Corient Private Wealth
JRI icon

Corient Private Wealth’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Corient Private Wealth’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
-30,000
Closed -$369K – 3150
2026
Q1 		$369K Buy
+30,000
New +$390K ﹤0.01% 2206
2025
Q2 		– Sell
-16,031
Closed -$207K – 2496
2025
Q1 		$207K Buy
16,031
+1,000
+7% +$12.7K ﹤0.01% 2056
2024
Q4 		$182K Buy
+15,031
New +$197K ﹤0.01% 2141
2024
Q3 		– Sell
-16,988
Closed -$207K – 2514
2024
Q2 		$207K Buy
16,988
+81
+0.5% +$938 ﹤0.01% 2107
2024
Q1 		$201K Sell
16,907
-1,230
-7% -$14.3K ﹤0.01% 2104
2023
Q4 		$213K Sell
18,137
-1,102
-6% -$11.9K ﹤0.01% 2043
2023
Q3 		$204K Sell
19,239
-2,329
-11% -$26.1K ﹤0.01% 1913
2023
Q2 		$246K Hold
21,568
– – ﹤0.01% 1789
2023
Q1 		$253K Hold
21,568
– – ﹤0.01% 1686
2022
Q4 		$252K Buy
+21,568
New +$251K ﹤0.01% 1403

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

Corient Private Wealth's JRI Position: Q2 2026 in Review

Corient Private Wealth sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2026, closing a stake of 30,000 shares — an estimated $369K sold.

Corient Private Wealth first reported a position in JRI in Q4 2022 and held it in 10 quarters. The position peaked at $369K in Q1 2026. 86 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Corient Private Wealth reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 30,000 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $369K.
  • Corient Private Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2022 and held it in 10 quarters.
  • Corient Private Wealth's Nuveen Real Asset Income & Growth Fund position peaked at $369K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.