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.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$68.7M	5.3M	Added
2	SIT INVESTMENT ASSOCIATES INC	$39.4M	3.1M	Added
3	WELLS FARGO & COMPANY/MN	$21.6M	1.7M	Added
4	GUGGENHEIM CAPITAL LLC	$13.7M	1.1M	Added
5	Penserra Capital Management LLC	$8.0M	620,841	Added
6	Royal Bank of Canada	$7.3M	565,208	Trimmed
7	BANK OF AMERICA CORP /DE/	$6.3M	487,304	Added
8	LPL Financial LLC	$5.1M	395,192	Added
9	Thomas J. Herzfeld Advisors, Inc.	$4.8M	369,085	Added
10	ENVESTNET ASSET MANAGEMENT INC	$3.8M	292,217	Added
11	Rareview Capital LLC	$3.7M	277,726	Added
12	RAYMOND JAMES FINANCIAL INC	$3.6M	279,034	Added
13	Cetera Investment Advisers	$3.6M	278,096	Added
14	RIVERBRIDGE PARTNERS LLC	$3.1M	241,792	Added
15	1607 Capital Partners, LLC	$3.0M	231,703	Trimmed
16	FIRST TRUST ADVISORS LP	$2.5M	193,176	Added
17	STIFEL FINANCIAL CORP	$2.0M	154,354	Added
18	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$1.8M	136,242	Trimmed
19	Noble Wealth Management PBC	$1.7M	135,360	Added
20	B. Riley Wealth Advisors, Inc.	$1.7M	133,545	Trimmed
21	Cambridge Investment Research Advisors, Inc.	$1.6M	121,414	Added
22	Steward Partners Investment Advisory, LLC	$1.5M	118,559	Trimmed
23	Private Advisor Group, LLC	$1.5M	117,583	Added
24	Closed-End Fund Advisors, Inc.	$1.5M	116,624	Added
25	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	113,834	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30