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Brookfield Real Assets Income Fund (RA) Institutional Ownership

Brookfield Real Assets Income Fund logo
$13.41 -0.02 (-0.15%)
As of 12:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Brookfield Real Assets Income Fund (NYSE:RA)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$173.65M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$38.53M
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RA Institutional Buying and Selling by Quarter

Brookfield Real Assets Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.103,284$1.38M0.0%-5.0%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.147,116$1.97M0.1%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.10,920$146K0.0%+43.3%0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC121,418$1.62M0.4%+12.2%0.000%
8/15/2025 Bank of America Corp DE402,491$5.38M0.0%-2.4%0.000%
8/15/2025 Ameriprise Financial Inc.40,882$547K0.0%+10.0%0.000%
8/15/2025 AQR Arbitrage LLC227,234$3.04M0.1%-36.6%0.000%
8/14/2025 Raymond James Financial Inc.228,459$3.05M0.0%-12.2%0.000%
8/14/2025 Cary Street Partners Financial LLC12,655$169K0.0%-41.2%0.000%
8/13/2025 Thomas J. Herzfeld Advisors Inc.720,534$9.63M3.4%+8.1%0.000%
8/13/2025 First Trust Advisors LP119,644$1.60M0.0%+3.6%0.000%
8/13/2025 Guggenheim Capital LLC652,292$8.72M0.1%+24.2%0.000%
8/13/2025 Fisher Asset Management LLC17,845$239K0.0%N/A0.000%
8/13/2025 Choreo LLC82,008$1.10M0.0%-24.3%0.000%
8/12/2025 Advisors Asset Management Inc.128,878$1.72M0.0%+10.4%0.000%
8/12/2025 Steward Partners Investment Advisory LLC113,920$1.52M0.0%+2.6%0.000%
8/8/2025 Rockefeller Capital Management L.P.21,674$290K0.0%+40.1%0.000%
8/8/2025 City of London Investment Management Co. Ltd.319,281$4.27M0.4%+16.0%0.000%
8/8/2025 Cetera Investment Advisers326,007$4.36M0.0%-14.7%0.000%
8/7/2025 Allworth Financial LP3,595$48K0.0%N/A0.000%
8/6/2025 Penserra Capital Management LLC377,277$5.04M0.1%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.30,099$402K0.0%-5.3%0.000%
8/6/2025 Pekin Hardy Strauss Inc.54,814$733K0.1%+47.7%0.000%
8/5/2025 Shaker Financial Services LLC38,743$518K0.2%-39.9%0.000%
8/1/2025 Pasadena Private Wealth LLC34,650$463K0.1%-6.5%0.000%
8/1/2025 Envestnet Asset Management Inc.436,185$5.83M0.0%+7.7%0.000%
7/30/2025 Drive Wealth Management LLC146,193$1.96M0.4%+14.9%0.000%
7/29/2025 Uhlmann Price Securities LLC17,931$240K0.2%+18.3%0.000%
7/29/2025 Stratos Wealth Partners LTD.24,804$332K0.0%+71.8%0.000%
7/24/2025 Accredited Investor Services LLC13,447$180K0.1%+23.0%0.000%
7/21/2025 Ameritas Advisory Services LLC2,110$28K0.0%N/A0.000%
7/18/2025 PFG Investments LLC34,822$466K0.0%-3.8%0.000%
7/17/2025 Melfa Wealth Management Inc.20,672$276K0.2%+24.2%0.000%
7/17/2025 Sterneck Capital Management LLC51,039$682K0.3%-3.0%0.000%
7/16/2025 Arlington Capital Management Inc.75,290$1.01M0.9%+2.2%0.000%
7/15/2025 Riverbridge Partners LLC124,828$1.67M0.0%+4.1%0.000%
7/11/2025 Kingstone Capital Partners Texas LLC8,488,968$113.50M0.0%N/A0.000%
7/10/2025 Atticus Wealth Management LLC18,815$252K0.1%N/A0.000%
5/21/2025Geneos Wealth Management Inc.7,621$100K0.0%+675.3%0.000%
5/16/2025NewEdge Advisors LLC14,901$196K0.0%-19.0%0.000%
5/16/2025AQR Arbitrage LLC358,132$4.71M0.1%-34.5%0.000%
5/16/2025Advisors Asset Management Inc.116,778$1.54M0.0%+25.6%0.000%
5/16/20251607 Capital Partners LLC460,320$6.06M0.5%+10.8%0.000%
5/15/2025Royal Bank of Canada765,281$10.07M0.0%-0.2%0.000%
5/15/2025Landscape Capital Management L.L.C.313,461$4.13M0.4%-74.3%0.000%
