LINCLUDEN MANAGEMENT LTD BIP — BROOKFIELD INFRASTRUCTURE PA

Ownership history in LINCLUDEN MANAGEMENT LTD  ·  6 quarters on record

AI Ownership Summary

LINCLUDEN MANAGEMENT LTD reported BROOKFIELD INFRASTRUCTURE PA (BIP) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.61% in 2025 Q4. The latest visible filing shows BIP at 2.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LINCLUDEN MANAGEMENT LTD's position in BROOKFIELD INFRASTRUCTURE PA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIP was reported at 2.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIP stock page LINCLUDEN MANAGEMENT LTD fund profile LINCLUDEN MANAGEMENT LTD full holdings
How LINCLUDEN MANAGEMENT LTD held BIP — position size vs. price
% of Fund (quarterly)    BIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 643,160 +66,309 +11.5% 2.61% $30.7M 2026-02-14 (Est.) $38.31
2025 Q2 REDUCED — — — 576,851 -13,432 -2.3% 2.13% $19.3M 2025-07-25 $31.17
2025 Q1 REDUCED — — — 590,283 -9,456 -1.6% 2.23% $17.6M 2025-05-06 $29.99
2024 Q4 REDUCED — — — 599,739 -19,569 -3.2% 2.31% $19.1M 2025-02-04 $31.08
2024 Q3 REDUCED — — — 619,308 -19,622 -3.1% 2.37% $21.8M 2024-10-28 $33.29
2024 Q2 INITIATED — — — 638,930 — — 2.13% $17.6M 2024-07-24 $28.77

🏢 Other funds also holding BIP

As of 2026 Q1 — sorted by position size

Summerhill Capital Management lnc. 7.33% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 2.03% Gold Investment Management Ltd. 1.98% Sage Investment Counsel LLC 1.51% EPIQ PARTNERS, LLC 3Y 1.36% HERBST GROUP, LLC 3Y 1.32% Tranquility Partners, LLC 3Y 1.13% Addenda Capital Inc. 3Y 7Y 1.09% Baskin Financial Services Inc. 3Y 7Y 0.9% Munro Partners 0.87%

FAQ About LINCLUDEN MANAGEMENT LTD and BIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has LINCLUDEN MANAGEMENT LTD reported owning BIP?

LINCLUDEN MANAGEMENT LTD reported BIP across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BIP position in LINCLUDEN MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for BIP was 2.61% in 2025 Q4.

What is the latest reported BIP position on this page?

The most recent filing on this page is 2025 Q4, when LINCLUDEN MANAGEMENT LTD reported 643,160 shares, equal to 2.61% of portfolio, with an estimated market value of $30.7M.

What does the chart on this BIP ownership page compare?

The chart compares LINCLUDEN MANAGEMENT LTD's quarterly BIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LINCLUDEN MANAGEMENT LTD time their BIP position?

Based on 13F filing dates vs. subsequent BIP price moves, LINCLUDEN MANAGEMENT LTD correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BIP relative to SPY over the holding period was +2.4%.

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