Brookfield Real Assets Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 4.41 M | $57.17 M | 2.76% | 7.98% |
| SIT INVESTMENT ASSOCIATES INC | 02/25/2026 | 2.22 M | $28.71 M | 100.00% | 4.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.43 M | $18.54 M | 3.22% | 2.59% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 876.99 K | $11.37 M | 15.38% | 1.59% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 772.27 K | $10.01 M | 6.56% | 1.40% |
| ROYAL BANK OF CANADA | 02/17/2026 | 654.83 K | $8.49 M | -0.16% | 1.19% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 564.59 K | $7.32 M | 13.28% | 1.02% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 505.87 K | $6.56 M | 10.20% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 412.89 K | $5.35 M | 4.25% | 0.75% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 403.07 K | $5.22 M | -12.79% | 0.73% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 300.32 K | $3.89 M | 0.00% | 0.54% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 275.33 K | $3.57 M | -1.42% | 0.50% |
| LPL FINANCIAL LLC | 02/11/2026 | 266.60 K | $3.46 M | 3.32% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 230.99 K | $2.99 M | 1.22% | 0.42% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 221.31 K | $2.87 M | 72.90% | 0.40% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 209.08 K | $2.80 M | 9.52% | 0.38% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 161.93 K | $2.10 M | 2.05% | 0.29% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 155.73 K | $2.02 M | 4.68% | 0.28% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 153.01 K | $1.98 M | 260.56% | 0.28% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 146.22 K | $1.89 M | 0.79% | 0.26% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 140.66 K | $1.82 M | 13.51% | 0.25% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 132.88 K | $1.72 M | -1.87% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 125.93 K | $1.63 M | -10.03% | 0.23% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 121.91 K | $1.58 M | -7.05% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 116.98 K | $1.52 M | 1.35% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 115.09 K | $1.49 M | 8.97% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 113.01 K | $1.47 M | 15.04% | 0.20% |
| 02/11/2026 | 112.91 K | $1.46 M | 100.00% | 0.20% | |
| BROOKFIELD CORP /ON/ | 02/13/2026 | 100.58 K | $1.30 M | 0.00% | 0.18% |
| CHOREO, LLC | 01/23/2026 | 93.07 K | $1.21 M | 8.63% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 81.01 K | $1.05 M | -27.28% | 0.15% |
| UBS GROUP AG | 01/29/2026 | 79.50 K | $1.03 M | -2.40% | 0.14% |
| JANE STREET GROUP, LLC | 02/12/2026 | 75.60 K | $979.82 K | 113.82% | 0.14% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 70.27 K | $910.67 K | -4.47% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 66.23 K | $858.30 K | 203.47% | 0.12% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 64.98 K | $842.13 K | 5.26% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 64.26 K | $832.85 K | 30.99% | 0.12% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 56.57 K | $733.12 K | -3.14% | 0.10% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 55.27 K | $716.31 K | -0.79% | 0.10% |
| E&G ADVISORS, LP | 01/23/2026 | 47.81 K | $619.59 K | -2.25% | 0.09% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 46.60 K | $603.96 K | 0.00% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 43.40 K | $562.44 K | 100.00% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 43.05 K | $557.98 K | -7.62% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 41.01 K | $531.53 K | 14.61% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 39.47 K | $511.52 K | 100.00% | 0.07% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 02/05/2026 | 35.88 K | $464.93 K | -1.92% | 0.06% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 35.26 K | $457.00 K | 9.02% | 0.06% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 35.16 K | $455.61 K | -0.70% | 0.06% |
| MAREX GROUP PLC | 02/12/2026 | 35.08 K | $454.68 K | 100.00% | 0.06% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 33.46 K | $433.62 K | -2.34% | 0.06% |
Brookfield Real Assets Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 159 institutional investors and hedge funds held shares of Brookfield Real Assets Income Fund Inc. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 267,531
Rareview Capital LLC: 253,193
RIVERBRIDGE PARTNERS LLC: 239,842
B. Riley Wealth Advisors, Inc.: 144,543
Noble Wealth Management PBC: 126,755
Cambridge Investment Research Advisors, Inc.: 115,207
31.32% of Brookfield Real Assets Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 18.87 M shares in the last 24 months. This purchase volume represents approximately $242.33 M in transactions.