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Brookfield Real Assets Income Fund (RA) Institutional Ownership

Brookfield Real Assets Income Fund logo
$12.80 -0.04 (-0.27%)
Closing price 03:59 PM Eastern
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$12.80 0.00 (0.00%)
As of 06:07 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)
67
Total
Institutional Inflows
(last 12 months)
$184.20M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$44.42M
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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
5/6/2026 Independent Financial Group LLC36,109$464K0.0%N/A0.000%
5/2/2026 Arlington Capital Management Inc.72,645$934K0.5%+3.4%0.000%
5/1/2026 Fifth Third Bancorp6,307$81K0.0%N/A0.000%
4/28/2026 Rareview Capital LLC253,193$3.39M2.0%+21.1%0.000%
4/27/2026 Private Advisor Group LLC113,050$1.45M0.0%-10.2%0.000%
4/22/2026 Janney Montgomery Scott LLC14,120$182K0.0%-7.1%0.000%
4/18/2026 Riverbridge Partners LLC239,842$3.08M0.1%+8.4%0.000%
4/17/2026 Sterneck Capital Management LLC32,181$414K0.2%+7.7%0.000%
3/17/2026Rockefeller Capital Management L.P.43,054$558K0.0%-7.6%0.000%
2/25/2026Sit Investment Associates Inc.2,215,228$28.71M0.6%N/A0.000%
2/18/2026NewEdge Advisors LLC19,171$248K0.0%+47.5%0.000%
2/18/20261607 Capital Partners LLC403,070$5.22M0.4%-12.8%0.000%
2/17/2026Guggenheim Capital LLC876,989$11.37M0.1%+15.4%0.000%
2/17/2026Cetera Investment Advisers275,326$3.57M0.0%-1.4%0.000%
2/17/2026Kovack Advisors Inc.14,696$190K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.81,008$1.05M0.0%-27.3%0.000%
2/17/2026Royal Bank of Canada654,830$8.49M0.0%-0.2%0.000%
2/16/2026Landscape Capital Management L.L.C.22,797$295K0.0%+32.8%0.000%
2/16/2026Aptus Capital Advisors LLC29,251$379K0.0%-3.3%0.000%
2/13/2026 Kestra Advisory Services LLC41,013$532K0.0%+14.6%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.772,267$10.01M3.4%+6.6%0.000%
2/13/2026Stifel Financial Corp140,664$1.82M0.0%+13.5%0.000%
2/13/2026Morgan Stanley4,411,299$57.17M0.0%+2.8%0.000%
2/13/2026First Trust Advisors LP161,928$2.10M0.0%+2.0%0.000%
2/13/2026Wells Fargo & Company MN1,430,893$18.54M0.0%+3.2%0.000%
2/13/2026Summit Financial LLC10,498$136K0.0%-11.8%0.000%
2/13/2026Quadrant Capital Group LLC3,969$51K0.0%N/A0.000%
2/12/2026Advisors Asset Management Inc.121,908$1.58M0.0%-7.0%0.000%
2/12/2026Jane Street Group LLC75,603$980K0.0%+113.8%0.000%
2/12/2026HRT Financial LP11,490$148K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC115,085$1.49M0.0%+9.0%0.000%
2/12/2026Marex Group plc35,083$455K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC116,980$1.52M0.0%+1.4%0.000%
2/12/2026 Wedbush Securities Inc.35,259$457K0.0%+9.0%0.000%
2/12/2026Kovack Advisors Inc.14,696$190K0.0%N/A0.000%
2/11/2026 LPL Financial LLC266,603$3.46M0.0%+3.3%0.000%
2/11/2026Closed End Fund Advisors Inc.112,905$1.46M0.9%N/A0.000%
2/10/2026 Pasadena Private Wealth LLC33,458$434K0.1%-2.3%0.000%
2/9/2026 Accredited Investor Services LLC19,334$251K0.2%+23.7%0.000%
2/6/2026Global Retirement Partners LLC18,427$239K0.0%+378.6%0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC155,725$2.02M0.4%+4.7%0.000%
2/6/2026 Griffin Asset Management Inc.19,407$252K0.0%-9.9%0.000%
2/6/2026 HighTower Advisors LLC64,263$833K0.0%+31.0%0.000%
2/5/2026 Soltis Investment Advisors LLC29,448$382K0.0%-38.5%0.000%
2/2/2026 Wolverine Asset Management LLC43,398$562K0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.11,267$146K0.0%N/A0.000%
1/30/2026 Pekin Hardy Strauss Inc.64,979$842K0.1%+5.3%0.000%
1/29/2026 Rareview Capital LLC209,077$2.80M1.8%+9.5%0.000%
1/26/2026Shaker Financial Services LLC153,005$1.98M0.6%+260.6%0.000%
1/26/2026 Merit Financial Group LLC13,070$169K0.0%+24.6%0.000%
1/23/2026 E&G Advisors LP47,808$620K0.1%-2.2%0.000%
1/23/2026Choreo LLC93,072$1.21M0.0%+8.6%0.000%
1/22/2026 Sterneck Capital Management LLC29,886$387K0.2%-10.2%0.000%
1/20/2026Savvy Advisors Inc.14,325$186K0.0%N/A0.000%
1/20/2026 Stratos Wealth Partners LTD.66,227$858K0.0%+203.5%0.000%
1/16/2026 Catalina Capital Group LLC15,960$207K0.1%-22.2%0.000%
1/13/2026 Riverbridge Partners LLC221,307$2.87M0.1%+72.9%0.000%
1/8/2026 Gridiron Partners LLC31,552$409K0.2%-96.7%0.000%
1/6/2026 Arlington Capital Management Inc.70,268$911K0.6%-4.5%0.000%
1/5/2026 Noble Wealth Management PBC132,877$1.72M0.9%-1.9%0.000%
1/5/2026 Park Avenue Securities LLC11,429$148K0.0%N/A0.000%
11/19/2025Second Line Capital LLC15,905$212K0.0%-6.9%0.000%
11/17/2025NewEdge Advisors LLC13,001$174K0.0%-8.5%0.000%
11/17/2025City of London Investment Management Co. Ltd.300,319$4.01M0.3%-5.9%0.000%
11/17/2025Bank of America Corp DE396,038$5.29M0.0%-1.6%0.000%
11/17/20251607 Capital Partners LLC462,170$6.18M0.5%-5.6%0.000%
11/17/2025Ameriprise Financial Inc.58,399$780K0.0%+42.8%0.000%
11/14/2025AQR Arbitrage LLC44,331$592K0.0%-80.5%0.000%
11/14/2025 Arlington Capital Management Inc.73,555$983K0.6%-2.3%0.000%
11/14/2025Comerica Bank6,364$85K0.0%-11.5%0.000%
11/13/2025Pathstone Holdings LLC257,750$3.44M0.0%-59.6%0.000%
11/13/2025Landscape Capital Management L.L.C.17,161$229K0.0%-83.6%0.000%
11/13/2025 SeaCrest Wealth Management LLC15,817$214K0.0%+10.0%0.000%
11/13/2025 UBS Group AG81,458$1.09M0.0%+3.9%0.000%
11/13/2025 Tennessee Valley Asset Management Partners36,578$489K0.1%N/A0.000%
11/13/2025 Private Advisor Group LLC139,966$1.87M0.0%+15.5%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC148,759$1.99M0.4%+22.5%0.000%
11/13/2025First Trust Advisors LP158,680$2.12M0.0%+32.6%0.000%
11/12/2025Aptus Capital Advisors LLC30,237$404K0.0%-4.0%0.000%
11/12/2025Choreo LLC85,678$1.15M0.0%+4.5%0.000%
11/12/2025US Bancorp DE7,564$101K0.0%N/A0.000%
11/10/2025 Pekin Hardy Strauss Inc.61,729$825K0.1%+12.6%0.000%
11/7/2025 Atticus Wealth Management LLC24,872$332K0.1%+32.2%0.000%
11/7/2025 Uhlmann Price Securities LLC18,836$252K0.2%+5.0%0.000%
11/6/2025 Wedbush Securities Inc.32,342$432K0.0%+7.5%0.000%
11/6/2025Advisors Asset Management Inc.131,149$1.75M0.0%+1.8%0.000%
11/6/2025 Stratos Wealth Partners LTD.21,823$292K0.0%-12.0%0.000%
11/5/2025 Envestnet Asset Management Inc.498,401$6.66M0.0%+14.3%0.000%
11/4/2025Penserra Capital Management LLC459,065$6.13M0.1%+21.7%0.000%
11/3/2025TD Waterhouse Canada Inc.2,393$32K0.0%-62.2%0.000%
10/31/2025 B. Riley Wealth Advisors Inc.145,080$1.94M0.1%-1.4%0.000%
10/31/2025 Drive Wealth Management LLC43,040$575K0.1%-70.6%0.000%
10/27/2025 Gill Capital Partners LLC29,057$388K0.1%-3.5%0.000%
10/24/2025 Sterneck Capital Management LLC33,295$445K0.2%-34.8%0.000%
10/22/2025Shaker Financial Services LLC42,435$567K0.2%+9.5%0.000%
10/22/2025 CoreCap Advisors LLC2,576$34K0.0%+59.2%0.000%
10/22/2025 Geneos Wealth Management Inc.1,900$25K0.0%-82.6%0.000%
10/21/2025Global Retirement Partners LLC3,850$51K0.0%+97.1%0.000%
10/21/2025 Accredited Investor Services LLC15,629$209K0.1%+16.2%0.000%
10/20/2025 Merit Financial Group LLC10,490$140K0.0%N/A0.000%