5/14/2025Thomas J. Herzfeld Advisors Inc.666,668$8.77M3.0%+12.0%0.000%
5/14/2025Comerica Bank6,574$87K0.0%-56.8%0.000%
5/13/2025Elequin Capital LP3,462$46K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.260,332$3.43M0.0%-2.3%0.000%
5/13/2025HighTower Advisors LLC60,237$793K0.0%-21.3%0.000%
5/12/2025AlphaCore Capital LLC13,888$183K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.123,605$1.63M0.0%+9.2%0.000%
5/9/2025Shaker Financial Services LLC64,469$848K0.3%+136.5%0.000%
5/8/2025Pasadena Private Wealth LLC37,065$488K0.1%N/A0.000%
5/7/2025Rareview Capital LLC156,884$2.07M1.3%+32.1%0.000%
5/7/2025Drive Wealth Management LLC127,194$1.67M0.4%+27.2%0.000%
5/6/2025Cetera Investment Advisers382,158$5.03M0.0%-5.9%0.000%
5/6/2025Arlington Capital Management Inc.73,644$969K0.7%+4.9%0.000%
5/6/2025Choreo LLC108,375$1.43M0.0%+8.7%0.000%
5/5/2025Private Advisor Group LLC93,081$1.23M0.0%+24.9%0.000%
5/2/2025Accredited Investor Services LLC10,929$144K0.1%N/A0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC108,199$1.42M0.4%+22.1%0.000%
4/30/2025Stratos Wealth Partners LTD.14,439$190K0.0%-14.1%0.000%
4/30/2025Pekin Hardy Strauss Inc.37,104$488K0.1%+8.8%0.000%
4/29/2025Envestnet Asset Management Inc.404,878$5.33M0.0%+13.4%0.000%
4/29/2025Penserra Capital Management LLC366,141$4.82M0.1%+1.0%0.000%
4/24/2025Mallini Complete Financial Planning LLC16,798$221K0.2%+8.8%0.000%
4/23/2025Oppenheimer & Co. Inc.10,822$142K0.0%-15.5%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.93,824$1.24M0.0%-2.3%0.000%
4/22/2025Advisor Resource Council63,924$841K0.1%N/A0.000%
4/21/2025Riverbridge Partners LLC119,968$1.58M0.0%+10.3%0.000%
4/18/2025Tennessee Valley Asset Management Partners36,683$483K0.1%-10.2%0.000%
4/17/2025Janney Montgomery Scott LLC15,644$206K0.0%-17.6%0.000%
4/15/2025Noble Wealth Management PBC150,069$1.98M1.3%+7.6%0.000%
4/14/2025Capital Investment Advisors LLC10,088$133K0.0%-11.9%0.000%
4/8/2025Sterneck Capital Management LLC52,604$692K0.4%+52.2%0.000%
2/24/2025Ameriflex Group Inc.10,000$135K0.1%N/A0.000%
2/17/2025Saba Capital Management L.P.998,740$13.30M0.3%-15.1%0.000%
2/17/2025Pathstone Holdings LLC890,139$11.87M0.1%+5.1%0.000%
2/17/2025Millennium Management LLC16,471$219K0.0%-72.3%0.000%
2/17/2025Cetera Investment Advisers405,978$5.41M0.0%-16.0%0.000%
2/17/2025Cary Street Partners Financial LLC22,105$294K0.0%N/A0.000%
2/17/2025Bank of America Corp DE349,502$4.66M0.0%+4.6%0.000%
2/17/2025Ameriprise Financial Inc.36,832$491K0.0%-4.6%0.000%
2/17/2025Aptus Capital Advisors LLC32,890$438K0.0%+3.4%0.000%
2/14/2025AQR Arbitrage LLC547,080$7.29M0.2%-30.0%0.000%
2/14/2025Comerica Bank15,216$203K0.0%+210.1%0.000%
2/14/2025Stifel Financial Corp107,774$1.44M0.0%+33.4%0.000%
2/14/2025Shaker Financial Services LLC27,263$363K0.1%-56.9%0.000%
2/14/2025First Trust Advisors LP86,594$1.15M0.0%+24.0%0.000%
2/13/20251607 Capital Partners LLC415,520$5.54M0.4%+154.3%0.000%
2/13/2025NewEdge Advisors LLC18,401$245K0.0%-10.2%0.000%
2/13/2025Guggenheim Capital LLC368,557$4.91M0.0%+102.6%0.000%
2/13/2025Raymond James Financial Inc.266,480$3.55M0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.357,143$4.76M0.0%+13.7%0.000%
2/13/2025Wells Fargo & Company MN1,053,341$14.03M0.0%+730.5%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.594,984$7.93M2.5%+92.3%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC88,628$1.18M0.3%+21.7%0.000%
2/12/2025Arlington Capital Management Inc.70,230$935K0.6%+10.6%0.000%
2/11/2025LPL Financial LLC80,666$1.07M0.0%+7.9%0.000%
(Data available from 1/1/2016 forward)

