Brookfield Asset Management shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Brookfield Asset Management
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Quarterly reported holdings in Brookfield Asset Management by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 4.9k | 56.99 |
| 2025-06-30 | $274k | 4.9k | 55.38 |
| 2025-03-31 | $240k | 4.9k | 48.50 |
| 2024-12-31 | $268k | 4.9k | 54.16 |
| 2024-09-30 | $234k | 4.9k | 47.29 |
| 2024-03-31 | $208k | 4.9k | 42.04 |
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