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RA

Brookfield Real Assets Income Fund
RA

116 hedge funds and large institutions have $200M invested in Brookfield Real Assets Income Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

5% more funds holding

Funds holding: 111 → 116 (+5)

1.19% less ownership

Funds ownership: 30.56% → 29.38% (-1.2%)

5% less capital invested

Capital invested by funds: $211M → $200M (-$10.6M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
38
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.01M
2
GC
Guggenheim Capital
Illinois
+$2.08M
3
Morgan Stanley
Morgan Stanley
New York
+$1.58M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$955K
5
ARC
Advisor Resource Council
Texas
+$851K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$12.1M
2
SCM
Saba Capital Management
New York
-$4.59M
3
AA
AQR Arbitrage
Connecticut
-$2.52M
4
UBS Group
UBS Group
Switzerland
-$877K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
51
CSS LLC
Illinois
$434K – – –
WS
52
Wedbush Securities
California
$418K -$13 -1 -0%
GP
53
Gridiron Partners
Pennsylvania
$415K – – –
ACA
54
Aptus Capital Advisors
Alabama
$414K -$19.5K -1,467 -4%
GCP
55
Gill Capital Partners
Colorado
$404K -$1.6K -120 -0.4%
CRWM
56
Castle Rock Wealth Management
California
$378K +$2.06K +155 +0.5%
IFG
57
Independent Financial Group
California
$375K -$60.4K -4,539 -14%
Lido Advisors
58
Lido Advisors
California
$313K – – –
CSP
59
Cary Street Partners
Virginia
$283K -$7.99K -600 -3%
GAM
60
Griffin Asset Management
New York
$280K +$2.06K +155 +0.7%
CCG
61
Catalina Capital Group
California
$270K – – –
IA
62
IFG Advisory
Georgia
$265K – – –
AFG
63
Atomi Financial Group
New York
$237K +$6.08K +457 +3%
HKAM
64
Horizon Kinetics Asset Management
New York
$232K – – –
SLC
65
Second Line Capital
Louisiana
$224K -$6.55K -492 -3%
MCFP
66
Mallini Complete Financial Planning
Florida
$221K +$18.1K +1,359 +9%
GWM
67
Geneos Wealth Management
Colorado
$219K +$209K +15,681 +1,595%
MWM
68
Melfa Wealth Management
Massachusetts
$219K – – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$206K -$44.4K -3,333 -18%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$204K +$206K +15,469 New
Mariner
71
Mariner
Kansas
$202K +$205K +15,372 New
UPS
72
UHLMANN PRICE SECURITIES
Illinois
$199K +$30.5K +2,287 +18%
NA
73
NewEdge Advisors
Louisiana
$196K -$46.6K -3,500 -19%
SWM
74
SeaCrest Wealth Management
New York
$192K -$1.06K -80 -0.5%
SWP
75
Stratos Wealth Partners
Ohio
$190K -$31.5K -2,367 -14%
1 2
3
4 5

RA Hedge Fund Activity: Q1 2025 in Review

116 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q1 2025, worth a combined $200M — down 5% from $211M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RA positions and 9 closed out — a net gain of 7 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.01M. The largest seller was Landscape Capital Management, cutting an estimated $12.1M.

  • 116 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q1 2025, up from 111 in Q4 2024.
  • Funds reported $200M of Brookfield Real Assets Income Fund stock for Q1 2025, down 5% quarter-over-quarter.
  • 16 funds opened new Brookfield Real Assets Income Fund positions in Q1 2025 and 9 closed out, a net change of +7 holders.
  • The largest Brookfield Real Assets Income Fund buyer in Q1 2025 was Wells Fargo, an estimated $3.01M added.
  • The largest Brookfield Real Assets Income Fund seller in Q1 2025 was Landscape Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.