BROOKFIELD Corp /ON/ 4
4 · BROOKFIELD REAL ESTATE INCOME TRUST INC. · Filed Jul 9, 2026
Research Summary
AI-generated summary of this filing
Brookfield REIT 10% Owner Brookfield Corp Acquires $45M Shares
What Happened
Brookfield Corporation (reported as a 10% owner) acquired 4,341,534 shares of Brookfield Real Estate Income Trust, Inc. on July 1, 2026, at $10.37 per share, for a total reported value of approximately $45,000,000. The filing lists the transaction as an "other acquisition or disposition" (Transaction Code J) and shows the shares were issued to and are held directly by BPG NTR Holdings LLC per the footnotes.
Key Details
- Transaction date and price: 2026-07-01 — 4,341,534 shares at $10.37 each (total ~ $45,000,000).
- Transaction type: Reported as an acquisition (Transaction Code J — "other acquisition or disposition").
- Shares owned after transaction: Not specified in the Form 4 excerpt provided.
- Notable footnotes:
- F1: Shares were issued to and held by BPG NTR Holdings LLC ("BPG").
- F2: Does not include additional shares expected to be issued on or about July 20, 2026 under the issuer’s distribution reinvestment plan (DRIP).
- F3: Brookfield Corporation indirectly controls multiple related entities (BNT, BUSI II-C, BIM, the Adviser and BPG) and is the ultimate beneficial owner of shares held by those entities; it has a voting agreement with BNT.
- F4: The reporting person disclaims beneficial ownership beyond its pecuniary interest to the extent noted.
- Filing timeliness: No late‑filing flag noted in the provided data.
Context
- This filing reflects institutional activity by a 10% owner and related Brookfield entities, not direct trading by an individual executive. Institutional acquisitions can reflect strategic positioning or capital deployment by an owner or its controlled entities; the filing’s footnotes indicate the shares are held through affiliated holding companies and that additional DRIP shares are forthcoming.
Insider Transaction Report
Form 4
BROOKFIELD Corp /ON/
10% Owner
Transactions
- Other
Class I Common Stock
[F1][F3][F4]2026-07-01$10.37/sh+4,341,534$45,000,000→ 4,341,534 total(indirect: By LLC)
Holdings
- 221,318(indirect: By LLC)
Class I Common Stock
[F2][F3][F4] - 27,983,775(indirect: Held by BUSI II-C L.P.)
Class I Common Stock
[F2][F3][F4] - 2,983,209(indirect: Held by BUSI II-C L.P.)
Class E Common Stock
[F2][F3][F4] - 75,834(indirect: By LLC)
Class E Common Stock
[F2][F3][F4]
Footnotes (4)
- [F1]Reflects shares issued to, and held directly by, BPG NTR Holdings LLC ("BPG").
- [F2]Does not include shares that will be issued on or about July 20, 2026 pursuant to the Issuer's distribution reinvestment plan.
- [F3]Brookfield Corporation ("BCORP") indirectly owns and controls Brookfield Wealth Solutions Ltd. ("BNT"), BUSI II-C L.P. ("BUSI II-C"), BUSI II GP-C LLC, the general partner of BUSI II-C, BIM Capital LLC ("BIM"), Brookfield REIT Advisor LLC (the "Adviser") and BPG and is the ultimate beneficial owner of the shares directly held by BUSI II-C, BIM, the Adviser and BPG. BCORP and BNT have entered into a voting agreement as more fully discussed in the Amendment to Schedule 13D filed by BCORP, BNT, BUSI II-C, BIM and the Adviser on April 22, 2026.
- [F4]This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or otherwise, that the Reporting Person is the beneficial owners of any equity securities in excess of its respective pecuniary interests, and the Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any.
Signature
Brookfield Corporation, By: /s/ Swati Mandava, Name: Swati Mandava, Title: Managing Director, Legal & Regulatory|2026-07-09