Brookfield Real Assets (RA) Schedule 13G: 6.0% stake by Morgan Stanley, Parametric
Rhea-AI Filing Summary
Brookfield Real Assets Income Fund Inc. Schedule 13G reports that Morgan Stanley and Parametric Portfolio Associates LLC together beneficially own 3,318,245 common shares of the issuer, representing 6.0% of the class as of 03/31/2026. The filing shows shared voting power of 395,155 shares and shared dispositive power of 3,318,245. The joint filing agreements and Item 7 exhibit information are attached; signatures are dated 05/11/2026.
Positive
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Negative
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Key Figures
Beneficial ownership: 3,318,245 shares
Percent of class: 6.0%
Shared voting power: 395,155 shares
3 metrics
Beneficial ownership
3,318,245 shares
Beneficially owned collectively as of 03/31/2026
Percent of class
6.0%
Percent of common shares outstanding as reported on the cover page
Shared voting power
395,155 shares
Shared voting power reported on the cover page
Key Terms
Schedule 13G, Shared dispositive power, Joint Filing Agreement
3 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Brookfield Real Assets Income Fund Inc."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Joint Filing Agreement regulatory
"EXHIBIT NO. 99.1 Joint Filing Agreement"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What ownership stake does RA show for Morgan Stanley and Parametric?
The filing states 3,318,245 common shares are beneficially owned collectively, representing 6.0% of the class as of 03/31/2026. The schedule attributes shared dispositive power over the full 3,318,245 shares.
How much voting power do the filers report in the RA Schedule 13G?
The filers report shared voting power of 395,155 shares. The Schedule 13G lists voting and dispositive power in the attached cover page responses referenced in Item 4 and Item 5–8.
Who filed the Schedule 13G for RA and when was it signed?
The Schedule 13G was filed jointly by Morgan Stanley and Parametric Portfolio Associates LLC. Both authorized signatories signed on 05/11/2026, with the ownership reported as of 03/31/2026.
Does the RA filing indicate any subsidiaries or special classifications?
The filing references Item 7 and Exhibit 99.2 for subsidiary identification and classification and notes the MS Reporting Units per Release No. 34-39538. Specific subsidiary details are provided in the referenced exhibit.