What smart money is saying about Brookfield Infrastructure Corporation
BIPC
No fund has written a full thesis on Brookfield Infrastructure Corporation in our archive, but 1 fund letter reports a position in it — most recently Baron Real Estate Income Fund in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Brookfield Infrastructure Corporation on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Non-REIT Real Estate Companies (15.8%) While the Fund emphasizes REITs, we retain flexibility to invest in non-REIT real estate companies, which we typically limit to approximately 25% of net assets. At times these investments may offer more attractive growth, income, valuation, and share price appreciation potential relative to traditional REITs. 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.”
Brookfield Infrastructure Corporation
Read the letters behind these Brookfield Infrastructure Corporation positions
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