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Chicago Partners Investment Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Chicago Partners Investment 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
Q1 		$1.21M Buy
93,073
+10,066
+12% +$131K 0.03% 474
2025
Q4 		$1.14M Sell
83,007
-4,065
-5% -$55.9K 0.03% 428
2025
Q3 		$1.22M Sell
87,072
-26,424
-23% -$357K 0.03% 377
2025
Q2 		$1.5M Buy
113,496
+14,768
+15% +$189K 0.04% 314
2025
Q1 		$1.29M Buy
98,728
+58,988
+148% +$750K 0.04% 314
2024
Q4 		$486K Buy
39,740
+3,832
+11% +$50.1K 0.02% 518
2024
Q3 		$469K Buy
35,908
+1,321
+4% +$16.9K 0.02% 506
2024
Q2 		$434K Sell
34,587
-708
-2% -$8.2K 0.02% 506
2024
Q1 		$396K Buy
35,295
+529
+2% +$6.15K 0.02% 505
2023
Q4 		$407K Sell
34,766
-2,634
-7% -$28.3K 0.02% 469
2023
Q3 		$371K Sell
37,400
-1,179
-3% -$13.2K 0.02% 470
2023
Q2 		$441K Buy
38,579
+3,349
+10% +$38.2K 0.02% 446
2023
Q1 		$412K Buy
35,230
+14,462
+70% +$175K 0.02% 431
2022
Q4 		$266K Buy
+20,768
New +$241K 0.02% 508
2018
Q4 		– Sell
-554
Closed -$8K – 636
2018
Q3 		$8K Hold
554
– – ﹤0.01% 859
2018
Q2 		$9K Hold
554
– – ﹤0.01% 821
2018
Q1 		$9K Hold
554
– – ﹤0.01% 788
2017
Q4 		$10K Hold
554
– – ﹤0.01% 746
2017
Q3 		$10K Buy
+554
New +$10K ﹤0.01% 777

Other funds holding JRI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Chicago Partners Investment Group's JRI Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 12% in Q1 2026, buying an estimated $131K and bringing the position to 93,073 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #474.

Chicago Partners Investment Group first reported a position in JRI in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.5M in Q2 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Chicago Partners Investment Group held 93,073 shares of Nuveen Real Asset Income & Growth Fund worth $1.21M as of Q1 2026.
  • Chicago Partners Investment Group bought 10,066 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $131K.
  • Nuveen Real Asset Income & Growth Fund made up 0.03% of Chicago Partners Investment Group's portfolio in Q1 2026, its #474 holding.
  • Chicago Partners Investment Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and has held it in 19 quarters since.
  • Chicago Partners Investment Group's Nuveen Real Asset Income & Growth Fund position peaked at $1.5M in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.