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RA

Brookfield Real Assets Income Fund
RA

114 hedge funds and large institutions have $193M invested in Brookfield Real Assets Income Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 112 → 114 (+2)

0.63% more ownership

Funds ownership: 27.21% → 27.84% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less capital invested

Capital invested by funds: $224M → $193M (-$30.6M)

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
43
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GP
Gridiron Partners
Pennsylvania
+$12.4M
2
Morgan Stanley
Morgan Stanley
New York
+$3.57M
3
GC
Guggenheim Capital
Illinois
+$1.44M
4
PCM
Penserra Capital Management
California
+$1.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$830K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$9.28M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.07M
3
AA
AQR Arbitrage
Connecticut
-$2.44M
4
DWM
Drive Wealth Management
Utah
-$1.38M
5
LCM
Landscape Capital Management
New Jersey
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$432K +$29.9K +2,243 +7%
GP
52
Gridiron Partners
Pennsylvania
$422K +$12.4M +928,937 +2,944%
ACA
53
Aptus Capital Advisors
Alabama
$404K -$16.6K -1,248 -4%
CRWM
54
Castle Rock Wealth Management
California
$394K +$9.42K +706 +2%
GCP
55
Gill Capital Partners
Colorado
$388K -$14K -1,046 -3%
AWM
56
Atticus Wealth Management
Florida
$332K +$80.8K +6,057 +32%
Lido Advisors
57
Lido Advisors
California
$317K – – –
SWP
58
Stratos Wealth Partners
Ohio
$292K -$39.8K -2,981 -12%
GAM
59
Griffin Asset Management
New York
$288K +$2.17K +163 +0.8%
MWM
60
Melfa Wealth Management
Massachusetts
$276K – – –
CCG
61
Catalina Capital Group
California
$274K – – –
UPS
62
UHLMANN PRICE SECURITIES
Illinois
$252K +$12.1K +905 +5%
AFG
63
Atomi Financial Group
New York
$241K – – –
MCFP
64
Mallini Complete Financial Planning
Florida
$232K +$3.94K +295 +2%
LCM
65
Landscape Capital Management
New Jersey
$229K -$1.17M -87,511 -84%
SWM
66
SeaCrest Wealth Management
New York
$214K +$19.1K +1,433 +10%
SLC
67
Second Line Capital
Louisiana
$212K -$15.7K -1,180 -7%
AIS
68
Accredited Investor Services
Minnesota
$209K +$29.1K +2,182 +16%
Mariner
69
Mariner
Kansas
$207K +$17.4K +1,307 +9%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$193K -$22.2K -1,666 -10%
EMAM
71
Encompass More Asset Management
California
$190K +$1K +75 +0.5%
AC
72
AlphaCore Capital
California
$186K – – –
NA
73
NewEdge Advisors
Louisiana
$174K -$16K -1,200 -8%
CSP
74
Cary Street Partners
Virginia
$169K – – –
SF
75
Summit Financial
New Jersey
$159K -$18.3K -1,375 -10%
1 2
3
4 5

RA Hedge Fund Activity: Q3 2025 in Review

114 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brookfield Real Assets Income Fund (RA) for Q3 2025, worth a combined $193M — down 14% from $224M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RA positions and 10 closed out — a net gain of 3 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Gridiron Partners, adding an estimated $12.4M. The largest seller was Saba Capital Management, exiting entirely with an estimated $9.28M sold.

  • 114 institutional investors held Brookfield Real Assets Income Fund (RA) as of Q3 2025, up from 112 in Q2 2025.
  • Funds reported $193M of Brookfield Real Assets Income Fund stock for Q3 2025, down 14% quarter-over-quarter.
  • 13 funds opened new Brookfield Real Assets Income Fund positions in Q3 2025 and 10 closed out, a net change of +3 holders.
  • The largest Brookfield Real Assets Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $12.4M added.
  • The largest Brookfield Real Assets Income Fund seller in Q3 2025 was Saba Capital Management, an estimated $9.28M sold.

Based on aggregated 13F filings for Q3 2025.