FSA
JRI icon

Financial Security Advisor’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Financial Security Advisor’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 		– Sell
-13,519
Closed -$184K – 164
2025
Q4 		$184K Buy
+13,519
New +$186K 0.04% 153
2025
Q1 		– Sell
-14,504
Closed -$176K – 127
2024
Q4 		$176K Buy
+14,504
New +$190K 0.04% 117

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

Financial Security Advisor's JRI Position: Q1 2026 in Review

Financial Security Advisor sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2026, closing a stake of 13,519 shares — an estimated $184K sold.

Financial Security Advisor first reported a position in JRI in Q4 2024 and held it in 2 quarters. The position peaked at $184K in Q4 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Financial Security Advisor reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Financial Security Advisor sold 13,519 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $184K.
  • Financial Security Advisor first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2024 and held it in 2 quarters.
  • Financial Security Advisor's Nuveen Real Asset Income & Growth Fund position peaked at $184K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Financial Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.