RA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RA shares?

During the previous two years, 121 institutional investors and hedge funds held shares of Brookfield Real Assets Income Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($113.50M), International Assets Investment Management LLC ($14.85M), Cetera Advisor Networks LLC ($14.07M), Wells Fargo & Company MN ($14.03M), Saba Capital Management L.P. ($13.30M), Pathstone Holdings LLC ($11.87M), and Royal Bank of Canada ($10.07M).Learn more on Brookfield Real Assets Income Fund's institutional investors.

Which institutional investors have been buying Brookfield Real Assets Income Fund's stock?

Of the 97 institutional investors that purchased Brookfield Real Assets Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($8.49M), Cetera Investment Advisers ($975.72K), Wells Fargo & Company MN ($926.51K), Landscape Capital Management L.L.C. ($900.67K), Saba Capital Management L.P. ($773.94K), Raymond James Financial Inc. ($532.96K), and City of London Investment Management Co. Ltd. ($510.97K).

How much institutional buying is happening at Brookfield Real Assets Income Fund?

Institutional investors have bought a total of 12,990,271 shares in the last 24 months. This purchase volume represents approximately $173.65M in transactions.

Which of Brookfield Real Assets Income Fund's major shareholders have been selling company stock?

Of the 34 institutional investors that sold Brookfield Real Assets Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Landscape Capital Management L.L.C. ($921.04K), Penserra Capital Management LLC ($650.88K), AQR Arbitrage LLC ($553.93K), Saba Capital Management L.P. ($178.04K), Cetera Investment Advisers ($157.45K), Shaker Financial Services LLC ($64.12K), and Stifel Financial Corp ($57.25K).

How much institutional selling is happening at Brookfield Real Assets Income Fund?

Institutional investors have sold a total of 2,884,662 shares in the last 24 months. This volume of shares sold represents approximately $38.53M in transactions.


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This page (NYSE:RA) was last updated on 9/18/2025 by MarketBeat.com Staff
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