Who owns Brookfield Real Assets Income?
Institutional ownership of RA from SEC Form 13F filings across 82 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
82
13F holders
$154.2M
value, 2026 filers
23.4%
of shares outstanding (12.9M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of RA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.3M | $68.7M | 0.0% | 9.7% | +5.3% |
| 2 | WELLS FARGO & COMPANY/MN | 1.7M | $21.6M | 0.0% | 3% | +6.3% |
| 3 | Penserra Capital Management LLC | 620,841 | $7,996 | 0.1% | 1.1% | +4.0% |
| 4 | ROYAL BANK OF CANADA | 565,208 | $7.3M | 0.0% | 1% | -12.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 487,304 | $6.3M | 0.0% | 0.9% | +15.1% |
| 6 | LPL Financial LLC | 395,192 | $5.1M | 0.0% | 0.7% | +32.3% |
| 7 | Thomas J. Herzfeld Advisors, Inc. | 369,085 | $4.8M | 1.5% | 0.7% | +8.4% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 292,217 | $3.8M | 0.0% | 0.5% | +9.2% |
| 9 | RAYMOND JAMES FINANCIAL INC | 279,034 | $3.6M | 0.0% | 0.5% | +21.3% |
| 10 | Cetera Investment Advisers | 278,096 | $3.6M | 0.0% | 0.5% | +7.8% |
| 11 | Cambridge Investment Research Advisors, Inc. | 242,828 | $3,128 | 0.0% | 0.4% | +110.8% |
| 12 | FIRST TRUST ADVISORS LP | 193,176 | $2.5M | 0.0% | 0.3% | +6.6% |
| 13 | STIFEL FINANCIAL CORP | 154,354 | $2.0M | 0.0% | 0.3% | +8.7% |
| 14 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 136,242 | $1.8M | 0.1% | 0.2% | -65.4% |
| 15 | B. Riley Wealth Advisors, Inc. | 133,545 | $1.7M | 0.1% | 0.2% | -7.6% |
| 16 | Steward Partners Investment Advisory, LLC | 118,559 | $1.5M | 0.0% | 0.2% | 0.0% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 113,834 | $1.5M | 0.0% | 0.2% | +5.8% |
| 18 | Brookfield Corp /ON/ | 100,582 | $1.3M | 0.0% | 0.2% | 0.0% |
| 19 | OSAIC HOLDINGS, INC. | 84,265 | $1.1M | 0.0% | 0.2% | +24.6% |
| 20 | Pekin Hardy Strauss, Inc. | 78,905 | $1.0M | 0.1% | 0.1% | -5.8% |
| 21 | RFG Advisory, LLCNEW | 71,744 | $924,066 | 0.0% | 0.1% | new |
| 22 | AMERIPRISE FINANCIAL INC | 69,979 | $901,985 | 0.0% | 0.1% | +3.1% |
| 23 | Stratos Wealth Partners, LTD. | 67,402 | $868,138 | 0.0% | 0.1% | -0.2% |
| 24 | HighTower Advisors, LLC | 66,028 | $850,437 | 0.0% | 0.1% | +68.1% |
| 25 | CHOREO, LLC | 61,796 | $795,934 | 0.0% | 0.1% | +7.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.