Advisor Resource Council’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-26,594	Closed	-$344K	–	394
2025 Q1	$344K	Buy	+26,594	New	+$338K	0.03%	438
2024 Q1	–	Sell	-24,660	Closed	-$289K	–	377
2023 Q4	$289K	Buy	+24,660	New	+$265K	0.03%	353
2022 Q3	–	Sell	-18,780	Closed	-$245K	–	333
2022 Q2	$245K	Buy	+18,780	New	+$265K	0.02%	415
2022 Q1	–	Sell	-18,517	Closed	-$298K	–	381
2021 Q4	$298K	Buy	+18,517	New	+$288K	0.02%	434
2021 Q3	–	Sell	-24,077	Closed	-$387K	–	349
2021 Q2	$387K	Buy	+24,077	New	+$377K	0.04%	350

Other funds holding JRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisor Resource Council's JRI Position: Q2 2025 in Review

Advisor Resource Council sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2025, closing a stake of 26,594 shares — an estimated $344K sold.

Advisor Resource Council first reported a position in JRI in Q2 2021 and held it in 5 quarters. The position peaked at $387K in Q2 2021. 73 funds tracked by Wall St. Rank hold JRI as of Q2 2025.

Advisor Resource Council reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 26,594 Nuveen Real Asset Income & Growth Fund shares in Q2 2025, an estimated $344K.
Advisor Resource Council first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Nuveen Real Asset Income & Growth Fund position peaked at $387K in Q2 2021.
73 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.