RA

Brookfield Real Assets Income Fund
RA

Overview Fund Activity

108 hedge funds and large institutions have $200M invested in Brookfield Real Assets Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
40
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.8M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$1.97M
3
LPL Financial
3
LPL Financial
California
$3.13M
4
GC
4
Guggenheim Capital
Illinois
$8.72M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$9.63M

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$1.4M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$8.53M
3
AA
3
AQR Arbitrage
Connecticut
$3.04M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
CRWM
51
Castle Rock Wealth Management
California
$377K 28,529 -194 -0.7%
SWP
52
Stratos Wealth Partners
Ohio
$332K 24,804 +10,365 +72%
Lido Advisors
53
Lido Advisors
California
$318K 23,753 – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$290K 21,674 +6,205 +40%
GAM
55
Griffin Asset Management
New York
$286K 21,373 +98 +0.5%
BlackRock
56
BlackRock
New York
$278K 20,786 +20,786 New
MWM
57
Melfa Wealth Management
Massachusetts
$276K 20,672 +4,025 +24%
CCG
58
Catalina Capital Group
California
$274K 20,520 – –
AWM
59
Atticus Wealth Management
Florida
$252K 18,815 +18,815 New
AFG
60
Atomi Financial Group
New York
$241K 18,009 – –
UPS
61
UHLMANN PRICE SECURITIES
Illinois
$240K 17,931 +2,777 +18%
Fisher Asset Management
62
Fisher Asset Management
Washington
$239K 17,845 +17,845 New
HKAM
63
Horizon Kinetics Asset Management
New York
$235K 17,614 – –
MCFP
64
Mallini Complete Financial Planning
Florida
$229K 17,093 +295 +2%
SLC
65
Second Line Capital
Louisiana
$228K 17,085 +62 +0.4%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$216K 16,136 +492 +3%
SWM
67
SeaCrest Wealth Management
New York
$192K 14,384 -194 -1%
NA
68
NewEdge Advisors
Louisiana
$190K 14,201 -700 -5%
Mariner
69
Mariner
Kansas
$189K 14,157 -1,215 -8%
EMAM
70
Encompass More Asset Management
California
$189K 14,122 +157 +1%
AC
71
AlphaCore Capital
California
$186K 13,888 – –
AIS
72
Accredited Investor Services
Minnesota
$180K 13,447 +2,518 +23%
SF
73
Summit Financial
New Jersey
$178K 13,283 +13,283 New
CSP
74
Cary Street Partners
Virginia
$169K 12,655 -8,850 -41%
ACP
75
Aviance Capital Partners
Florida
$151K 11,310 +195 +2%
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