61
$25,676,601
$32,432,659
+$6,756,058
+26.31%
Antero Midstream Corp. (AM)
Equity
-11.05%
1,935,500
0.06%
$22.80
$21.52
$44,129,400
$41,651,960
-$2,477,440
-5.61%
Brixmor Property Group Inc. (BRX)
Equity
-23.13%
617,354
0.02%
$28.80
$31.66
$17,779,795
$19,545,428
+$1,765,633
+9.93%
Centerpoint Energy Inc. (CNP)
Equity
-5.18%
4,270,311
0.25%
$43.16
$42.93
$184,306,623
$183,324,451
-$982,172
-0.53%
Cheniere Energy Inc. (LNG)
Equity
-0.52%
902,436
0.34%
$283.76
$258.61
$256,075,245
$233,378,974
-$22,696,271
-8.86%
Arko Pete corp (APC)
Equity
+100%
991,000
0.02%
$17.89
$20.00
$17,728,990
$19,820,000
+$2,091,010
+11.79%
Brookfield Business corp (BBUC)
Equity
+100%
142,749,301
6.08%
$31.64
$31.89
$4,516,587,883
$4,552,275,209
+$35,687,326
+0.79%
Idacorp. Inc. (IDA)
Equity
+24.14%
311,159
0.06%
$142.97
$144.40
$44,486,402
$44,931,360
+$444,958
+1.00%
Iron Mountain Inc. (IRM)
Equity
+31.35%
188,255
0.03%
$102.14
$120.75
$19,228,366
$22,731,791
+$3,503,425
+18.22%
Enbridge Inc. (ENB)
Equity
-30.91%
1,289,260
0.09%
$54.14
$55.14
$69,800,545
$71,089,796
+$1,289,251
+1.85%
GE Vernova Inc. (GEV)
Equity
-5.72%
2,293
0.00%
$872.90
$900.28
$2,001,560
$2,064,342
+$62,782
+3.14%
Mid-America Apartment Communities Inc. (MAA)
Equity
-32.26%
137,385
0.02%
$122.12
$137.38
$16,777,456
$18,873,951
+$2,096,495
+12.50%
Starwood Property Trust Inc. (STWD)
Equity
+119.41%
6,567
0.00%
$17.22
$16.52
$113,084
$108,487
-$4,597
-4.07%
CBRE Group Inc. (CBRE)
Equity
+100%
52
0.00%
$135.46
$147.78
$7,044
$7,685
+$641
+9.09%
Carrier Global Corp. (CARR)
Equity
+100%
30,812
0.00%
$56.31
$59.92
$1,735,024
$1,846,255
+$111,231
+6.41%
Equity Lifestyle Properties Inc. (ELS)
Equity
+100%
311,259
0.03%
$62.42
$67.65
$19,428,787
$21,056,671
+$1,627,884
+8.38%
Equity Residential (EQR)
Equity
+100%
136,141
0.01%
$59.15
$68.85
$8,052,740
$9,373,308
+$1,320,568
+16.40%
Evergy Inc. (EVRG)
Equity
-34.88%
237,114
0.03%
$81.92
$84.00
$19,424,379
$19,917,576
+$493,197
+2.54%
Eversource Energy (ES)
Equity
-70.15%
283,532
0.03%
$69.28
$74.76
$19,643,097
$21,196,852
+$1,553,755
+7.91%
Extra Space Storage Inc. (EXR)
Equity
-6.50%
177,998
0.03%
$131.13
$152.85
$23,340,878
$27,206,994
+$3,866,116
+16.56%
First Industrial Realty Trust Inc. (FR)
Equity
-35.83%
308,687
0.02%
$57.85
$65.33
$17,857,543
$20,166,522
+$2,308,979
+12.93%
Five Point Holdings LLC (FPH)
Equity
+58.30%
1,306
