RA — Brookfield Real Assets Income Shs Ben Int Institutional Holders · Q3 2026
Who owns Brookfield Real Assets Income Shs Ben Int (RA)? 7 institutions reported holding $2.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Noble Wealth Management PBC ($1.5M), Castle Rock Wealth Management, LLC ($335,980), Mallini Complete Financial Planning LLC ($201,844).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $1.5M | 131,278 | Trimmed |
| 2 | Castle Rock Wealth Management, LLC | $335,980 | 28,964 | Trimmed |
| 3 | Mallini Complete Financial Planning LLC | $201,844 | 17,475 | Trimmed |
| 4 | Gridiron Partners, LLC | $154,585 | 13,384 | Hold |
| 5 | DECISION INVESTMENTS, INC | $118,388 | 10,250 | Hold |
| 6 | Farther Finance Advisors, LLC | $21,448 | 1,857 | Added |
| 7 | CoreCap Advisors, LLC | $12,439 | 1,077 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30