RA

Brookfield Real Assets Income Fund
RA

Overview Fund Activity

107 hedge funds and large institutions have $210M invested in Brookfield Real Assets Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
42
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$7.93M
3
1CP
3
1607 Capital Partners
Virginia
$5.53M
4
GC
4
Guggenheim Capital
Illinois
$4.91M
5
UBS Group
5
UBS Group
Switzerland
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.4M
2
AA
2
AQR Arbitrage
Connecticut
$7.29M
3
SCM
3
Saba Capital Management
New York
$13.3M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.41M
5
IWP
5
Innova Wealth Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UPS
76
UHLMANN PRICE SECURITIES
Illinois
$171K +$23.4K +1,758 +16%
OC
77
Oppenheimer & Co
New York
$171K +$171K +12,810 New
CIA
78
Capital Investment Advisors
Georgia
$153K -$12.1K -912 -7%
ACP
79
Aviance Capital Partners
Florida
$146K +$2.37K +178 +2%
AG
80
AmeriFlex Group
Nevada
$135K +$135K +10,000 New
HVIA
81
Hudson Valley Investment Advisors
New York
$133K – – –
SWM
82
Spire Wealth Management
Virginia
$87.5K – – –
TWC
83
TD Waterhouse Canada
Ontario, Canada
$83.8K +$240 +18 +0.3%
VHAM
84
Van Hulzen Asset Management
California
$46.8K +$46.8K +3,512 New
CSPIA
85
Cary Street Partners Investment Advisory
Virginia
$39.3K +$39.3K +2,950 New
GWSG
86
GPS Wealth Strategies Group
Colorado
$37.2K -$1.33K -100 -3%
AWM
87
Ameliora Wealth Management
Switzerland
$31.7K – – –
Bessemer Group
88
Bessemer Group
New Jersey
$25K -$308 -23 -1%
IA
89
IFP Advisors
Florida
$22.8K – – –
WA
90
WPG Advisers
Maryland
$16.1K +$16.1K +1,212 New
IHWM
91
Iron Horse Wealth Management
Iowa
$15.1K – – –
FDW
92
Fourth Dimension Wealth
Ohio
$13.3K +$13.3K +1,000 New
GWM
93
Geneos Wealth Management
Colorado
$13.1K +$2.04K +153 +18%
AF
94
Advisornet Financial
Minnesota
$10.4K – – –
B
95
Birchbrook
Maine
$9.76K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
LC
97
Luminist Capital
Michigan
$5.67K +$5.67K +426 New
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$4.37K – – –
RI
99
Ridgewood Investments
New Jersey
$4K -$21.3K -1,600 -84%
DWM
100
Darwin Wealth Management
Florida
$3.46K – – –
1 2 3
4
5