0.00%
$4.84
$5.35
$6,321
$6,987
+$666
+10.54%
Jones Lang Lasalle Inc. (JLL)
Equity
+100%
27
0.00%
$304.33
$340.00
$8,217
$9,180
+$963
+11.72%
Kimco Realty Corp. (KIM)
Equity
-40.63%
8,614
0.00%
$59.75
$26.01
$514,687
$224,050
-$290,637
-56.47%
Kinder Morgan Inc. (KMI)
Equity
+28.03%
2,862,006
0.13%
$33.53
$31.85
$95,963,067
$91,154,891
-$4,808,176
-5.01%
Kodiak Gas Services Inc. (KGS)
Equity
-64.72%
278,137
0.02%
$58.32
$55.00
$16,220,923
$15,297,535
-$923,388
-5.69%
Smartstop Self Storag REIT I (SMA)
Equity
-57.78%
134,578
0.01%
$30.28
$34.92
$4,075,022
$4,699,464
+$624,442
+15.32%
Tc Energy Corp. (TRP)
Equity
+8.88%
1,735,576
0.15%
$62.60
$67.28
$108,647,031
$116,769,553
+$8,122,522
+7.48%
Clearway Energy Inc. (CWEN)
Equity
-36.52%
91,371
0.00%
$39.29
$30.78
$3,589,967
$2,812,399
-$777,568
-21.66%
Constellation Energy Corp. (CEG)
Equity
+27.77%
10,330
0.00%
$279.25
$257.95
$2,884,653
$2,664,624
-$220,029
-7.63%
Copt Defense Properties (CDP)
Equity
+46.10%
992
0.00%
$30.60
$38.08
$30,355
$37,775
+$7,420
+24.45%
Crown Castle Inc. (CCI)
Equity
-5.27%
2,175,839
0.24%
$81.31
$79.09
$176,917,469
$172,087,107
-$4,830,362
-2.73%
Curbline Properties Corp. (CURB)
Equity
-0.05%
224,687
0.01%
$25.79
$30.70
$5,794,678
$6,897,891
+$1,103,213
+19.04%
Dt Midstream Inc. (DTM)
Equity
-0.98%
505,281
0.09%
$134.67
$135.95
$68,046,137
$68,692,952
+$646,815
+0.95%
Energy Transfer Lp (ET)
Equity
-8.75%
6,445,333
0.17%
$19.30
$20.20
$124,394,929
$130,195,727
+$5,800,798
+4.66%
Entergy Corp. (ETR)
Equity
-99.48%
1,080
0.00%
$112.36
$107.79
$121,349
$116,413
-$4,936
-4.07%
Equinix Inc. (EQIX)
Equity
+9.81%
111,262
0.15%
$980.24
$1,008.02
$109,063,463
$112,154,321
+$3,090,858
+2.83%
Healthcare Realty Trust Inc. (HR)
Equity
+100%
430
0.00%
$16.99
$21.81
$7,306
$9,378
+$2,072
+28.36%
Nextera Energy Inc. (NEE)
Equity
-0.17%
2,067,489
0.26%
$92.88
$88.46
$192,028,378
$182,890,077
-$9,138,301
-4.76%
Nisource Inc. (NI)
Equity
+154.72%
3,680,202
0.23%
$46.66
$44.81
$171,718,225
$164,909,852
-$6,808,373
-3.96%
PG&E Corp. (PCG)
Equity
-3.24%
10,977,156
0.26%
$17.57
$17.71
$192,868,631
$194,405,433
+$1,536,802
+0.80%
Pebblebrook Hotel Trust (PEB)
Equity
-43.49%
263,766
0.00%
$12.63
$19.24
$3,331,365
$5,074,858
+$1,743,493
+52.34%
SL Green Realty Corp. (SLG)
Equity
-99.72%
617
0.00%
$36.94
$53.82
$22,792
$33,207
+$10,415
+45.70%
Sabra Health Care Reit Inc. (SBRA)
