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 | 08/13/2026 | 5.33 M | $68.68 M | 5.26% | 9.65% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 3.06 M | $39.45 M | 7.26% | 5.54% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.67 M | $21.55 M | 6.28% | 3.03% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.06 M | $13.69 M | 7.23% | 1.92% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 620.84 K | $8.00 M | 3.96% | 1.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 565.21 K | $7.28 M | -12.28% | 1.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 487.30 K | $6.28 M | 15.15% | 0.88% |
| LPL FINANCIAL LLC | 08/07/2026 | 395.19 K | $5.09 M | 32.34% | 0.72% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 369.09 K | $4.75 M | 8.35% | 0.67% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 292.22 K | $3.76 M | 9.23% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 279.03 K | $3.59 M | 21.32% | 0.51% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 278.10 K | $3.58 M | 7.81% | 0.50% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 277.73 K | $3.71 M | 9.69% | 0.50% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 241.79 K | $3.11 M | 0.81% | 0.44% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 231.70 K | $2.98 M | -42.52% | 0.42% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 193.18 K | $2.49 M | 6.55% | 0.35% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 154.35 K | $1.99 M | 8.71% | 0.28% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 136.24 K | $1.75 M | -65.41% | 0.25% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 135.36 K | $1.74 M | 6.79% | 0.25% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 133.55 K | $1.72 M | -7.61% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 121.41 K | $1.56 M | 5.39% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 118.56 K | $1.53 M | -0.04% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 117.58 K | $1.51 M | 4.01% | 0.21% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 116.62 K | $1.50 M | 1.37% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 113.83 K | $1.47 M | 5.83% | 0.21% |
| BROOKFIELD CORP /ON/ | 08/14/2026 | 100.58 K | $1.30 M | 0.00% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 84.27 K | $1.09 M | 24.59% | 0.15% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 78.91 K | $1.02 M | -5.85% | 0.14% |
| RFG ADVISORY, LLC | 07/15/2026 | 71.74 K | $924.07 K | 100.00% | 0.13% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 69.98 K | $901.99 K | 3.05% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 67.40 K | $868.14 K | -0.19% | 0.12% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 67.20 K | $865.50 K | -17.58% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 66.03 K | $850.44 K | 68.07% | 0.12% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 07/24/2026 | 62.10 K | $799.84 K | -14.52% | 0.11% |
| CHOREO, LLC | 08/04/2026 | 61.80 K | $795.93 K | 6.97% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 59.39 K | $764.91 K | 1.01% | 0.11% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 55.64 K | $716.61 K | -1.29% | 0.10% |
| UBS GROUP AG | 08/13/2026 | 54.84 K | $706.33 K | -19.10% | 0.10% |
| LIDO ADVISORS, LLC | 08/07/2026 | 53.40 K | $687.83 K | 124.83% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 48.57 K | $625.54 K | 11.67% | 0.09% |
| E&G ADVISORS, LP | 07/23/2026 | 47.24 K | $608.48 K | 0.00% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 41.32 K | $532.00 K | 32.03% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 41.14 K | $529.94 K | -1.16% | 0.07% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 08/10/2026 | 38.53 K | $496.27 K | 6.91% | 0.07% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 36.66 K | $472.18 K | 11.44% | 0.07% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 36.04 K | $464.15 K | 2.39% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 34.16 K | $439.96 K | -5.40% | 0.06% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 32.86 K | $423.21 K | -1.79% | 0.06% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 07/08/2026 | 30.45 K | $392.15 K | 1.55% | 0.06% |
| STERNECK CAPITAL MANAGEMENT, LLC | 07/30/2026 | 29.86 K | $384.65 K | -7.20% | 0.05% |
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Brookfield Real Assets Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of Brookfield Real Assets Income Fund Inc. The most heavily invested institutionals were:
MORGAN STANLEY: 5.33 M
SIT INVESTMENT ASSOCIATES INC: 3.06 M
WELLS FARGO & COMPANY/MN: 1.67 M
GUGGENHEIM CAPITAL LLC: 1.06 M
Penserra Capital Management LLC: 620,841
ROYAL BANK OF CANADA: 565,208
33.50% of Brookfield Real Assets Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 20.58 M shares in the last 24 months. This purchase volume represents approximately $264.28 M in transactions.