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Blue Trust Inc’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Blue Trust Inc’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
-400
Closed -$5.4K – 2631
2025
Q2 		$5.4K Buy
+400
New +$5.11K ﹤0.01% 1988

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GC
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PAG
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 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

Blue Trust Inc's JRI Position: Q3 2025 in Review

Blue Trust Inc sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2025, closing a stake of 400 shares — an estimated $5.4K sold.

Blue Trust Inc first reported a position in JRI in Q2 2025 and held it in 1 quarter. The position peaked at $5.4K in Q2 2025. 68 funds tracked by Wall St. Rank hold JRI as of Q3 2025.

  • Blue Trust Inc reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 400 Nuveen Real Asset Income & Growth Fund shares in Q3 2025, an estimated $5.4K.
  • Blue Trust Inc first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's Nuveen Real Asset Income & Growth Fund position peaked at $5.4K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.