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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
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 $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

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

Evolve Private Wealth reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 3.4% in Q1 2026, selling an estimated $7.05K and leaving 15,181 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #942.

Evolve Private Wealth first reported a position in JRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Evolve Private Wealth held 15,181 shares of Nuveen Real Asset Income & Growth Fund worth $187K as of Q1 2026.
  • Evolve Private Wealth sold 542 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $7.05K.
  • Nuveen Real Asset Income & Growth Fund made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #942 holding.
  • Evolve Private Wealth first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Nuveen Real Asset Income & Growth Fund position peaked at $214K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.