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AI brief of an SEC Form 8-K · Brookfield Oaktree Holdings, LLC (OAK-PA)

Brookfield Oaktree Holdings distributes NTR unit to affiliate BOHCI in April 20 deal

Neutral Impact 2 of 5 m&a Written later

Brookfield Oaktree Holdings, LLC completed a distribution in kind on April 20, 2026, transferring 100% of its equity interests in OCG NTR Holdings LLC to its affiliate Brookfield Oaktree Holdings Canada Inc. under a Distribution Agreement dated the same day. The filing says the transfer covers indirect interests in entities that include Brookfield Real Estate Income Trust Inc., a Maryland corporation. The filing does not describe financial terms, valuation, or effects on the company's results.

Key points

  • Distribution Agreement dated April 20, 2026, between BOH and Brookfield Oaktree Holdings Canada Inc. (BOHCI)
  • BOH distributed 100 Common Shares of OCG NTR Holdings LLC, representing 100% of its equity interests in NTR
  • The distribution was completed on April 20, 2026, in respect of BOH's Class A common units
  • The 8-K was signed by CFO Daniel D. Levin on April 27, 2026

The filing

CompanyBrookfield Oaktree Holdings, LLC (OAK-PA)
Form8-K, current report
Filed with the SECApr 27, 2026, 4:17 PM ET
Accession number0001403528-26-000019

Items reported: 1.01 Material Definitive Agreement

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 10:08 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 27, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.