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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
PAS
76
Park Avenue Securities
New York
$169K +$22.8K +1,749 +15%
CSP
77
Cary Street Partners
Virginia
$163K
ACP
78
Aviance Capital Partners
Florida
$153K +$2.72K +208 +2%
OC
79
Oppenheimer & Co
New York
$145K +$196 +15 +0.1%
AC
80
AlphaCore Capital
California
$141K -$37.7K -2,887 -21%
HKAM
81
Horizon Kinetics Asset Management
New York
$138K
SF
82
Summit Financial
New Jersey
$132K -$2.61K -200 -2%
DI
83
Decision Investments
California
$132K
Nomura Holdings
84
Nomura Holdings
Japan
$129K +$131K +10,000 New
CA
85
CoreCap Advisors
Michigan
$120K +$105K +8,008 +591%
US Bancorp
86
US Bancorp
Minnesota
$97.3K
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$92.7K
PWPS
88
Pinnacle Wealth Planning Services
Ohio
$90K +$13.7K +1,050 +18%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$81.1K +$82.3K +6,307 New
QCG
90
Quadrant Capital Group
Ohio
$51K
WA
91
WPG Advisers
Maryland
$35.9K +$7.91K +606 +28%
TWC
92
TD Waterhouse Canada
Ontario, Canada
$31.3K -$4.99K -382 -14%
AWM
93
Ameliora Wealth Management
Switzerland
$30.6K
GWM
94
Geneos Wealth Management
Colorado
$24.4K
IA
95
IFP Advisors
Florida
$22K
LFG
96
Larson Financial Group
Missouri
$18K +$18.3K +1,400 New
ASN
97
Advisory Services Network
Georgia
$17.9K +$18.2K +1,393 New
BlackRock
98
BlackRock
New York
$17.9K +$18.1K +1,390 New
GWSA
99
Global Wealth Strategies & Associates
Colorado
$13.7K
AAP
100
Arax Advisory Partners
Colorado
$12.9K -$274 -21 -2%

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.