Atlantic Trust »

Brookfield Asset Management shares owned by Atlantic Trust

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Atlantic Trust from 13F filings

Historical chart of Atlantic Trust investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brookfield Asset Management by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 366k 56.94
2025-06-30 $21M 375k 55.28
2025-03-31 $16M 377k 43.01
2024-12-31 $21M 374k 55.71
2024-09-30 $18M 377k 47.29
2024-06-30 $15M 390k 38.14
2024-03-31 $17M 396k 41.94
2023-09-30 $14M 421k 33.34
2023-06-30 $16M 488k 32.63
2023-03-31 $15M 464k 32.72
2022-12-31 $2.4M 479k 5.02