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

Alteri 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 		$253K Buy
19,544
+150
+0.8% +$1.93K 0.07% 251
2026
Q1 		$239K Buy
19,394
+391
+2% +$5.09K 0.08% 252
2025
Q4 		$259K Buy
19,003
+5,641
+42% +$77.5K 0.08% 238
2025
Q3 		$190K Buy
13,362
+3,085
+30% +$41.7K 0.07% 269
2025
Q2 		$139K Buy
+10,277
New +$131K 0.05% 268

Other funds holding JRI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Alteri Wealth's JRI Position: Q2 2026 in Review

Alteri Wealth increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 0.77% in Q2 2026, buying an estimated $1.93K and bringing the position to 19,544 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #251.

Alteri Wealth first reported a position in JRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $259K in Q4 2025. 86 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Alteri Wealth held 19,544 shares of Nuveen Real Asset Income & Growth Fund worth $253K as of Q2 2026.
  • Alteri Wealth bought 150 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $1.93K.
  • Nuveen Real Asset Income & Growth Fund made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #251 holding.
  • Alteri Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • Alteri Wealth's Nuveen Real Asset Income & Growth Fund position peaked at $259K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.