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Brookfield Real Assets Income Fund (RA) Institutional Ownership

Brookfield Real Assets Income Fund logo
$11.50 -0.04 (-0.35%)
Closing price 03:57 PM Eastern
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$11.50 0.00 (0.00%)
As of 07:30 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)
58
Total
Institutional Inflows
(last 12 months)
$62.54M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$26.15M
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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
10/9/2026Castle Rock Wealth Management LLC28,964$336K0.1%-4.9%0.000%
10/6/2026Mallini Complete Financial Planning LLC17,475$202K0.1%-8.6%0.000%
10/1/2026 Noble Wealth Management PBC131,278$1.52M0.7%-3.0%0.000%
9/9/2026Robinson Capital Management LLC19,952$257K0.1%-4.8%0.000%
9/9/2026Arlington Capital Management Inc.62,099$800K0.5%-14.5%0.000%
9/9/2026Integrated Wealth Concepts LLC3,446$44K0.0%N/A0.000%
9/9/2026RFG Advisory LLC71,744$924K0.0%N/A0.000%
8/22/2026Rareview Capital LLC277,726$3.71M1.9%+9.7%0.000%
8/21/2026Secure Asset Management LLC20,412$263K0.0%N/A0.000%
8/20/2026Wedbush Securities Inc.41,322$532K0.0%+32.0%0.000%
7/8/2026Mallini 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%
6/3/2026NewEdge Advisors LLC14,067$181K0.0%-26.6%0.000%
5/19/2026Bank of America Corp DE423,193$5.44M0.0%+2.5%0.000%
5/18/2026Royal Bank of Canada644,351$8.29M0.0%-1.6%0.000%
5/13/2026Cetera Investment Advisers257,939$3.32M0.0%-6.3%0.000%
5/13/2026First Trust Advisors LP181,293$2.33M0.0%+12.0%0.000%
5/6/2026Independent Financial Group LLC36,109$464K0.0%N/A0.000%
5/2/2026Arlington Capital Management Inc.72,645$934K0.5%+3.4%0.000%
5/1/2026Fifth Third Bancorp6,307$81K0.0%N/A0.000%
4/28/2026Rareview Capital LLC253,193$3.39M2.0%+21.1%0.000%
4/27/2026Private Advisor Group LLC113,050$1.45M0.0%-10.2%0.000%
4/22/2026Janney Montgomery Scott LLC14,120$182K0.0%-7.1%0.000%
4/18/2026Riverbridge Partners LLC239,842$3.08M0.1%+8.4%0.000%
4/17/2026Sterneck 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%
2/13/2026Kestra 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%
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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%
2/12/2026Commonwealth 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%
2/12/2026Wedbush Securities Inc.35,259$457K0.0%+9.0%0.000%
2/12/2026Kovack Advisors Inc.14,696$190K0.0%N/A0.000%
2/11/2026LPL 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%
2/10/2026Pasadena Private Wealth LLC33,458$434K0.1%-2.3%0.000%
2/9/2026Accredited Investor Services LLC19,334$251K0.2%+23.7%0.000%
2/6/2026Global Retirement Partners LLC18,427$239K0.0%+378.6%0.000%
2/6/2026Prevail Innovative Wealth Advisors LLC155,725$2.02M0.4%+4.7%0.000%
2/6/2026Griffin Asset Management Inc.19,407$252K0.0%-9.9%0.000%
2/6/2026HighTower Advisors LLC64,263$833K0.0%+31.0%0.000%
2/5/2026Soltis Investment Advisors LLC29,448$382K0.0%-38.5%0.000%
2/2/2026Wolverine Asset Management LLC43,398$562K0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.11,267$146K0.0%N/A0.000%
1/30/2026Pekin Hardy Strauss Inc.64,979$842K0.1%+5.3%0.000%
1/29/2026Rareview Capital LLC209,077$2.80M1.8%+9.5%0.000%
1/26/2026Shaker Financial Services LLC153,005$1.98M0.6%+260.6%0.000%
1/26/2026Merit Financial Group LLC13,070$169K0.0%+24.6%0.000%
1/23/2026E&G Advisors LP47,808$620K0.1%-2.2%0.000%
1/23/2026Choreo LLC93,072$1.21M0.0%+8.6%0.000%
1/22/2026Sterneck Capital Management LLC29,886$387K0.2%-10.2%0.000%
1/20/2026Savvy Advisors Inc.14,325$186K0.0%N/A0.000%
1/20/2026Stratos Wealth Partners LTD.66,227$858K0.0%+203.5%0.000%
1/16/2026Catalina Capital Group LLC15,960$207K0.1%-22.2%0.000%
1/13/2026Riverbridge Partners LLC221,307$2.87M0.1%+72.9%0.000%
1/8/2026Gridiron Partners LLC31,552$409K0.2%-96.7%0.000%
1/6/2026Arlington 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%
1/5/2026Park 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%
11/14/2025Arlington 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%
11/13/2025SeaCrest Wealth Management LLC15,817$214K0.0%+10.0%0.000%
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11/13/2025UBS Group AG81,458$1.09M0.0%+3.9%0.000%
11/13/2025Tennessee Valley Asset Management Partners36,578$489K0.1%N/A0.000%
11/13/2025Private Advisor Group LLC139,966$1.87M0.0%+15.5%0.000%
11/13/2025Prevail 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%
11/10/2025Pekin Hardy Strauss Inc.61,729$825K0.1%+12.6%0.000%
11/7/2025Atticus Wealth Management LLC24,872$332K0.1%+32.2%0.000%


RA Institutional Ownership - Frequently Asked Questions

During the previous two years, 109 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 89 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 4,784,044 shares in the last 24 months. This purchase volume represents approximately $62.54M in transactions.

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: 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. ($30.39K).

Institutional investors have sold a total of 1,990,089 shares in the last 24 months. This volume of shares sold represents approximately $26.15M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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