CI Investments Inc
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CI Investments Inc’s Brookfield BN Stock Holding History

CI Investments Inc’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$139M Sell
3,429,556
-896,484
-21% -$39.7M 0.67% 34
2025
Q4 		$199M Buy
4,326,040
+169,628
+4% +$7.73M 0.87% 23
2025
Q3 		$190M Sell
4,156,412
-455,080
-10% -$20.2M 0.69% 24
2025
Q2 		$190M Sell
4,611,492
-45,035
-1% -$1.67M 0.71% 26
2025
Q1 		$163M Sell
4,656,527
-172,261
-4% -$6.51M 0.69% 26
2024
Q4 		$185M Sell
4,828,788
-365,687
-7% -$13.8M 0.7% 24
2024
Q3 		$184M Buy
5,194,475
+475,143
+10% +$15M 0.7% 22
2024
Q2 		$131M Sell
4,719,332
-73,339
-2% -$2.04M 0.51% 33
2024
Q1 		$134M Buy
4,792,671
+215,083
+5% +$5.8M 0.53% 36
2023
Q4 		$123M Sell
4,577,588
-32,098
-0.7% -$729K 0.63% 42
2023
Q3 		$96.1M Buy
4,609,686
+40,828
+0.9% +$920K 0.54% 48
2023
Q2 		$102M Sell
4,568,858
-3,603
-0.1% -$76.4K 0.52% 49
2023
Q1 		$99.3M Buy
4,572,461
+4,528,811
+10,375% +$102M 0.5% 57
2022
Q4 		$915K Sell
43,650
-5,746,727
-99% -$129M ﹤0.01% 374
2022
Q3 		$128M Sell
5,790,377
-68,559
-1% -$1.77M 0.66% 39
2022
Q2 		$140M Sell
5,858,936
-331,693
-5% -$8.86M 0.65% 37
2022
Q1 		$189M Sell
6,190,629
-844,141
-12% -$25.2M 0.69% 33
2021
Q4 		$229M Sell
7,034,770
-1,340,356
-16% -$42.4M 0.79% 28
2021
Q3 		$242M Sell
8,375,126
-1,693,231
-17% -$49.4M 0.9% 22
2021
Q2 		$277M Sell
10,068,357
-1,838,173
-15% -$47.1M 1.01% 21
2021
Q1 		$284M Sell
11,906,530
-190,976
-2% -$4.26M 1.2% 17
2020
Q4 		$267M Sell
12,097,506
-1,488,350
-11% -$29.8M 1.18% 16
2020
Q3 		$240M Buy
13,585,856
+479,766
+4% +$8.57M 1.19% 16
2020
Q2 		$231M Sell
13,106,090
-124,916
-0.9% -$2.2M 1.23% 17
2020
Q1 		$209M Sell
13,231,006
-1,044,694
-7% -$21.5M 1.27% 15
2019
Q4 		$294M Sell
14,275,700
-1,573,818
-10% -$31.4M 1.5% 10
2019
Q3 		$300M Sell
15,849,518
-7,569,786
-32% -$137M 1.55% 13
2019
Q2 		$403M Sell
23,419,304
-1,229,651
-5% -$20.8M 2.24% 2
2019
Q1 		$410M Sell
24,648,955
-171,233
-0.7% -$2.67M 2.3% 1
2018
Q4 		$340M Buy
24,820,188
+2,907,599
+13% +$43.4M 2.19% 3
2018
Q3 		$348M Buy
21,912,589
+5,811,966
+36% +$88.3M 2.61% 4
2018
Q2 		$233M Buy
16,100,623
+14,264,797
+777% +$204M 1.83% 9
2018
Q1 		$25.5M Sell
1,835,826
-5,382,139
-75% -$77.9M 0.29% 85
2017
Q4 		$112M Sell
7,217,965
-38,352
-0.5% -$579K 1.15% 30
2017
Q3 		$107M Buy
7,256,317
+2,125,046
+41% +$29.8M 1.04% 32
2017
Q2 		$71.8M Sell
5,131,271
-38,588
-0.7% -$519K 0.78% 43
2017
Q1 		$67.3M Sell
5,169,859
-82,078
-2% -$1.04M 0.76% 42
2016
Q4 		$61.9M Sell
5,251,937
-4,930,428
-48% -$60.1M 0.68% 51
2016
Q3 		$128M Buy
10,182,365
+2,655,447
+35% +$32.5M 1.4% 17
2016
Q2 		$88.8M Buy
7,526,918
+4,964,099
+194% +$59.4M 1.01% 29
2016
Q1 		$31.3M Buy
+2,562,819
New +$27.6M 0.4% 71

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CI Investments Inc's BN Position: Q1 2026 in Review

CI Investments Inc reduced its Brookfield (BN) stake by 21% in Q1 2026, selling an estimated $39.7M and leaving 3,429,556 shares worth $139M. The position accounts for 0.67% of the portfolio, ranked #34.

CI Investments Inc first reported a position in BN in Q1 2016 and has held it in 41 quarters since. The position peaked at $410M in Q1 2019. 915 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • CI Investments Inc held 3,429,556 shares of Brookfield worth $139M as of Q1 2026.
  • CI Investments Inc sold 896,484 Brookfield shares in Q1 2026, an estimated $39.7M.
  • Brookfield made up 0.67% of CI Investments Inc's portfolio in Q1 2026, its #34 holding.
  • CI Investments Inc first reported a position in Brookfield in Q1 2016 and has held it in 41 quarters since.
  • CI Investments Inc's Brookfield position peaked at $410M in Q1 2019.
  • 915 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.