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 Q3	$232K	Buy	21,556 +4,042	+23%	+$50.1K	﹤0.01%	1832
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

Baird Financial Group's JRI Position: Q3 2026 in Review

Baird Financial Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 23% in Q3 2026, buying an estimated $50.1K and bringing the position to 21,556 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Baird Financial Group first reported a position in JRI in Q2 2015 and has held it in 10 quarters since. The position peaked at $794K in Q2 2015. 67 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

Baird Financial Group held 21,556 shares of Nuveen Real Asset Income & Growth Fund worth $232K as of Q3 2026.
Baird Financial Group bought 4,042 Nuveen Real Asset Income & Growth Fund shares in Q3 2026, an estimated $50.1K.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q3 2026, its #1832 holding.
Baird Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2015 and has held it in 10 quarters since.
Baird Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $794K in Q2 2015.
67 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.