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Brookfield Investment Funds

CIK: 0001520738 Equity
Report date: 2026-02-27
AUM $117M
Expense Ratio
Category Equity
State NY
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

20 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 DLR Digital Realty Trust Inc Since 2026-05-10 253868103 Equity (Common)
3.29%
$3.86 24,975
2 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
5.00%
$5.87 7,659
3 ESS Essex Property Trust Inc Since 2026-05-10 297178105 Equity (Common)
2.50%
$2.93 11,208
4 AKR Acadia Realty Trust Since 2026-05-10 004239109 Equity (Common)
2.05%
$2.40 116,943
5 BRX Brixmor Property Group Inc Since 2026-05-10 11120U105 Equity (Common)
2.71%
$3.19 121,477
6 CURB Curbline Properties Corp Since 2026-05-10 23128Q101 Equity (Common)
0.70%
$0.82 35,224
7 EXR Extra Space Storage Inc Since 2026-05-10 30225T102 Equity (Common)
3.10%
$3.64 27,920
8 FR First Industrial Realty Trust Since 2026-05-10 32054K103 Equity (Common)
3.60%
$4.22 73,773
9 AHR American Healthcare REIT Inc Since 2026-05-10 398182303 Equity (Common)
1.54%
$1.81 38,521
10 HIW Highwoods Properties Inc Since 2026-05-10 431284108 Equity (Common)
0.82%
$0.96 37,214
11 HST Host Hotels & Resorts Inc Since 2026-05-10 44107P104 Equity (Common)
1.20%
$1.41 79,441
12 LXP LXP Industrial Trust Since 2026-05-10 529043408 Equity (Common)
0.83%
$0.97 19,606
13 NTST NETSTREIT Corp Since 2026-05-10 64119V303 Equity (Common)
2.42%
$2.85 161,301
14 OHI Omega Healthcare Investors Inc Since 2026-05-10 681936100 Equity (Common)
1.88%
$2.21 49,813
15 PEB Pebblebrook Hotel Trust Since 2026-05-10 70509V100 Equity (Common)
0.74%
$0.87 77,008
16 SLG SL Green Realty Corp Since 2026-05-10 78440X887 Equity (Common)
1.36%
$1.60 34,877
17 SPG Simon Property Group Inc Since 2026-05-10 828806109 Equity (Common)
3.42%
$4.01 21,673
18 UE Urban Edge Properties Since 2026-05-10 91704F104 Equity (Common)
0.75%
$0.88 45,732
19 VTR Ventas Inc Since 2026-05-10 92276F100 Equity (Common)
2.83%
$3.32 42,900
20 WELL Welltower Inc Since 2026-05-10 95040Q104 Equity (Common)
6.94%
$8.15 43,899