Who Owns BROOKFIELD REAL (RA)? -- Institutional Holders (2026-06-30)

124 institutions reported holding $238.5M of BROOKFIELD REAL (RA) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($68.7M), SIT INVESTMENT ASSOCIATES INC ($39.4M), WELLS FARGO & COMPANY/MN ($21.6M), GUGGENHEIM CAPITAL LLC ($13.7M), Penserra Capital Management LLC ($8.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$68.7M5.3MAdded
2SIT INVESTMENT ASSOCIATES INC$39.4M3.1MAdded
3WELLS FARGO & COMPANY/MN$21.6M1.7MAdded
4GUGGENHEIM CAPITAL LLC$13.7M1.1MAdded
5Penserra Capital Management LLC$8.0M620,841Added
6Royal Bank of Canada$7.3M565,208Trimmed
7BANK OF AMERICA CORP /DE/$6.3M487,304Added
8LPL Financial LLC$5.1M395,192Added
9Thomas J. Herzfeld Advisors, Inc.$4.8M369,085Added
10ENVESTNET ASSET MANAGEMENT INC$3.8M292,217Added
11Rareview Capital LLC$3.7M277,726Added
12RAYMOND JAMES FINANCIAL INC$3.6M279,034Added
13Cetera Investment Advisers$3.6M278,096Added
14RIVERBRIDGE PARTNERS LLC$3.1M241,792Added
151607 Capital Partners, LLC$3.0M231,703Trimmed
16FIRST TRUST ADVISORS LP$2.5M193,176Added
17STIFEL FINANCIAL CORP$2.0M154,354Added
18CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.8M136,242Trimmed
19Noble Wealth Management PBC$1.7M135,360Added
20B. Riley Wealth Advisors, Inc.$1.7M133,545Trimmed
21Cambridge Investment Research Advisors, Inc.$1.6M121,414Added
22Steward Partners Investment Advisory, LLC$1.5M118,559Trimmed
23Private Advisor Group, LLC$1.5M117,583Added
24Closed-End Fund Advisors, Inc.$1.5M116,624Added
25COMMONWEALTH EQUITY SERVICES, LLC$1.5M113,834Added

Source: SEC Form 13F filings · as of 2026-06-30