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Coldstream Capital Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-431
Closed -$5.58K – 2247
2025
Q1 		$5.58K Buy
+431
New +$5.48K ﹤0.01% 2641

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LPL Financial
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PAG
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GC
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coldstream Capital Management's JRI Position: Q2 2025 in Review

Coldstream Capital Management sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2025, closing a stake of 431 shares — an estimated $5.58K sold.

Coldstream Capital Management first reported a position in JRI in Q1 2025 and held it in 1 quarter. The position peaked at $5.58K in Q1 2025. 73 funds tracked by Wall St. Rank hold JRI as of Q2 2025.

  • Coldstream Capital Management reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 431 Nuveen Real Asset Income & Growth Fund shares in Q2 2025, an estimated $5.58K.
  • Coldstream Capital Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Nuveen Real Asset Income & Growth Fund position peaked at $5.58K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.