IHWM
RA

Iron Horse Wealth Management’s Brookfield Real Assets Income Fund RA Stock Holding History

Iron Horse Wealth Management’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.2K Buy
1,957
+53
+3% +$682 0.01% 189
2025
Q1 		$25.1K Buy
1,904
+769
+68% +$10.2K 0.01% 178
2024
Q4 		$15.1K Hold
1,135
– – 0.01% 206
2024
Q3 		$15.6K Hold
1,135
– – 0.01% 205
2024
Q2 		$14.5K Hold
1,135
– – 0.01% 185
2024
Q1 		$14.7K Hold
1,135
– – 0.01% 167
2023
Q4 		$14.5K Hold
1,135
– – 0.01% 150
2023
Q3 		$13.9K Hold
1,135
– – 0.01% 151
2023
Q2 		$19K Buy
1,135
+585
+106% +$9.79K 0.01% 108
2023
Q1 		$9.05K Buy
+550
New +$9.5K ﹤0.01% 160

Other funds holding RA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Iron Horse Wealth Management's RA Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Brookfield Real Assets Income Fund (RA) stake by 2.8% in Q2 2025, buying an estimated $682 and bringing the position to 1,957 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #189.

Iron Horse Wealth Management first reported a position in RA in Q1 2023 and has held it in 10 quarters since. 112 funds tracked by Wall St. Rank hold RA as of Q2 2025.

  • Iron Horse Wealth Management held 1,957 shares of Brookfield Real Assets Income Fund worth $26.2K as of Q2 2025.
  • Iron Horse Wealth Management bought 53 Brookfield Real Assets Income Fund shares in Q2 2025, an estimated $682.
  • Brookfield Real Assets Income Fund made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #189 holding.
  • Iron Horse Wealth Management first reported a position in Brookfield Real Assets Income Fund in Q1 2023 and has held it in 10 quarters since.
  • 112 funds tracked by Wall St. Rank held Brookfield Real Assets Income Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.