Brookfield Real Assets Income Fund
118 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.
33% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 33
1.04% more ownership
Funds ownership: 31.39% → 32.42% (+1%)
2% more capital invested
Capital invested by funds: $225M → $230M (+$5.62M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
3% less funds holding
Funds holding: 122 → 118 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.54M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$8.36M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.87M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.5M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$5.64M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.88M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$2.02M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.57M |
| 5 |
Jane Street
New York
|
-$615K |
RA Hedge Fund Activity: Q1 2026 in Review
118 institutional investors 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.
- 118 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.