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Brookfield Real Assets Income Fund (RA) Institutional Ownership

Brookfield Real Assets Income Fund logo
$12.55 +0.01 (+0.08%)
As of 08/21/2026 03:57 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)
56
Total
Institutional Inflows
(last 12 months)
$61.57M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.99M
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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
8/22/2026 Rareview Capital LLC277,726$3.71M1.9%+9.7%0.000%
8/21/2026 Secure Asset Management LLC20,412$263K0.0%N/A0.000%
8/20/2026 Wedbush Securities Inc.41,322$532K0.0%+32.0%0.000%
7/8/2026 Mallini Complete Financial Planning LLC19,121$246K0.2%+6.2%0.000%
7/1/2026 Noble Wealth Management PBC135,360$1.74M0.8%+6.8%0.000%
6/3/2026 NewEdge Advisors LLC14,067$181K0.0%-26.6%0.000%
5/19/2026 Bank of America Corp DE423,193$5.44M0.0%+2.5%0.000%
5/18/2026 Royal Bank of Canada644,351$8.29M0.0%-1.6%0.000%
5/13/2026 Cetera Investment Advisers257,939$3.32M0.0%-6.3%0.000%
5/13/2026 First Trust Advisors LP181,293$2.33M0.0%+12.0%0.000%
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%
3/17/2026 Rockefeller Capital Management L.P.43,054$558K0.0%-7.6%0.000%
2/25/2026 Sit Investment Associates Inc.2,215,228$28.71M0.6%N/A0.000%
2/18/2026 NewEdge Advisors LLC19,171$248K0.0%+47.5%0.000%
2/18/2026 1607 Capital Partners LLC403,070$5.22M0.4%-12.8%0.000%
2/17/2026 Guggenheim Capital LLC876,989$11.37M0.1%+15.4%0.000%
2/17/2026 Cetera Investment Advisers275,326$3.57M0.0%-1.4%0.000%
2/17/2026 Kovack Advisors Inc.14,696$190K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.81,008$1.05M0.0%-27.3%0.000%
2/17/2026 Royal Bank of Canada654,830$8.49M0.0%-0.2%0.000%
2/16/2026 Landscape Capital Management L.L.C.22,797$295K0.0%+32.8%0.000%
2/16/2026 Aptus Capital Advisors LLC29,251$379K0.0%-3.3%0.000%
2/13/2026 Kestra Advisory Services LLC41,013$532K0.0%+14.6%0.000%
2/13/2026 Thomas J. Herzfeld Advisors Inc.772,267$10.01M3.4%+6.6%0.000%
2/13/2026 Stifel Financial Corp140,664$1.82M0.0%+13.5%0.000%
2/13/2026 Morgan Stanley4,411,299$57.17M0.0%+2.8%0.000%
2/13/2026 First Trust Advisors LP161,928$2.10M0.0%+2.0%0.000%
2/13/2026 Wells Fargo & Company MN1,430,893$18.54M0.0%+3.2%0.000%
2/13/2026 Summit Financial LLC10,498$136K0.0%-11.8%0.000%
2/13/2026 Quadrant Capital Group LLC3,969$51K0.0%N/A0.000%
2/12/2026 Advisors Asset Management Inc.121,908$1.58M0.0%-7.0%0.000%
2/12/2026 Jane Street Group LLC75,603$980K0.0%+113.8%0.000%
2/12/2026 HRT Financial LP11,490$148K0.0%N/A0.000%
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2/12/2026 Commonwealth Equity Services LLC115,085$1.49M0.0%+9.0%0.000%
2/12/2026 Marex Group plc35,083$455K0.0%N/A0.000%
2/12/2026 Steward 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%
2/12/2026 Kovack Advisors Inc.14,696$190K0.0%N/A0.000%
2/11/2026 LPL Financial LLC266,603$3.46M0.0%+3.3%0.000%
2/11/2026 Closed 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%
2/6/2026 Global 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%
1/26/2026 Shaker 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%
1/23/2026 Choreo LLC93,072$1.21M0.0%+8.6%0.000%
1/22/2026 Sterneck Capital Management LLC29,886$387K0.2%-10.2%0.000%
1/20/2026 Savvy Advisors Inc.14,325$186K0.0%N/A0.000%
1/20/2026 Stratos Wealth Partners LTD.66,227$858K0.0%+203.5%0.000%
1/16/2026Catalina 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%
11/19/2025 Second Line Capital LLC15,905$212K0.0%-6.9%0.000%
11/17/2025 NewEdge Advisors LLC13,001$174K0.0%-8.5%0.000%
11/17/2025 City of London Investment Management Co. Ltd.300,319$4.01M0.3%-5.9%0.000%
11/17/2025 Bank of America Corp DE396,038$5.29M0.0%-1.6%0.000%
11/17/2025 1607 Capital Partners LLC462,170$6.18M0.5%-5.6%0.000%
11/17/2025 Ameriprise Financial Inc.58,399$780K0.0%+42.8%0.000%
11/14/2025 AQR 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%
11/13/2025 Pathstone Holdings LLC257,750$3.44M0.0%-59.6%0.000%
11/13/2025 Landscape 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%
11/13/2025 First Trust Advisors LP158,680$2.12M0.0%+32.6%0.000%
11/12/2025 Aptus Capital Advisors LLC30,237$404K0.0%-4.0%0.000%
11/12/2025 Choreo LLC85,678$1.15M0.0%+4.5%0.000%
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11/12/2025 US 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%
11/6/2025 Advisors 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%
11/4/2025 Penserra Capital Management LLC459,065$6.13M0.1%+21.7%0.000%
11/3/2025 TD Waterhouse Canada Inc.2,393$32K0.0%-62.2%0.000%


RA Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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 88 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), Wells Fargo & Company MN ($971.08K), Gridiron Partners LLC ($928.94K), Raymond James Financial Inc. ($532.96K), Thomas J. Herzfeld Advisors Inc. ($458.62K), and Guggenheim Capital LLC ($430.74K).

Institutional investors have bought a total of 4,708,854 shares in the last 24 months. This purchase volume represents approximately $61.57M in transactions.

Of the 33 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: Gridiron Partners LLC ($928.94K), Pathstone Holdings LLC ($380.23K), AQR Arbitrage LLC ($182.90K), Drive Wealth Management LLC ($103.15K), Landscape Capital Management L.L.C. ($87.51K), 1607 Capital Partners LLC ($86.50K), and Osaic Holdings Inc. ($35.87K).

Institutional investors have sold a total of 1,976,812 shares in the last 24 months. This volume of shares sold represents approximately $25.99M in transactions.


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Institutional ownership data for NYSE:RA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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