Baird Financial Group
JRI icon

Baird Financial Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Baird Financial Group’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 		$227K Buy
17,514
+377
+2% +$4.84K ﹤0.01% 1833
2026
Q1 		$211K Sell
17,137
-14,278
-45% -$186K ﹤0.01% 1755
2025
Q4 		$428K Buy
31,415
+1,948
+7% +$26.8K ﹤0.01% 1529
2025
Q3 		$420K Buy
29,467
+13,102
+80% +$177K ﹤0.01% 1526
2025
Q2 		$221K Buy
+16,365
New +$209K ﹤0.01% 1677
2016
Q2 		– Sell
-47,966
Closed -$737K – 1230
2016
Q1 		$737K Buy
47,966
+4,192
+10% +$59.9K 0.01% 814
2015
Q4 		$667K Sell
43,774
-941
-2% -$14.9K 0.01% 824
2015
Q3 		$657K Sell
44,715
-1,282
-3% -$21.4K 0.01% 833
2015
Q2 		$794K Buy
+45,997
New +$875K 0.01% 820

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

Baird Financial Group's JRI Position: Q2 2026 in Review

Baird Financial Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 2.2% in Q2 2026, buying an estimated $4.84K and bringing the position to 17,514 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Baird Financial Group first reported a position in JRI in Q2 2015 and has held it in 9 quarters since. The position peaked at $794K in Q2 2015. 87 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Baird Financial Group held 17,514 shares of Nuveen Real Asset Income & Growth Fund worth $227K as of Q2 2026.
  • Baird Financial Group bought 377 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $4.84K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1833 holding.
  • Baird Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2015 and has held it in 9 quarters since.
  • Baird Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $794K in Q2 2015.
  • 87 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.