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

Evolve 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 		$190K Sell
14,545
-636
-4% -$8.17K 0.01% 954
2026
Q1 		$187K Sell
15,181
-542
-3% -$7.05K 0.01% 942
2025
Q4 		$214K Buy
+15,723
New +$216K 0.01% 843

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

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

Evolve Private Wealth reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 4.2% in Q2 2026, selling an estimated $8.17K and leaving 14,545 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #954.

Evolve Private Wealth first reported a position in JRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 86 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Evolve Private Wealth held 14,545 shares of Nuveen Real Asset Income & Growth Fund worth $190K as of Q2 2026.
  • Evolve Private Wealth sold 636 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $8.17K.
  • Nuveen Real Asset Income & Growth Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #954 holding.
  • Evolve Private Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Nuveen Real Asset Income & Growth Fund position peaked at $214K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

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