BN BROOKFIELD CORP

Ownership history in LINCLUDEN MANAGEMENT LTD  ·  13 quarters on record

AI Ownership Summary

LINCLUDEN MANAGEMENT LTD reported BROOKFIELD CORP (BN) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 5.65% in 2024 Q4. The latest visible filing shows BN at 4.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BN 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 CORP, 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

BN was reported at 4.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.65% in 2024 Q4

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

Time in book
Holding Window
2023 Q3 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.

How LINCLUDEN MANAGEMENT LTD held BN — position size vs. price
% of Fund (quarterly)    BN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 763,376 +233,997 +44.2% 4.09% $48.1M 2026-02-14 (Est.) $47.70
2025 Q3 REDUCED 529,379 -61,836 -10.5% 4.02% $36.1M 2025-11-14 $43.91
2025 Q2 REDUCED 591,215 -35,343 -5.6% 4.04% $36.6M 2025-07-25 $44.87
2025 Q1 REDUCED 626,558 -184,923 -22.8% 4.17% $32.8M 2025-05-06 $36.14
2024 Q4 REDUCED 811,481 -61,658 -7.1% 5.65% $46.6M 2025-02-04 $38.74
2024 Q3 REDUCED 873,139 -41,508 -4.5% 5.06% $46.4M 2024-10-28 $36.12
2024 Q2 REDUCED 914,647 -210,562 -18.7% 4.62% $38.1M 2024-07-24 $30.24
2024 Q1 ADDED 1,125,209 +105,223 +10.3% 5.58% $47.1M 2024-05-07 $28.78
2023 Q4 REDUCED 1,019,986 -190,774 -15.8% 4.96% $40.9M 2024-02-07 $26.11
2023 Q3 REDUCED 1,210,760 -88,394 -6.8% 4.58% $37.9M 2023-11-08 $21.10
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LINCLUDEN MANAGEMENT LTD and BN

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 BN?

LINCLUDEN MANAGEMENT LTD reported BN across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for BN was 5.65% in 2024 Q4.

What is the latest reported BN position on this page?

The most recent filing on this page is 2025 Q4, when LINCLUDEN MANAGEMENT LTD reported 763,376 shares, equal to 4.09% of portfolio, with an estimated market value of $48.1M.

What does the chart on this BN ownership page compare?

The chart compares LINCLUDEN MANAGEMENT LTD's quarterly BN 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.

← Back to LINCLUDEN MANAGEMENT LTD Holdings