1776 Wealth’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

1776 Wealth’s Portfolio JRI Stock Details JRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Hold	20,756	–	–	0.09%	131
2026 Q1	$255K	Sell	20,756 -1,200	-5%	-$15.6K	0.1%	131
2025 Q4	$299K	Hold	21,956	–	–	0.11%	114
2025 Q3	$313K	Hold	21,956	–	–	0.12%	113
2025 Q2	$296K	Hold	21,956	–	–	0.12%	120
2025 Q1	$284K	Hold	21,956	–	–	0.13%	116
2024 Q4	$266K	Hold	21,956	–	–	0.12%	122
2024 Q3	$300K	Hold	21,956	–	–	0.13%	113
2024 Q2	$267K	Hold	21,956	–	–	0.12%	124
2024 Q1	$260K	Hold	21,956	–	–	0.12%	114
2023 Q4	$257K	Buy	+21,956	New	+$236K	0.13%	111
2023 Q3	–	Sell	-27,768	Closed	-$317K	–	138
2023 Q2	$317K	Hold	27,768	–	–	0.17%	104
2023 Q1	$326K	Hold	27,768	–	–	0.2%	85
2022 Q4	$325K	Hold	27,768	–	–	0.23%	88
2022 Q3	$310K	Hold	27,768	–	–	0.24%	79
2022 Q2	$363K	Hold	27,768	–	–	0.25%	75
2022 Q1	$424K	Hold	27,768	–	–	0.24%	76
2021 Q4	$448K	Hold	27,768	–	–	0.24%	74
2021 Q3	$423K	Hold	27,768	–	–	0.24%	71
2021 Q2	$446K	Hold	27,768	–	–	0.25%	64
2021 Q1	$409K	Hold	27,768	–	–	0.26%	65
2020 Q4	$374K	Sell	27,768 -4,100	-13%	-$52.2K	0.23%	72
2020 Q3	$384K	Sell	31,868 -2,603	-8%	-$31.6K	0.28%	58
2020 Q2	$402K	Buy	34,471 +8,812	+34%	+$97.9K	0.28%	58
2020 Q1	$253K	Buy	25,659 +16,156	+170%	+$263K	0.21%	76
2019 Q4	$174K	Buy	+9,503	New	+$170K	0.15%	107

Other funds holding JRI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

1776 Wealth's JRI Position: Q2 2026 in Review

1776 Wealth held its Nuveen Real Asset Income & Growth Fund (JRI) position steady in Q2 2026 at 20,756 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #131.

1776 Wealth first reported a position in JRI in Q4 2019 and has held it in 26 quarters since. The position peaked at $448K in Q4 2021. 87 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

1776 Wealth held 20,756 shares of Nuveen Real Asset Income & Growth Fund worth $269K as of Q2 2026.
1776 Wealth left its Nuveen Real Asset Income & Growth Fund share count unchanged in Q2 2026.
Nuveen Real Asset Income & Growth Fund made up 0.09% of 1776 Wealth's portfolio in Q2 2026, its #131 holding.
1776 Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's Nuveen Real Asset Income & Growth Fund position peaked at $448K in Q4 2021.
87 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.