Ritholtz Wealth Management Boosts Brookfield Corporation Holdings

Investment firm increases stake in global asset management company by nearly 50%

Apr. 12, 2026 at 10:05am

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An extreme close-up of heavy, industrial banking equipment and machinery in shades of steel grey, bronze, and black, conveying the secure, powerful infrastructure of global finance.Ritholtz Wealth Management's increased investment in Brookfield Corporation reflects the firm's confidence in the asset manager's ability to generate long-term returns through its diversified portfolio of alternative assets.Brookfield Today

Ritholtz Wealth Management, a leading investment management firm, has significantly increased its holdings in Brookfield Corporation (NYSE: BN) by 49.7% in the fourth quarter, according to a recent SEC filing. The firm now owns 72,080 shares of the global alternative asset manager's stock, valued at $3.31 million.

Why it matters

Brookfield Corporation is a diversified global asset manager with investments across real estate, infrastructure, renewable power, and other sectors. Ritholtz Wealth Management's increased stake in the company suggests the firm sees strong growth potential in Brookfield's diversified portfolio and alternative asset management business.

The details

Ritholtz Wealth Management acquired an additional 23,933 shares of Brookfield Corporation during the fourth quarter, bringing its total holdings to 72,080 shares. This represents a 49.7% increase in the firm's position in the company. Brookfield Corporation is a leading global alternative asset manager with $800 billion in assets under management, investing in and operating real assets such as real estate, infrastructure, renewable power, and more.

  • Ritholtz Wealth Management filed its latest 13F report with the SEC on April 12, 2026, disclosing its Q4 2025 holdings.
  • The firm increased its Brookfield Corporation stake during the fourth quarter of 2025.

The players

Ritholtz Wealth Management

A leading investment management firm that provides wealth management services to individuals and institutions.

Brookfield Corporation

A global alternative asset manager that invests in and operates real assets such as real estate, infrastructure, renewable power, and more.

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What’s next

Investors will be closely watching Brookfield Corporation's upcoming earnings report and any further updates on Ritholtz Wealth Management's holdings in the company.

The takeaway

This investment move by Ritholtz Wealth Management highlights the growing investor interest in alternative asset managers like Brookfield Corporation, which offer diversified exposure to real assets and the potential for strong returns.