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Diversified Trust’s Brookfield Infrastructure Partners BIP Stock Holding History

Diversified Trust’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
2025
Q4 		– Sell
-6,750
Closed -$222K – 1048
2025
Q3 		$222K Hold
6,750
– – ﹤0.01% 899
2025
Q2 		$226K Buy
+6,750
New +$212K 0.01% 836
2023
Q3 		– Sell
-6,525
Closed -$238K – 844
2023
Q2 		$238K Hold
6,525
– – 0.01% 712
2023
Q1 		$220K Buy
+6,525
New +$220K 0.01% 727

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Diversified Trust's BIP Position: Q4 2025 in Review

Diversified Trust sold out of Brookfield Infrastructure Partners (BIP) in Q4 2025, closing a stake of 6,750 shares — an estimated $222K sold.

Diversified Trust first reported a position in BIP in Q1 2023 and held it in 4 quarters. The position peaked at $238K in Q2 2023. 347 funds tracked by Wall St. Rank hold BIP as of Q4 2025.

  • Diversified Trust reported no remaining Brookfield Infrastructure Partners position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 6,750 Brookfield Infrastructure Partners shares in Q4 2025, an estimated $222K.
  • Diversified Trust first reported a position in Brookfield Infrastructure Partners in Q1 2023 and held it in 4 quarters.
  • Diversified Trust's Brookfield Infrastructure Partners position peaked at $238K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.