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

CoreCap Advisors’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 		$896K Buy
69,156
+52,675
+320% +$677K 0.03% 404
2026
Q1 		$203K Buy
16,481
+1,200
+8% +$15.6K 0.01% 799
2025
Q4 		$208K Hold
15,281
– – 0.01% 775
2025
Q3 		$218K Hold
15,281
– – 0.01% 776
2025
Q2 		$206K Sell
15,281
-3,300
-18% -$42.1K 0.01% 737
2025
Q1 		$240K Sell
18,581
-1,350
-7% -$17.2K 0.01% 636
2024
Q4 		$242K Sell
19,931
-1,500
-7% -$19.6K 0.01% 655
2024
Q3 		$293K Buy
21,431
+3,500
+20% +$44.8K 0.01% 582
2024
Q2 		$218K Buy
17,931
+1,300
+8% +$15.1K 0.02% 350
2024
Q1 		$197K Hold
16,631
– – 0.01% 636
2023
Q4 		$195K Buy
16,631
+1,350
+9% +$14.5K 0.01% 561
2023
Q3 		$162K Hold
15,281
– – 0.01% 516
2023
Q2 		$175K Buy
+15,281
New +$174K 0.01% 542
2022
Q4 		$228K Buy
19,481
+4,200
+27% +$48.8K 0.02% 507
2022
Q3 		$170K Hold
15,281
– – 0.01% 499
2022
Q2 		$200K Buy
15,281
+169
+1% +$2.38K 0.02% 512
2022
Q1 		$231K Buy
15,112
+8,130
+116% +$123K 0.02% 470
2021
Q4 		$113K Buy
+6,982
New +$108K 0.01% 710

Other funds holding JRI

PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CoreCap Advisors's JRI Position: Q2 2026 in Review

CoreCap Advisors increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 320% in Q2 2026, buying an estimated $677K and bringing the position to 69,156 shares worth $896K. The position accounts for 0.03% of the portfolio, ranked #404.

CoreCap Advisors first reported a position in JRI in Q4 2021 and has held it in 18 quarters since. 11 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • CoreCap Advisors held 69,156 shares of Nuveen Real Asset Income & Growth Fund worth $896K as of Q2 2026.
  • CoreCap Advisors bought 52,675 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $677K.
  • Nuveen Real Asset Income & Growth Fund made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #404 holding.
  • CoreCap Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • 11 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.