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What smart money is saying about Brookfield InfrastructureUnited States flag

BIP

No fund has written a full thesis on Brookfield Infrastructure in our archive, but 2 fund letters report a position in it — most recently Guinness Global Real Assets Fund in June 2026.

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2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Brookfield Infrastructure on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Brookfield Infrastructure, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000

Fund activity · 2 positions

  • HoldsGuinness Global Real Assets Fund
    June 2026

    Listed in Guinness Global Real Assets Fund’s reported holdings.

    Read the letterBrookfield Infrastructure
  • HoldsBaron Real Estate Income Strategy
    June 2026
    Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.
    Read the letterBrookfield Infrastructure

Read the letters behind these Brookfield Infrastructure positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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