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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
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$12.9K
FDW
102
Fourth Dimension Wealth
Ohio
$12.9K
CT
103
Caldwell Trust
Florida
$12.6K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$10.7K +$2.82K +216 +35%
WTC
105
WhitTier Trust Company
Nevada
$8.95K +$9.07K +695 New
DSC
106
Daytona Street Capital
Missouri
$8.64K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$7.75K
AF
108
Advisornet Financial
Minnesota
$4.24K
HWP
109
Highline Wealth Partners
California
$2.85K +$287 +22 +11%
FFA
110
Farther Finance Advisors
California
$2.31K
GIA
111
GHP Investment Advisors
Colorado
$1.97K
AA
112
Ancora Advisors
Ohio
$1.62K
AF
113
Allworth Financial
California
$1.29K
MFP
114
Meramec Financial Planners
Missouri
$766
WPA
115
Wealth Preservation Advisors
Tennessee
$347
SIS
116
Sound Income Strategies
Florida
$39
TPCW
117
TD Private Client Wealth
New York
$12
PIWA
118
Prevail Innovative Wealth Advisors
Kansas
-$2.02M -155,725 Closed
MG
119
Marex Group
-$455K -35,083 Closed
LCM
120
Landscape Capital Management
New Jersey
-$295K -22,797 Closed
Citadel Advisors
121
Citadel Advisors
Florida
-$157K -12,082 Closed
HF
122
HRT Financial
New York
-$148K -11,490 Closed
CSC
123
Caldwell Sutter Capital
California
-$19.1K -1,471 Closed
LC
124
Luminist Capital
Michigan
-$5.47K -422 Closed
DWM
125
Darwin Wealth Management
Florida
-$3.37K -260 Closed

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.