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 | 05/15/2026 | 5.07 M | $65.14 M | 14.83% | 9.17% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.86 M | $36.72 M | 28.89% | 5.17% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.57 M | $20.25 M | 10.02% | 2.85% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 991.57 K | $12.75 M | 13.06% | 1.79% |
| ROYAL BANK OF CANADA | 05/15/2026 | 644.35 K | $8.29 M | -1.60% | 1.17% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 597.17 K | $7.68 M | 18.05% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 423.19 K | $5.44 M | 2.50% | 0.77% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 403.07 K | $5.18 M | 0.00% | 0.73% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 393.87 K | $5.07 M | 31.15% | 0.71% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 340.64 K | $4.38 M | -55.89% | 0.62% |
| LPL FINANCIAL LLC | 05/06/2026 | 298.62 K | $3.84 M | 12.01% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 267.53 K | $3.44 M | -52.62% | 0.48% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 257.94 K | $3.32 M | -6.32% | 0.47% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 253.19 K | $3.39 M | 21.10% | 0.46% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 239.84 K | $3.08 M | 8.38% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 229.99 K | $2.96 M | -0.43% | 0.42% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 181.29 K | $2.33 M | 11.96% | 0.33% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 144.54 K | $1.82 M | -1.15% | 0.26% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 141.98 K | $1.83 M | 0.94% | 0.26% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 126.76 K | $1.63 M | -4.61% | 0.23% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 118.61 K | $1.53 M | 1.39% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 115.21 K | $1.48 M | 1.95% | 0.21% |
| 05/11/2026 | 115.05 K | $1.48 M | 1.90% | 0.21% | |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 113.05 K | $1.45 M | -10.23% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 107.57 K | $1.38 M | -6.53% | 0.19% |
| BROOKFIELD CORP /ON/ | 05/15/2026 | 100.58 K | $1.29 M | 0.00% | 0.18% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 83.81 K | $1.08 M | 28.97% | 0.15% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 81.53 K | $1.05 M | -33.12% | 0.15% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 72.65 K | $934.22 K | 3.38% | 0.13% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 67.91 K | $873.26 K | 20.04% | 0.12% |
| UBS GROUP AG | 05/05/2026 | 67.78 K | $871.69 K | -14.74% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 67.64 K | $869.80 K | -16.51% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 67.53 K | $868.40 K | 1.96% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 58.80 K | $756.12 K | 36.56% | 0.11% |
| CHOREO, LLC | 05/13/2026 | 57.77 K | $742.88 K | -37.93% | 0.10% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 56.36 K | $724.83 K | 1.98% | 0.10% |
| E&G ADVISORS, LP | 04/21/2026 | 47.24 K | $607.53 K | -1.18% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 43.49 K | $559.32 K | 10.20% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 41.63 K | $535.32 K | 1.50% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 39.29 K | $505.22 K | -38.87% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 36.11 K | $464.36 K | 2.82% | 0.07% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 04/27/2026 | 36.04 K | $463.48 K | 0.46% | 0.07% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 35.20 K | $452.60 K | 0.11% | 0.06% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 33.46 K | $430.27 K | 0.00% | 0.06% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 32.90 K | $423.06 K | -78.50% | 0.06% |
| STERNECK CAPITAL MANAGEMENT, LLC | 04/17/2026 | 32.18 K | $413.85 K | 7.68% | 0.06% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 31.30 K | $402.00 K | -11.24% | 0.06% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 04/08/2026 | 29.98 K | $384.35 K | 1.00% | 0.05% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 29.19 K | $375.42 K | 0.24% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 28.81 K | $370.54 K | -33.61% | 0.05% |
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Brookfield Real Assets Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of Brookfield Real Assets Income Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 5.07 M
SIT INVESTMENT ASSOCIATES INC: 2.86 M
WELLS FARGO & COMPANY/MN: 1.57 M
GUGGENHEIM CAPITAL LLC: 991,567
ROYAL BANK OF CANADA: 644,351
Penserra Capital Management LLC: 597,165
32.42% of Brookfield Real Assets Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 19.86 M shares in the last 24 months. This purchase volume represents approximately $254.99 M in transactions.