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Bensler’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Bensler’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 		– Sell
-13,155
Closed -$162K – 207
2026
Q1 		$162K Sell
13,155
-964
-7% -$12.5K 0.02% 189
2025
Q4 		$192K Buy
14,119
+3,469
+33% +$47.7K 0.02% 184
2025
Q3 		$152K Buy
+10,650
New +$144K 0.02% 173

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

Bensler's JRI Position: Q2 2026 in Review

Bensler sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2026, closing a stake of 13,155 shares — an estimated $162K sold.

Bensler first reported a position in JRI in Q3 2025 and held it in 3 quarters. The position peaked at $192K in Q4 2025. 86 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Bensler reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Bensler sold 13,155 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $162K.
  • Bensler first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2025 and held it in 3 quarters.
  • Bensler's Nuveen Real Asset Income & Growth Fund position peaked at $192K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.