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

Atria Wealth Solutions’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 		$515K Sell
37,808
-826
-2% -$10.5K 0.01% 897
2025
Q1 		$505K Buy
38,634
+3,719
+11% +$47.3K 0.01% 1198
2024
Q4 		$424K Sell
34,915
-156
-0.4% -$2.04K ﹤0.01% 1357
2024
Q3 		$484K Sell
35,071
-2,619
-7% -$33.5K 0.01% 1265
2024
Q2 		$463K Buy
37,690
+1,065
+3% +$12.3K 0.01% 1279
2024
Q1 		$438K Buy
36,625
+11,100
+43% +$129K ﹤0.01% 1327
2023
Q4 		$299K Buy
25,525
+88
+0.3% +$947 ﹤0.01% 1505
2023
Q3 		$272K Buy
25,437
+786
+3% +$8.81K ﹤0.01% 1477
2023
Q2 		$283K Buy
24,651
+126
+0.5% +$1.44K ﹤0.01% 1480
2023
Q1 		$290K Buy
24,525
+5,000
+26% +$60.6K ﹤0.01% 1442
2022
Q4 		$228K Sell
19,525
-397
-2% -$4.61K ﹤0.01% 1526
2022
Q3 		$224K Buy
19,922
+700
+4% +$9.24K ﹤0.01% 1492
2022
Q2 		$251K Sell
19,222
-97
-0.5% -$1.37K ﹤0.01% 1313
2022
Q1 		$295K Buy
+19,319
New +$291K ﹤0.01% 1325

Other funds holding JRI

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Atria Wealth Solutions's JRI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 2.1% in Q2 2025, selling an estimated $10.5K and leaving 37,808 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #897.

Atria Wealth Solutions first reported a position in JRI in Q1 2022 and has held it in 14 quarters since. 73 funds tracked by Wall St. Rank hold JRI as of Q2 2025.

  • Atria Wealth Solutions held 37,808 shares of Nuveen Real Asset Income & Growth Fund worth $515K as of Q2 2025.
  • Atria Wealth Solutions sold 826 Nuveen Real Asset Income & Growth Fund shares in Q2 2025, an estimated $10.5K.
  • Nuveen Real Asset Income & Growth Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #897 holding.
  • Atria Wealth Solutions first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2022 and has held it in 14 quarters since.
  • 73 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.