Equity
+100%
504,943
0.01%
$19.23
$22.05
$9,710,054
$11,133,993
+$1,423,939
+14.66%
Service Properties Trust (SVC)
Equity
+100%
3,444
0.00%
$1.36
$8.12
$4,667
$27,965
+$23,298
+499.21%
Ventas Inc. (VTR)
Equity
-38.19%
171,919
0.02%
$81.78
$97.72
$14,059,536
$16,799,925
+$2,740,389
+19.49%
Host Hotels & Resorts Inc. (HST)
Equity
-18.36%
437,262
0.01%
$19.16
$25.54
$8,377,940
$11,167,671
+$2,789,731
+33.30%
Netstreit Corp. (NTST)
Equity
-3.53%
1,042,371
0.03%
$18.83
$21.92
$19,627,846
$22,848,772
+$3,220,926
+16.41%
Golar LNG Limited (GLNG)
Equity
+12.78%
789,859
0.06%
$54.11
$47.35
$42,739,262
$37,399,824
-$5,339,438
-12.49%
Kilroy Realty Corp. (KRC)
Equity
+68.42%
192
0.00%
$28.21
$39.43
$5,416
$7,571
+$2,155
+39.78%
Lineage Cell Therapeutics Inc. (LCTX)
Equity
+100%
119,912
0.01%
$32.76
$1.06
$3,928,317
$127,107
-$3,801,210
-96.76%
MPLX LP (MPLX)
Equity
-26.56%
2,173,816
0.17%
$57.07
$57.79
$124,059,673
$125,624,827
+$1,565,154
+1.26%
Plains Gp Holdings L.P. (PAGP)
Equity
-9.61%
1,987,158
0.07%
$24.28
$26.66
$48,248,196
$52,977,632
+$4,729,436
+9.80%
Prologis Inc. (PLD)
Equity
+17.93%
383,539
0.07%
$132.18
$145.47
$50,696,185
$55,793,418
+$5,097,233
+10.05%
Sba Communications Corp. (SBAC)
Equity
-15.30%
3,404
0.00%
$172.11
$186.29
$585,862
$634,131
+$48,269
+8.24%
Sunrun Inc. (RUN)
Equity
-4.90%
72,146
0.00%
$13.56
$9.47
$978,300
$683,223
-$295,077
-30.16%
Talen Energy Corp. (TLN)
Equity
+6.30%
371
0.00%
$319.23
$316.19
$118,434
$117,306
-$1,128
-0.95%
Targa Resources Corp. (TRGP)
Equity
-12.28%
1,462,383
0.49%
$250.73
$264.67
$366,663,197
$387,048,909
+$20,385,712
+5.56%
Terreno Realty Corp. (TRNO)
Equity
+1446.25%
136,936
0.01%
$61.42
$71.74
$8,410,609
$9,823,789
+$1,413,180
+16.80%
Urban Edge Properties (UE)
Equity
-4.97%
276,169
0.01%
$19.98
$22.98
$5,517,857
$6,346,364
+$828,507
+15.02%
Vertiv Holdings Co (VRT)
Equity
-7.20%
438
0.00%
$250.58
$223.04
$109,754
$97,692
-$12,062
-10.99%
W. P. Carey Inc. (WPC)
Equity
+100%
220,014
0.02%
$67.96
$74.71
$14,952,151
$16,437,246
+$1,485,095
+9.93%
Waste Management Inc. (WM)
Equity
+29.95%
25,879
0.01%
$229.79
$236.60
$5,946,735
$6,122,971
+$176,236
+2.96%
Welltower Inc. (WELL)
Equity
+2.98%
307,019
0.08%
$197.71
$241.08
$60,700,726
$74,016,141
+$13,315,415
+21.94%
Trane Technologies PLC (TT)
Equity
-5.02%
7,004
0.00%
$416.74
$446.80
$2,918,847
$3,129,387
+$210,540
+7.21%