5 institutions reported holding $2.4M of BROOKFIELD REAL ASSETS INCOME SHS BEN INT (RA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($1.7M), Castle Rock Wealth Management, LLC ($392,151), Mallini Complete Financial Planning LLC ($246,284), CoreCap Advisors, LLC ($14,348), Global Wealth Strategies & Associates ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $1.7M | 135,360 | Added |
| 2 | Castle Rock Wealth Management, LLC | $392,151 | 30,446 | Added |
| 3 | Mallini Complete Financial Planning LLC | $246,284 | 19,121 | Added |
| 4 | CoreCap Advisors, LLC | $14,348 | 1,114 | Trimmed |
| 5 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30