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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Morgan Stanley, Thomas J. Herzfeld Advisors, Inc., Wells Fargo & Company/Mn, and Shaker Financial Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+143,431+10.0%1,574,324$20.25MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+10,307+2.5%423,193$5.44MQ1 2026May 18, 2026
Morgan StanleyBuy+654,334+14.8%5,065,633$65.14MQ1 2026May 15, 2026
Guggenheim Capital LlcBuy+114,578+13.1%991,567$12.75MQ1 2026May 15, 2026
City Of London Investment Management Co LtdBuy+93,553+31.2%393,872$5.07MQ1 2026May 15, 2026
Advisors Asset Management, Inc.Buy+81,530—81,530$1.05MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+13,721—13,721$176.45KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-13,372-16.5%67,636$869.80KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-10,479-1.6%644,351$8.29MQ1 2026May 15, 2026
Nomura Holdings IncBuy+10,000—10,000$128.60KQ1 2026May 15, 2026
Css Llc/IlSell-6,000-18.2%27,008$347.32KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+4,024+10.2%43,493$559.32KQ1 2026May 15, 2026
Alphacore Capital LlcSell-2,887-20.8%11,001$141.47KQ1 2026May 15, 2026
Larson Financial Group LlcBuy+1,400—1,400$18.00KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+1,393—1,393$17.91KQ1 2026May 15, 2026
Summit Financial, LlcSell-200-1.9%10,298$132.43KQ1 2026May 15, 2026
Second Line Capital, LlcBuy+42+0.3%15,977$207.06KQ1 2026May 15, 2026
Rockefeller Capital Management L.P.Buy+15,742+36.6%58,796$756.12KQ1 2026May 14, 2026
Raymond James Financial IncSell-1,002-0.4%229,990$2.96MQ1 2026May 14, 2026
Cwm, LlcBuy+216+35.2%830$10.67KQ1 2026May 14, 2026
Sit Investment Associates IncBuy+2,855,236—2,855,236$36.72MQ1 2026May 13, 2026
Choreo, LlcSell-35,305-37.9%57,767$742.88KQ1 2026May 13, 2026
First Trust Advisors LpBuy+19,365+12.0%181,293$2.33MQ1 2026May 13, 2026
Cetera Investment AdvisersSell-17,387-6.3%257,939$3.32MQ1 2026May 13, 2026
Blackrock, Inc.Buy+1,390—1,390$17.88KQ1 2026May 13, 2026
Mariner, LlcBuy+853+5.5%16,373$206.75KQ1 2026May 13, 2026
Kovack Advisors, Inc.Sell-589-4.0%14,107$181.41KQ1 2026May 13, 2026
Arax Advisory PartnersSell-21-2.1%1,000$12.86KQ1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-431,626-55.9%340,641$4.38MQ1 2026May 12, 2026
Shaker Financial Services, LlcSell-120,108-78.5%32,897$423.06KQ1 2026May 12, 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.