BROOKFIELD REAL ASSETS INCOM (RA) Institutional Ownership Changes & 13F Activity

BROOKFIELD REAL ASSETS INCOM (RA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Sit Investment Associates Inc, 1607 Capital Partners, Llc, Wells Fargo & Company/Mn, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
1607 Capital Partners, LlcSell-171,367-42.5%231,703$2.98MQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+22+0.1%15,999$206.07KQ2 2026Sep 02, 2026
Gill Capital Partners, LlcBuy+72+0.2%29,265$376.94KQ2 2026Aug 20, 2026
Wells Fargo & Company/MnBuy+98,937+6.3%1,673,261$21.55MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-79,143-12.3%565,208$7.28MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+69,97969,979$901.99KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+64,111+15.1%487,304$6.28MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+49,044+21.3%279,034$3.59MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+16,95216,952$218.34KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,629+24.6%84,265$1.09MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-14,333-17.6%67,197$865.50KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+5,074+11.7%48,567$625.54KQ2 2026Aug 14, 2026
Morgan StanleyBuy+266,668+5.3%5,332,301$68.68MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+23,676+4.0%620,841$8.00MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+13,86213,862$179.00KQ2 2026Aug 13, 2026
Ubs Group AgSell-12,944-19.1%54,839$706.33KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+591+1.0%59,387$764.91KQ2 2026Aug 13, 2026
Mariner, LlcBuy+261+1.6%16,634$214.25KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-46-0.0%118,559$1.53MQ2 2026Aug 13, 2026
Sit Investment Associates IncBuy+207,281+7.3%3,062,517$39.45MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+71,678+7.2%1,063,245$13.69MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+20,157+7.8%278,096$3.58MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+13,46813,468$173.47KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+12,373+8.7%154,354$1.99MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+2,188+15.9%15,909$204.90KQ2 2026Aug 12, 2026
Robinson Capital Management, LlcSell-1,000-4.8%19,952$256.98KQ2 2026Aug 12, 2026
Summit Financial, LlcSell-100-1.0%10,198$131.35KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+33+0.2%17,042$219.50KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+11,883+6.6%193,176$2.49MQ2 2026Aug 11, 2026
Pasadena Private Wealth, LlcSell-600-1.8%32,858$423.21KQ2 2026Aug 11, 2026
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Frequently asked questions about RA activity

  • Which institutional owners are buying RA?

    Institutional owners buying RA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RA activity?

    "Buy" means an investor increased their reported position in RA compared to the prior reporting period. This reflects growing exposure to BROOKFIELD REAL ASSETS INCOM (RA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RA increasing?

    Institutional interest in RA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.