Cerity Partners
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Cerity Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Cerity Partners’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.54M Buy
208,614
+66,075
+46% +$2.42M 0.01% 831
2025
Q4 		$4.95M Buy
142,539
+19
+0% +$662 0.01% 928
2025
Q3 		$4.69M Buy
142,520
+5,891
+4% +$185K 0.01% 884
2025
Q2 		$4.58M Sell
136,629
-3,073
-2% -$96.4K 0.01% 839
2025
Q1 		$4.16M Sell
139,702
-1,131
-0.8% -$35.5K 0.01% 800
2024
Q4 		$4.71M Sell
140,833
-3,252
-2% -$111K 0.01% 737
2024
Q3 		$5.05M Sell
144,085
-18,185
-11% -$571K 0.01% 694
2024
Q2 		$4.45M Buy
162,270
+7,413
+5% +$211K 0.01% 641
2024
Q1 		$4.83M Buy
154,857
+76,302
+97% +$2.31M 0.01% 657
2023
Q4 		$2.47M Buy
78,555
+3,240
+4% +$87.7K 0.01% 705
2023
Q3 		$2.21M Sell
75,315
-2,655
-3% -$87.9K 0.01% 561
2023
Q2 		$2.85M Sell
77,970
-154
-0.2% -$5.49K 0.01% 636
2023
Q1 		$2.69M Sell
78,124
-1,493
-2% -$50.3K 0.01% 626
2022
Q4 		$2.47M Buy
+79,617
New +$2.78M 0.02% 492
2022
Q3 		– Sell
-81,064
Closed -$3.1M – 1181
2022
Q2 		$3.1M Buy
81,064
+74,387
+1,114% +$3.06M 0.03% 321
2022
Q1 		$295K Buy
+6,677
New +$269K ﹤0.01% 730
2021
Q1 		– Sell
-16,481
Closed -$543K – 701
2020
Q4 		$543K Buy
+16,481
New +$537K 0.02% 397

Other funds holding BIP

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Cerity Partners's BIP Position: Q1 2026 in Review

Cerity Partners increased its Brookfield Infrastructure Partners (BIP) stake by 46% in Q1 2026, buying an estimated $2.42M and bringing the position to 208,614 shares worth $7.54M. The position accounts for 0.01% of the portfolio, ranked #831.

Cerity Partners first reported a position in BIP in Q4 2020 and has held it in 17 quarters since. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Cerity Partners held 208,614 shares of Brookfield Infrastructure Partners worth $7.54M as of Q1 2026.
  • Cerity Partners bought 66,075 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $2.42M.
  • Brookfield Infrastructure Partners made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #831 holding.
  • Cerity Partners first reported a position in Brookfield Infrastructure Partners in Q4 2020 and has held it in 17 quarters since.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.