Harrison Street Real Assets Fund LLC

Harrison Street Real Assets Fund LLC

Actively managed U.S. equity closed-end fund
$2.10B NAV
67 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Harrison Street Real Assets Fund LLC is an actively managed U.S. equity closed-end fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Closed-end fund
Features
Interval fund · Non-diversified

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

111.30%
of net assets
Other92.67%
Stocks17.36%
Loans0.77%
Cash & short-term0.49%

These positions come to 111.30% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Other83.1%
International5.9%
Utilities5.8%
Industrials2.0%
3 smaller3.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 10 new9 exited

Largest new: PNW, XEL, LNT, Cleanaway Waste Management Ltd, TLN, GBP SPOT FORWARD CONTRACT, EUR SPOT FORWARD CONTRACT, CAD SPOT FORWARD CONTRACT

Largest exited: East Japan Railway Co, CMS, EVRG, ES, Pennon Group PLC, Kunlun Energy Co Ltd, HKD SPOT FORWARD CONTRACT, Philippine Pesos

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
2 of 12 months
3-year
26 of 36 months
5-year
50 of 60 months
Volatility
Worst 3-yr fall
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
12.31%
Avg maturity
2.75 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

92%
floating
Floating rate92.3%
Fixed rate7.7%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

1-3y
1-3y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: 92.32% · $14.91M · 1 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Harrison Street Social Infrastructur13.44%$282.31M
BTG Pactual Open Ended Core U.S.11.40%$239.35M
IFC Core Farmland Fund LP9.47%$198.91M
National - Data Center Fund7.94%$166.77M
Ceres Farmland Holdings LP6.09%$127.98M
Harrison Street Infrastructure4.88%$102.59M
AEW Cold Storage Fund4.78%$100.47M
U.S. Core Farmland Fund LP4.19%$88.08M
Blackstone Infrastructure3.97%$83.43M
Stockbridge Logistics Fund3.79%$79.51M
Showing 10 of 67Sign in to see more

Top 10 positions are 69.97% of net assets, top 25 97.91%, across 67 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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