BIP — BROOKFIELD INFRASTUCR PA

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in BROOKFIELD INFRASTUCR PA (BIP). 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
0.03% (2014 Q1)
Avg. % of fund
0.01%
First filed
2014 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,900 +684 +56.2% 0.01% $62K $32.52
2022 Q4 ADDED 1,216 +1,116 +1116.0% 0.00% $38K $26.60
2014 Q2 REDUCED 100 -1,000 -90.9% 0.00% $4K $9.75
2014 Q1 INITIATED 1,100 — — 0.03% $43K $9.11
% of Fund (quarterly)    BIP price (monthly, adj. close)

Other funds also holding BIP

As of 2025 Q4 — sorted by position size

Summerhill Capital Management lnc. 7.46% Tacita Capital Inc 3Y 2.88% Dixon Mitchell Investment Counsel Inc. 2.81% HARBOR ADVISORY CORP /MA/ 3Y 7Y 2.63% CCLA Investment Management 3Y 2.62% LINCLUDEN MANAGEMENT LTD 3Y 7Y 2.61% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 2.39% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 2.06% Gold Investment Management Ltd. 1.92% Hyperion Capital Advisors LP 3Y 1.63%
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