Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Brookfield Finance Inc - 4.625% NT REDEEM 16/10/2080 USD 25 include Cohen & Steers Real Estate Opportunities & Income Fund, FSDIX - Fidelity Strategic Dividend & Income Fund, and FPFD - Fidelity Preferred Securities & Income ETF .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | NP | GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF | 6,809 | 29.47 | 110 | 22.47 | ||||
| 2025-06-25 | NP | PFFA - Virtus InfraCap U.S. Preferred Stock ETF | 5,294 | 5.21 | 82 | -2.38 | ||||
| 2025-08-28 | NP | Cohen & Steers Real Estate Opportunities & Income Fund | 30,000 | 461 | ||||||
| 2025-07-24 | NP | FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,236 | 101 | ||||||
| 2025-07-24 | NP | FPFD - Fidelity Preferred Securities & Income ETF | 2,500 | 40 | ||||||
| 2025-06-26 | NP | JHPI - John Hancock Preferred Income ETF | 20,085 | 7.21 | 312 | -1.58 |
