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Brookfield Real Assets Income Fund (RA) Institutional Ownership

Brookfield Real Assets Income Fund logo
$12.68 +0.07 (+0.52%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$12.63 -0.04 (-0.36%)
As of 04/17/2025 05:59 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)
55
Total
Institutional Inflows
(last 12 months)
$70.20M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$26.75M
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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
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%
4/15/2025 Noble Wealth Management PBC150,069$1.98M1.3%+7.6%0.000%
4/14/2025 Capital Investment Advisors LLC10,088$133K0.0%-11.9%0.000%
4/8/2025 Sterneck 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%
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%
2/5/2025 Noble 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%
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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%
1/14/2025 SeaCrest Wealth Management LLC14,658$195K0.0%+10.2%0.000%
1/13/2025 Capital Investment Advisors LLC11,454$153K0.0%-7.4%0.000%
1/8/2025 Sterneck 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%
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%
10/30/2024Arlington Capital Management Inc.63,500$870K0.7%+16.4%0.000%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV10,000$137K0.0%N/A0.000%
10/24/2024PFG Investments LLC39,195$537K0.0%-3.1%0.000%
10/23/2024Grimes & Company Inc.28,076$385K0.0%N/A0.000%
10/22/2024International Assets Investment Management LLC108,367$14.85M0.0%N/A0.000%
10/22/2024Private Advisor Group LLC64,873$889K0.0%+9.9%0.000%
10/18/2024E&G Advisors LP50,508$692K0.2%+1.9%0.000%
10/16/2024 SeaCrest Wealth Management LLC13,305$182K0.0%+9.6%0.000%
10/8/2024Atomi Financial Group Inc.17,552$240K0.0%+10.2%0.000%
10/3/2024 Sterneck Capital Management LLC31,963$438K0.2%-51.5%0.000%
9/23/2024Centaurus Financial Inc.10,520$134K0.0%-81.3%0.000%
8/22/2024Cetera Investment Advisers831,448$10.61M0.0%-14.8%0.000%
8/19/2024B. Riley Wealth Advisors Inc.38,989$498K0.0%-23.3%0.000%
8/15/2024Logan Stone Capital LLC160,088$2.04M0.5%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.140,465$1.79M0.2%-55.4%0.000%
8/8/2024Envestnet Asset Management Inc.253,718$3.24M0.0%+450.8%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC55,415$707K0.3%+11.3%0.000%
8/7/2024Choreo LLC54,226$691K0.0%+65.4%0.000%
8/7/2024PFG Investments LLC40,429$516K0.0%-4.5%0.000%
8/5/2024Private Advisor Group LLC59,033$753K0.0%+280.0%0.000%
8/5/2024Blue Bell Private Wealth Management LLC11,428$146K0.0%+104.3%0.000%
8/3/2024Shaker Financial Services LLC65,654$838K0.3%+28.1%0.000%
8/2/2024Wolverine Asset Management LLC84,790$1.08M0.0%+11.9%0.000%
7/31/2024Aptus Capital Advisors LLC31,780$406K0.0%-19.1%0.000%
7/31/2024Commonwealth Equity Services LLC177,014$2.26M0.0%-0.5%0.000%
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7/30/2024WESPAC Advisors LLC10,704$137K0.1%-16.8%0.000%
7/29/2024Hara Capital LLC289,475$3.69M2.4%-2.1%0.000%
7/29/2024TrueMark Investments LLC82,082$1.05M0.4%N/A0.000%
7/27/2024 Sterneck Capital Management LLC65,888$841K0.5%+25.4%0.000%
7/26/2024Atomi Financial Group Inc.15,923$203K0.0%+26.0%0.000%
7/25/2024Calamos Advisors LLC26,875$343K0.0%+46.4%0.000%
7/23/2024 Griffin Asset Management Inc.20,740$265K0.0%-12.4%0.000%
7/23/2024 Gridiron Partners LLC31,552$403K0.3%-2.8%0.000%
7/22/2024Atria Wealth Solutions Inc.92,461$1.18M0.0%-11.3%0.000%
7/19/2024Raymond James & Associates143,428$1.83M0.0%+17.2%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, 116 institutional investors and hedge funds held shares of Brookfield Real Assets Income Fund. The most heavily invested institutionals were Landscape Capital Management L.L.C. ($16.71M), 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 Thomas J. Herzfeld Advisors Inc. ($7.93M).Learn more on RA's institutional investors.

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

Of the 95 institutional investors that purchased Brookfield Real Assets Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 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), City of London Investment Management Co. Ltd. ($466.97K), and Pathstone Holdings LLC ($344.81K).

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

Institutional investors have bought a total of 9,557,184 shares in the last 24 months. This purchase volume represents approximately $124.41M in transactions.

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

Of the 54 institutional investors that sold Brookfield Real Assets Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($650.88K), Raymond James Financial Services Advisors Inc. ($363.01K), City of London Investment Management Co. Ltd. ($326.50K), AQR Arbitrage LLC ($234.09K), Cetera Investment Advisers ($221.75K), Saba Capital Management L.P. ($178.04K), and Centaurus Financial Inc. ($172.37K).

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

Institutional investors have sold a total of 2,973,600 shares in the last 24 months. This volume of shares sold represents approximately $40.19M in transactions.


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This page (NYSE:RA) was last updated on 4/18/2025 by MarketBeat.com Staff
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