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Brookfield Corporation, a 10% owner of Brookfield Real Estate Income Trust Inc., reported updated indirect holdings and an internal restructuring of its positions. A key entry shows 4,341,534 shares of Class I Common Stock at $10.365 per share held by BPG NTR Holdings LLC.
Other entries report indirect holdings of Class E and Class I shares through BIM Capital LLC, BUSI II-C L.P., and Brookfield REIT Adviser LLC, with the filing listing share amounts held after the reported date. Brookfield Corporation is described as the ultimate beneficial owner of these entities but expressly disclaims beneficial ownership beyond its pecuniary interest.
Brookfield REIT Adviser LLC, a subsidiary of Brookfield Corporation, reported an "other" type transaction in Class I Common Stock of Brookfield Real Estate Income Trust. The Adviser redeemed 324,921.696 shares at $10.365 per share that had been issued as monthly management fee compensation under the advisory agreement. After this redemption, the Adviser’s indirectly held position reported in this filing is 221,317.637 shares. The reporting persons state that they disclaim beneficial ownership of any securities beyond their respective pecuniary interests.
Brookfield REIT Adviser LLC, an affiliate of BROOKFIELD REAL ESTATE INCOME TRUST INC., reported an internal share-based compensation transaction involving Class I Common Stock. On this date, the adviser was issued 107,584 shares of Class I Common Stock at $10.3874 per share as payment of the monthly management fee under its advisory agreement.
After this transaction, Brookfield REIT Adviser LLC held 546,239.333 shares of the issuer’s common stock indirectly. Some of these shares were issued through the company’s distribution reinvestment plan. The reporting persons each disclaim beneficial ownership of any securities beyond their respective pecuniary interests.
Brookfield Corporation reported the results of a planned conversion right for its Cumulative Class A Preference Shares, Series 24. Only 1,400 Series 24 shares were tendered for conversion into Series 25 shares, below the required one million-share minimum. Because this threshold was not met, no Series 24 shares will be converted, and all holders will retain their existing Series 24 Preference Shares under the current terms.
Brookfield Corporation is asking shareholders to approve a corporate simplification that combines Brookfield Corporation (BN) and Brookfield Wealth Solutions (BWS) into a single publicly traded parent, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol “BN”. The Form 6-K furnishes the management information circular for the July 16, 2026 virtual annual and special meeting, including a transaction resolution and new equity plans for the combined structure.
The circular highlights 2025 as a strong year, with record distributable earnings before realizations of $5.4 billion, or $2.27 per share, an 11% per-share increase. Asset management generated $2.8 billion of distributable earnings, supported by $112 billion of fundraising and a 12% rise in fee-bearing capital to $603 billion, driving 22% growth in fee-related earnings. The wealth solutions business produced $1.7 billion of distributable earnings, with insurance assets reaching $143 billion and $20 billion of annuity sales.
Operating businesses delivered $1.6 billion of distributable earnings and high occupancies in core real estate, while Brookfield advanced $91 billion of asset sales and ended 2025 with $11.6 billion of accumulated unrealized carried interest. The company repurchased over $1 billion of shares in 2025 at an average price of $36, plus $460 million more through mid‑May 2026. Shares generated a 21% total return in 2025, and management cites a more than 30‑year compound annual return of 19%.
Brookfield Corporation is resetting the dividend on its Cumulative Class A Preference Shares, Series 24 for the five years from July 1, 2026 to June 30, 2031 at an annual rate of 5.432%, equal to $0.3395 per share each quarter, if declared.
Holders may instead convert Series 24 shares into Cumulative Class A Preference Shares, Series 25 on a one-for-one basis, with floating quarterly dividends set at 2.30% per year over the yield on three-month Government of Canada treasury bills. For the July 1 to September 30, 2026 period, the Series 25 dividend rate will be 1.16525% for the quarter (4.623% annualized), or $0.2913125 per share, if declared, payable on September 30, 2026.
Automatic conversion features apply if either series would have fewer than 1,000,000 shares outstanding after June 30, 2026. There are 10,808,027 Series 24 shares currently outstanding, and the Toronto Stock Exchange has conditionally approved the listing of the Series 25 shares upon conversion, subject to standard listing requirements.
Brookfield Corporation and Brookfield Wealth Solutions have received board approval for a corporate simplification that will combine them into one publicly traded company, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol BN.
All class A limited voting shares of BN and class A exchangeable limited voting shares of BWS will be exchanged on a one-for-one basis for new shares of Brookfield Corporation Ltd. The transaction will proceed through a court-approved plan of arrangement, requires shareholder and regulatory approvals, and is expected to be tax deferred for U.S. and Canadian shareholders.
Shareholders of BN and BWS will vote on the transaction at their 2026 annual general meetings on July 16, 2026. After closing, targeted by year-end, Brookfield Corporation Ltd. is expected to pay quarterly distributions equal to those currently paid by BN and BWS.
Brookfield REIT Adviser LLC, an entity associated with Brookfield Corp, reported an internal share transaction involving Class I Common Stock of Brookfield Real Estate Income Trust Inc. The Adviser received 105,468 shares at $10.3689 per share as payment of its monthly management fee under an advisory agreement.
Following this compensation-related issuance and related distribution reinvestment plan activity, the Adviser’s indirect holdings in the issuer increased to 436,737.028 Class I Common shares. The filing notes that the reporting persons disclaim beneficial ownership of any securities beyond their respective pecuniary interests.
Brookfield Corporation reported stronger results for the quarter ended March 31, 2026. Revenue rose to $18.6 billion from $17.9 billion, while net income increased to $1.0 billion from $215 million, helped by higher contributions from infrastructure, energy projects and equity-accounted investments.
Net income attributable to shareholders was $102 million, or $0.03 per share, up from $73 million or $0.01 per share. Distributable earnings were broadly stable at $1.55 billion, essentially flat versus last year. The balance sheet remained large, with total assets of $519.6 billion and common equity of $42.7 billion as at March 31, 2026.
Brookfield continued to execute on its strategy, raising $67 billion of new capital since last quarter and investing $53 billion across the platform. Insurance assets reached about $180 billion following the acquisition of Just Group, and the wealth solutions business held $144 billion of insurance assets. The company repurchased over $1 billion of shares and is preparing to combine the Corporation with its Wealth Solutions business and to merge BN with its paired security BNT, aiming for a simpler, fully integrated insurance and investment organization.
Brookfield Corp /ON/ filed a Form 13F-HR reporting holdings managed by its institutional investment managers. The filing states a Form 13F Information Table Entry Total of 136 and a Form 13F Information Table Value Total of $74,228,217,583. The report lists 6 other included managers and is signed by Ronald Fisher-Dayn, Managing Partner and Chief Compliance Officer, on 05-14-2026.