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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +143,431 | +10.0% | 1,574,324 | $20.25M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +10,307 | +2.5% | 423,193 | $5.44M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +654,334 | +14.8% | 5,065,633 | $65.14M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +114,578 | +13.1% | 991,567 | $12.75M | Q1 2026 | May 15, 2026 |
| City Of London Investment Management Co Ltd | Buy | +93,553 | +31.2% | 393,872 | $5.07M | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | Buy | +81,530 | — | 81,530 | $1.05M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +13,721 | — | 13,721 | $176.45K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -13,372 | -16.5% | 67,636 | $869.80K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -10,479 | -1.6% | 644,351 | $8.29M | Q1 2026 | May 15, 2026 |
| Nomura Holdings Inc | Buy | +10,000 | — | 10,000 | $128.60K | Q1 2026 | May 15, 2026 |
| Css Llc/Il | Sell | -6,000 | -18.2% | 27,008 | $347.32K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +4,024 | +10.2% | 43,493 | $559.32K | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Sell | -2,887 | -20.8% | 11,001 | $141.47K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +1,400 | — | 1,400 | $18.00K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,393 | — | 1,393 | $17.91K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Sell | -200 | -1.9% | 10,298 | $132.43K | Q1 2026 | May 15, 2026 |
| Second Line Capital, Llc | Buy | +42 | +0.3% | 15,977 | $207.06K | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | Buy | +15,742 | +36.6% | 58,796 | $756.12K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -1,002 | -0.4% | 229,990 | $2.96M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +216 | +35.2% | 830 | $10.67K | Q1 2026 | May 14, 2026 |
| Sit Investment Associates Inc | Buy | +2,855,236 | — | 2,855,236 | $36.72M | Q1 2026 | May 13, 2026 |
| Choreo, Llc | Sell | -35,305 | -37.9% | 57,767 | $742.88K | Q1 2026 | May 13, 2026 |
| First Trust Advisors Lp | Buy | +19,365 | +12.0% | 181,293 | $2.33M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -17,387 | -6.3% | 257,939 | $3.32M | Q1 2026 | May 13, 2026 |
| Blackrock, Inc. | Buy | +1,390 | — | 1,390 | $17.88K | Q1 2026 | May 13, 2026 |
| Mariner, Llc | Buy | +853 | +5.5% | 16,373 | $206.75K | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | Sell | -589 | -4.0% | 14,107 | $181.41K | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | Sell | -21 | -2.1% | 1,000 | $12.86K | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Sell | -431,626 | -55.9% | 340,641 | $4.38M | Q1 2026 | May 12, 2026 |
| Shaker Financial Services, Llc | Sell | -120,108 | -78.5% | 32,897 | $423.06K | Q1 2026 | May 12, 2026 |
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.
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