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

Atticus Wealth Management’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
Q3 		– Sell
-591
Closed -$7.98K – 426
2025
Q2 		$7.98K Hold
591
– – ﹤0.01% 497
2025
Q1 		$7.65K Hold
591
– – ﹤0.01% 401
2024
Q4 		$7.17K Hold
591
– – ﹤0.01% 411
2024
Q3 		$8.08K Hold
591
– – ﹤0.01% 409
2024
Q2 		$7.19K Buy
+591
New +$6.85K ﹤0.01% 407

Other funds holding JRI

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Atticus Wealth Management's JRI Position: Q3 2025 in Review

Atticus Wealth Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2025, closing a stake of 591 shares — an estimated $7.98K sold.

Atticus Wealth Management first reported a position in JRI in Q2 2024 and held it in 5 quarters. The position peaked at $8.08K in Q3 2024. 68 funds tracked by Wall St. Rank hold JRI as of Q3 2025.

  • Atticus Wealth Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 591 Nuveen Real Asset Income & Growth Fund shares in Q3 2025, an estimated $7.98K.
  • Atticus Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2024 and held it in 5 quarters.
  • Atticus Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $8.08K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.