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Clearstead Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

Clearstead Advisors’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 		$2.71M Sell
75,067
-611
-0.8% -$22.4K 0.02% 313
2025
Q4 		$2.63M Sell
75,678
-1,393
-2% -$48.5K 0.03% 285
2025
Q3 		$2.53M Hold
77,071
– – 0.03% 283
2025
Q2 		$2.58M Buy
77,071
+3,201
+4% +$100K 0.04% 278
2025
Q1 		$2.2M Buy
73,870
+18,064
+32% +$567K 0.03% 287
2024
Q4 		$1.77M Buy
55,806
+10,555
+23% +$360K 0.03% 311
2024
Q3 		$1.59M Sell
45,251
-950
-2% -$29.8K 0.02% 337
2024
Q2 		$1.27M Buy
46,201
+1,709
+4% +$48.7K 0.02% 349
2024
Q1 		$1.36M Buy
44,492
+132
+0.3% +$4K 0.07% 192
2023
Q4 		$1.4M Sell
44,360
-66,446
-60% -$1.8M 0.07% 182
2023
Q3 		$3.26M Buy
110,806
+55,403
+100% +$1.83M 0.09% 155
2023
Q2 		$2.02M Buy
55,403
+300
+0.5% +$10.7K 0.12% 144
2023
Q1 		$1.86M Sell
55,103
-13,452
-20% -$453K 0.14% 131
2022
Q4 		$2.12M Buy
68,555
+23,695
+53% +$828K 0.17% 112
2022
Q3 		$1.61M Hold
44,860
– – 0.15% 128
2022
Q2 		$1.72M Buy
44,860
+26,249
+141% +$1.08M 0.13% 130
2022
Q1 		$822K Sell
18,611
-15,750
-46% -$636K 0.06% 202
2021
Q4 		$1.39M Buy
34,361
+1,350
+4% +$52.1K 0.09% 154
2021
Q3 		$1.24M Hold
33,011
– – 0.09% 148
2021
Q2 		$1.22M Buy
33,011
+375
+1% +$13.6K 0.09% 148
2021
Q1 		$1.16M Sell
32,636
-750
-2% -$26.1K 0.1% 149
2020
Q4 		$1.1M Buy
33,386
+10,157
+44% +$331K 0.1% 144
2020
Q3 		$737K Buy
23,229
+1,219
+6% +$35.9K 0.08% 155
2020
Q2 		$603K Sell
22,010
-84,085
-79% -$2.24M 0.07% 165
2020
Q1 		$2.54M Buy
106,095
+11,414
+12% +$333K 0.37% 55
2019
Q4 		$2.82M Buy
94,681
+5,120
+6% +$153K 0.34% 65
2019
Q3 		$2.64M Buy
89,561
+4,084
+5% +$111K 0.35% 62
2019
Q2 		$2.19M Buy
85,477
+7,799
+10% +$194K 0.29% 72
2019
Q1 		$1.94M Buy
77,678
+6,286
+9% +$148K 0.27% 74
2018
Q4 		$1.47M Buy
71,392
+3,202
+5% +$73K 0.23% 82
2018
Q3 		$1.62M Buy
68,190
+11,547
+20% +$275K 0.22% 79
2018
Q2 		$1.29M Sell
56,643
-2,128
-4% -$50K 0.18% 89
2018
Q1 		$1.46M Buy
58,771
+7,872
+15% +$195K 0.21% 86
2017
Q4 		$1.36M Buy
+50,899
New +$1.32M 0.18% 89
2017
Q3 		– Hold
0
– – – 107
2017
Q2 		– Sell
-22,747
Closed -$538K – 129
2017
Q1 		$524K Buy
+22,747
New +$487K 0.08% 142

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

Clearstead Advisors's BIP Position: Q1 2026 in Review

Clearstead Advisors reduced its Brookfield Infrastructure Partners (BIP) stake by 0.81% in Q1 2026, selling an estimated $22.4K and leaving 75,067 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #313.

Clearstead Advisors first reported a position in BIP in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.26M in Q3 2023. 350 funds tracked by Wall St. Rank hold BIP as of Q1 2026.

  • Clearstead Advisors held 75,067 shares of Brookfield Infrastructure Partners worth $2.71M as of Q1 2026.
  • Clearstead Advisors sold 611 Brookfield Infrastructure Partners shares in Q1 2026, an estimated $22.4K.
  • Brookfield Infrastructure Partners made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #313 holding.
  • Clearstead Advisors first reported a position in Brookfield Infrastructure Partners in Q1 2017 and has held it in 35 quarters since.
  • Clearstead Advisors's Brookfield Infrastructure Partners position peaked at $3.26M in Q3 2023.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.