Nisa Investment Advisors Reduces Brookfield Asset Management Stake

Asset management firm cuts holdings in financial services provider by 95.5%

Apr. 6, 2026 at 9:09am

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Nisa Investment Advisors LLC decreased its stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM) by 95.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 7,543 shares of the financial services provider's stock after selling 159,336 shares during the period.

Why it matters

This filing indicates a significant reduction in Nisa Investment Advisors' position in Brookfield Asset Management, one of the largest alternative asset managers globally. The move could signal a shift in the firm's investment strategy or outlook on the financial services sector.

The details

Nisa Investment Advisors LLC reduced its holdings in Brookfield Asset Management from 166,879 shares to just 7,543 shares, a 95.5% decrease, during the fourth quarter. The firm's stake in Brookfield Asset Management was valued at $395,000 as of the most recent 13F filing.

  • Nisa Investment Advisors filed the 13F report in the fourth quarter of 2026.

The players

Nisa Investment Advisors LLC

An investment management firm that provides advisory services to institutional and individual clients.

Brookfield Asset Management Ltd.

A global alternative asset manager headquartered in Toronto, Canada that specializes in investments in real assets and related private equity and credit strategies.

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The takeaway

This filing highlights the shifting investment strategies of institutional investors as they navigate market conditions and adjust their portfolios. The significant reduction in Nisa Investment Advisors' Brookfield Asset Management position could signal broader trends in the financial services sector.