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Beach Investment Counsel’s Brookfield Infrastructure BIPC Stock Holding History

Beach Investment Counsel’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,923
Closed -$397K – 118
2024
Q4 		$397K Sell
9,923
-1,671
-14% -$70.3K 0.05% 99
2024
Q3 		$504K Sell
11,594
-164
-1% -$6.38K 0.06% 99
2024
Q2 		$396K Sell
11,758
-7,105
-38% -$237K 0.05% 111
2024
Q1 		$666K Buy
18,863
+82
+0.4% +$2.87K 0.08% 103
2023
Q4 		$663K Sell
18,781
-2,126
-10% -$67.7K 0.08% 103
2023
Q3 		$739K Buy
20,907
+1,063
+5% +$43.9K 0.09% 106
2023
Q2 		$905K Sell
19,844
-414
-2% -$18.8K 0.11% 102
2023
Q1 		$933K Hold
20,258
– – 0.12% 92
2022
Q4 		$788K Hold
20,258
– – 0.1% 97
2022
Q3 		$825K Sell
20,258
-67
-0.3% -$3.08K 0.12% 97
2022
Q2 		$864K Sell
20,325
-3
-0% -$142 0.11% 98
2022
Q1 		$1.02M Hold
20,328
– – 0.11% 100
2021
Q4 		$925K Hold
20,328
– – 0.12% 86
2021
Q3 		$811K Buy
20,328
+3
+0% +$131 0.08% 110
2021
Q2 		$1.02M Hold
20,325
– – 0.09% 107
2021
Q1 		$1.03M Hold
20,325
– – 0.09% 100
2020
Q4 		$981K Sell
20,325
-1,082
-5% -$45.8K 0.09% 94
2020
Q3 		$790K Sell
21,407
-415
-2% -$13.8K 0.09% 89
2020
Q2 		$663K Buy
+21,822
New +$634K 0.09% 96

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beach Investment Counsel's BIPC Position: Q1 2025 in Review

Beach Investment Counsel sold out of Brookfield Infrastructure (BIPC) in Q1 2025, closing a stake of 9,923 shares — an estimated $397K sold.

Beach Investment Counsel first reported a position in BIPC in Q2 2020 and held it in 19 quarters. The position peaked at $1.03M in Q1 2021. 345 funds tracked by Wall St. Rank hold BIPC as of Q1 2025.

  • Beach Investment Counsel reported no remaining Brookfield Infrastructure position as of Q1 2025 after selling out during the quarter.
  • Beach Investment Counsel sold 9,923 Brookfield Infrastructure shares in Q1 2025, an estimated $397K.
  • Beach Investment Counsel first reported a position in Brookfield Infrastructure in Q2 2020 and held it in 19 quarters.
  • Beach Investment Counsel's Brookfield Infrastructure position peaked at $1.03M in Q1 2021.
  • 345 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.