RA Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 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), Morgan Stanley ($57.17M), Sit Investment Associates Inc. ($28.71M), Wells Fargo & Company MN ($18.54M), International Assets Investment Management LLC ($14.85M), Saba Capital Management L.P. ($13.30M), and Guggenheim Capital LLC ($11.37M).Learn more on Brookfield Real Assets Income Fund's institutional investors.

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), Sit Investment Associates Inc. ($2.22M), Cetera Investment Advisers ($975.72K), Wells Fargo & Company MN ($971.08K), Gridiron Partners LLC ($928.94K), Raymond James Financial Inc. ($532.96K), and Thomas J. Herzfeld Advisors Inc. ($458.62K).

Institutional investors have bought a total of 13,880,845 shares in the last 24 months. This purchase volume represents approximately $184.20M in transactions.

Of the 40 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. ($993.35K), Gridiron Partners LLC ($928.94K), AQR Arbitrage LLC ($502.75K), Pathstone Holdings LLC ($380.23K), Drive Wealth Management LLC ($103.15K), 1607 Capital Partners LLC ($86.50K), and Cetera Investment Advisers ($60.10K).

Institutional investors have sold a total of 3,371,398 shares in the last 24 months. This volume of shares sold represents approximately $44.42M in transactions.


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This page (NYSE:RA) was last updated on 5/8/2026 by MarketBeat.com Staff.
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