BROOKFIELD REAL ASSETS INCOM (RA) Institutional Shareholders
BROOKFIELD REAL ASSETS INCOM (RA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $233.44M in RA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RA tracked by InsiderSet, reporting ownership valued at approximately $68.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $64.15M, representing an estimated loss of -6.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed RA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Sit Investment Associates Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in BROOKFIELD REAL ASSETS INCOM (RA).
This page ranks the largest institutional RA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$233.44M
Largest Holder
Morgan Stanley
Largest Position
$68.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,332,301 | $68,680,049 | $64,147,581 | -$4,532,468 | -6.60% | |
| Sit Investment Associates Inc | 0.75% | 3,062,517 | $39,445,000 | $36,842,080 | -$2,602,920 | -6.60% | |
| Wells Fargo & Company/Mn | 0.00% | 1,673,261 | $21,551,603 | $20,129,330 | -$1,422,273 | -6.60% | |
| Guggenheim Capital Llc | 0.09% | 1,063,245 | $13,694,596 | $12,790,837 | -$903,759 | -6.60% | |
| Penserra Capital Management Llc | 0.06% | 620,841 | $7,996,000 | $7,468,717 | -$527,283 | -6.59% | |
| Royal Bank Of Canada | 0.00% | 565,208 | $7,280,000 | $6,799,452 | -$480,548 | -6.60% | |
| Bank Of America Corp | 0.00% | 487,304 | $6,276,481 | $5,862,267 | -$414,214 | -6.60% | |
| Lpl Financial Llc | 0.00% | 395,192 | $5,090,074 | $4,754,160 | -$335,914 | -6.60% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.46% | 369,085 | $4,753,815 | $4,440,093 | -$313,722 | -6.60% | |
| Envestnet Asset Management Inc | 0.00% | 292,217 | $3,763,760 | $3,515,371 | -$248,389 | -6.60% | |
| Rareview Capital Llc | 2.08% | 277,726 | $3,713,197 | $3,341,044 | -$372,153 | -10.02% | |
| Raymond James Financial Inc | 0.00% | 279,034 | $3,593,958 | $3,356,779 | -$237,179 | -6.60% | |
| Cetera Investment Advisers | 0.00% | 278,096 | $3,581,881 | $3,345,495 | -$236,386 | -6.60% | |
| Riverbridge Partners Llc | 0.09% | 241,792 | $3,114,278 | $2,908,758 | -$205,520 | -6.60% | |
| 1607 Capital Partners, Llc | 0.26% | 231,703 | $2,984,335 | $2,787,387 | -$196,948 | -6.60% | |
| First Trust Advisors Lp | 0.00% | 193,176 | $2,488,106 | $2,323,907 | -$164,199 | -6.60% | |
| Stifel Financial Corp | 0.00% | 154,354 | $1,988,043 | $1,856,879 | -$131,164 | -6.60% | |
| City Of London Investment Management Co Ltd | 0.11% | 136,242 | $1,754,797 | $1,638,991 | -$115,806 | -6.60% | |
| Noble Wealth Management Pbc | 0.80% | 135,360 | $1,743,439 | $1,628,381 | -$115,058 | -6.60% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 118,559 | $1,527,041 | $1,426,265 | -$100,776 | -6.60% | |
| Private Advisor Group, Llc | 0.01% | 117,583 | $1,514,470 | $1,414,523 | -$99,947 | -6.60% | |
| Closed-End Fund Advisors, Inc. | 1.47% | 116,624 | $1,502,118 | $1,402,987 | -$99,131 | -6.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 113,834 | $1,466,180 | $1,369,423 | -$96,757 | -6.60% | |
| Brookfield Corp | 0.00% | 100,582 | $1,295,491 | $1,210,001 | -$85,490 | -6.60% | |
| Osaic Holdings, Inc. | 0.00% | 84,265 | $1,085,360 | $1,013,708 | -$71,652 | -6.60% | |
| Pekin Hardy Strauss, Inc. | 0.09% | 78,905 | $1,016,296 | $949,227 | -$67,069 | -6.60% | |
| Rfg Advisory, Llc | 0.01% | 71,744 | $924,066 | $863,080 | -$60,986 | -6.60% | |
| Ameriprise Financial Inc | 0.00% | 69,979 | $901,985 | $841,847 | -$60,138 | -6.67% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 67,402 | $868,138 | $810,846 | -$57,292 | -6.60% | |
| Arlington Capital Management, Inc. | 0.50% | 62,099 | $799,835 | $747,051 | -$52,784 | -6.60% | |
| Choreo, Llc | 0.01% | 61,796 | $795,934 | $743,406 | -$52,528 | -6.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 59,387 | $764,908 | $714,426 | -$50,482 | -6.60% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 55,637 | $716,605 | $669,313 | -$47,292 | -6.60% | |
| Ubs Group Ag | 0.00% | 54,839 | $706,327 | $659,713 | -$46,614 | -6.60% | |
| Lido Advisors, Llc | 0.00% | 53,403 | $687,831 | $642,438 | -$45,393 | -6.60% | |
| Susquehanna International Group, Llp | 0.00% | 48,567 | $625,543 | $584,261 | -$41,282 | -6.60% | |
| E&G Advisors, Lp | 0.12% | 47,242 | $608,477 | $568,321 | -$40,156 | -6.60% | |
| Wedbush Securities Inc | 0.01% | 41,322 | $532,000 | $497,104 | -$34,896 | -6.56% | |
| Kestra Advisory Services, Llc | 0.00% | 41,144 | $529,937 | $494,962 | -$34,975 | -6.60% | |
| Tennessee Valley Asset Management Partners | 0.05% | 38,531 | $496,273 | $463,528 | -$32,745 | -6.60% | |
| Shaker Financial Services, Llc | 0.15% | 36,660 | $472,181 | $441,020 | -$31,161 | -6.60% | |
| Pfg Investments, Llc | 0.02% | 36,036 | $464,145 | $433,513 | -$30,632 | -6.60% | |
| Independent Financial Group, Llc | 0.01% | 34,159 | $439,962 | $410,933 | -$29,029 | -6.60% | |
| Pasadena Private Wealth, Llc | 0.05% | 32,858 | $423,211 | $395,282 | -$27,929 | -6.60% | |
| Castle Rock Wealth Management, Llc | 0.08% | 30,446 | $392,151 | $366,265 | -$25,886 | -6.60% | |
| Sterneck Capital Management, Llc | 0.16% | 29,864 | $384,648 | $359,264 | -$25,384 | -6.60% | |
| Gill Capital Partners, Llc | 0.10% | 29,265 | $376,935 | $352,058 | -$24,877 | -6.60% | |
| Css Llc/Il | 0.02% | 27,008 | $347,863 | $324,906 | -$22,957 | -6.60% | |
| Accredited Investor Services, Llc | 0.17% | 23,274 | $299,769 | $279,986 | -$19,783 | -6.60% | |
| Uhlmann Price Securities, Llc | 0.01% | 22,155 | $285,366 | $266,525 | -$18,841 | -6.60% |
Frequently asked questions about RA
Who owns the most RA stock?
The largest holders of RA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BROOKFIELD REAL ASSETS INCOM (RA).
Is RA widely held by superinvestors?
Many widely followed stocks like RA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.