BN BROOKFIELD CORPORATION CL-A LVS

Ownership history in DAVIS-REA LTD.  ·  27 quarters on record

This page tracks every 13F SEC filing in which DAVIS-REA LTD. reported a position in BROOKFIELD CORPORATION CL-A LVS (BN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.8% (2022 Q4)
Avg. % of fund
1.61%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 153,231 +46,511 +43.6% 1.76% $7.0M $45.81
2025 Q3 REDUCED 106,720 -7,120 -6.3% 1.78% $7.3M $45.58
2025 Q2 REDUCED 113,840 -1,299 -1.1% 1.74% $7.0M $41.05
2025 Q1 ADDED 115,139 +107,354 +1379.0% 1.60% $6.0M $34.73
2024 Q4 REDUCED 7,785 -3,448 -30.7% 0.23% $446K $38.00
2024 Q3 REDUCED 11,233 -500 -4.3% 0.26% $597K $35.11
2024 Q2 REDUCED 11,733 -16,315 -58.2% 0.24% $488K $27.40
2024 Q1 REDUCED 28,048 -33,001 -54.1% 0.53% $1.2M $27.56
2023 Q4 REDUCED 61,049 -49,930 -45.0% 1.26% $2.5M $26.36
2023 Q3 REDUCED 110,979 -7,190 -6.1% 1.89% $3.5M $20.50
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BN price (monthly, adj. close)
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