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
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 $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

Corient Private Wealth's JRI Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2026: 30,000 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in JRI as recently as Q1 2025.

Corient Private Wealth first reported a position in JRI in Q4 2022 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Corient Private Wealth held 30,000 shares of Nuveen Real Asset Income & Growth Fund worth $369K as of Q1 2026.
  • Nuveen Real Asset Income & Growth Fund was a new Corient Private Wealth position in Q1 2026.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2206 holding.
  • Corient Private Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2022 and has held it in 10 quarters since.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.