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Brookfield Real Assets Income Fund (RA) Institutional Ownership

Brookfield Real Assets Income Fund logo
$13.28 -0.06 (-0.41%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$13.28 +0.01 (+0.08%)
As of 07/11/2025 04:19 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Brookfield Real Assets Income Fund (NYSE:RA)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$173.95M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$39.14M
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RA Institutional Buying and Selling by Quarter

Brookfield Real Assets Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Kingstone 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%
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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%
2/10/2025Rareview Capital LLC118,768$1.63M1.2%+17.8%0.000%
2/10/2025Commonwealth Equity Services LLC178,530$2.38M0.0%-2.5%0.000%
2/7/2025HighTower Advisors LLC76,501$1.02M0.0%-9.4%0.000%
2/7/2025Independent Advisor Alliance34,300$457K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC54,640$728K0.1%-6.2%0.000%
2/6/2025Raymond James Financial Inc.266,480$3.55M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC106,595$1.42M0.0%+7.8%0.000%
2/5/2025Noble Wealth Management PBC139,484$1.86M1.3%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.12,810$171K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC74,549$993K0.0%+14.9%0.000%
1/31/2025Atria Wealth Solutions Inc.113,208$1.51M0.0%+4.2%0.000%
1/30/2025Strategic Financial Concepts LLC35,964$479K0.0%N/A0.000%
1/28/2025Strategic Financial Concepts LLC35,964$479K0.0%N/A0.000%
1/27/2025Choreo LLC99,707$1.33M0.0%+47.4%0.000%
1/27/2025Stratos Wealth Partners LTD.16,806$224K0.0%-19.3%0.000%
1/24/2025Calamos Advisors LLC20,522$273K0.0%-27.9%0.000%
1/24/2025E&G Advisors LP49,708$662K0.2%-1.6%0.000%
1/22/2025PFG Investments LLC36,519$486K0.0%-6.8%0.000%
1/22/2025Drive Wealth Management LLC100,024$1.33M0.3%+19.6%0.000%
1/21/2025Encompass More Asset Management14,134$188K0.1%+17.1%0.000%
1/17/2025Riverbridge Partners LLC108,767$1.45M0.0%-0.9%0.000%
1/14/2025SeaCrest Wealth Management LLC14,658$195K0.0%+10.2%0.000%
1/13/2025Capital Investment Advisors LLC11,454$153K0.0%-7.4%0.000%
1/8/2025Sterneck Capital Management LLC34,563$460K0.2%+8.1%0.000%
11/15/2024Stifel Financial Corp80,768$1.11M0.0%-41.5%0.000%
11/15/2024HighTower Advisors LLC84,395$1.15M0.0%+3.4%0.000%
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11/14/2024Encompass More Asset Management12,072$165K0.1%N/A0.000%
11/13/2024Horizon Kinetics Asset Management LLC17,614$241K0.0%+45.8%0.000%
11/12/2024Pekin Hardy Strauss Inc.25,445$349K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC338,090$4.63M0.1%-65.8%0.000%
11/9/2024Landscape Capital Management L.L.C.1,220,016$16.71M1.7%-1.2%0.000%
11/8/2024Advisors Asset Management Inc.77,214$1.06M0.0%+65.9%0.000%
11/7/2024Pathstone Holdings LLC847,327$11.61M0.1%+55.4%0.000%
11/7/2024Drive Wealth Management LLC83,605$1.15M0.3%N/A0.000%
10/31/2024Shaker Financial Services LLC63,190$866K0.3%-3.8%0.000%
10/30/2024Catalina Capital Group LLC20,316$278K0.1%N/A0.000%
(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, 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), 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 95 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. ($466.97K).

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

Institutional investors have bought a total of 13,039,390 shares in the last 24 months. This purchase volume represents approximately $173.95M in transactions.

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

Of the 36 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 ($423.04K), Cetera Investment Advisers ($245.57K), Saba Capital Management L.P. ($178.04K), City of London Investment Management Co. Ltd. ($174.28K), 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 2,947,166 shares in the last 24 months. This volume of shares sold represents approximately $39.14M in transactions.



This page (NYSE:RA) was last updated on 7/12/2025 by MarketBeat.com Staff
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