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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
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 $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alteri Wealth's JRI Position: Q1 2026 in Review

Alteri Wealth increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 2.1% in Q1 2026, buying an estimated $5.09K and bringing the position to 19,394 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #252.

Alteri Wealth first reported a position in JRI in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Alteri Wealth held 19,394 shares of Nuveen Real Asset Income & Growth Fund worth $239K as of Q1 2026.
  • Alteri Wealth bought 391 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $5.09K.
  • Nuveen Real Asset Income & Growth Fund made up 0.08% of Alteri Wealth's portfolio in Q1 2026, its #252 holding.
  • Alteri Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2025 and has held it in 4 quarters since.
  • Alteri Wealth's Nuveen Real Asset Income & Growth Fund position peaked at $259K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.