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RA

Brookfield Real Assets Income Fund

117 hedge funds and large institutions have $230M invested in Brookfield Real Assets Income Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 33

1.03% more ownership

Funds ownership: 31.39%32.42% (+1%)

2% more capital invested

Capital invested by funds: $225M → $230M (+$5.59M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less funds holding

Funds holding: 122117 (-5)

Holders
117
Holders Change
-5
Holders Change %
-4.1%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
44
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$367K -$615K -47,085 -62%
CL
52
CSS LLC
Illinois
$347K -$78.3K -6,000 -18%
GP
53
Gridiron Partners
Pennsylvania
$335K -$72.2K -5,528 -18%
Lido Advisors
54
Lido Advisors
California
$305K
AIS
55
Accredited Investor Services
Minnesota
$286K +$38.3K +2,936 +15%
IAA
56
Independent Advisor Alliance
North Carolina
$283K +$287K +22,000 New
RCM
57
Robinson Capital Management
Michigan
$272K -$335K -25,650 -55%
SIA
58
Soltis Investment Advisors
Utah
$269K -$111K -8,524 -29%
MWM
59
Melfa Wealth Management
Massachusetts
$266K
UPS
60
UHLMANN PRICE SECURITIES
Illinois
$253K +$5.68K +435 +2%
GAM
61
Griffin Asset Management
New York
$252K +$2.27K +174 +0.9%
MCFP
62
Mallini Complete Financial Planning
Florida
$232K +$4.11K +315 +2%
AFG
63
Atomi Financial Group
New York
$232K
ACA
64
Aptus Capital Advisors
Alabama
$219K -$160K -12,242 -42%
SLC
65
Second Line Capital
Louisiana
$207K +$548 +42 +0.3%
Mariner
66
Mariner
Kansas
$207K +$11.1K +853 +5%
CCG
67
Catalina Capital Group
California
$205K
SWM
68
SeaCrest Wealth Management
New York
$197K -$7.36K -564 -4%
MFG
69
Merit Financial Group
Georgia
$195K +$27.7K +2,123 +16%
SAI
70
Savvy Advisors Inc
New York
$184K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$182K -$14.2K -1,085 -7%
EMAM
72
Encompass More Asset Management
California
$181K -$2.19K -168 -1%
KA
73
Kovack Advisors
Florida
$181K -$7.69K -589 -4%
NA
74
NewEdge Advisors
Louisiana
$181K -$66.6K -5,104 -27%
HI
75
Harbour Investments
Wisconsin
$176K +$179K +13,721 New

RA Hedge Fund Activity: Q1 2026 in Review

117 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q1 2026, worth a combined $230M — up 2.5% from $225M a quarter earlier.

Fund positioning in RA was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 44 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.54M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $5.64M.

  • 117 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q1 2026, down from 122 in Q4 2025.
  • Funds reported $230M of Brookfield Real Assets Income Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 8 funds opened new Brookfield Real Assets Income Fund positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest Brookfield Real Assets Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $8.54M added.
  • The largest Brookfield Real Assets Income Fund seller in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $5.64M sold.

Based on aggregated 13F filings for Q1 2026.