FGA
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Fortis Group Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Fortis Group Advisors’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 		$3.8K Hold
309
– – ﹤0.01% 456
2025
Q4 		$4.21K Hold
309
– – ﹤0.01% 447
2025
Q3 		$4.4K Hold
309
– – ﹤0.01% 404
2025
Q2 		$4.17K Hold
309
– – ﹤0.01% 403
2025
Q1 		$4K Sell
309
-308
-50% -$3.92K ﹤0.01% 369
2024
Q4 		$7.48K Hold
617
– – ﹤0.01% 328
2024
Q3 		$8.43K Hold
617
– – ﹤0.01% 313
2024
Q2 		$7.51K Hold
617
– – ﹤0.01% 315
2024
Q1 		$7.32K Sell
617
-617
-50% -$7.17K ﹤0.01% 339
2023
Q4 		$14.5K Buy
1,234
+617
+100% +$6.64K ﹤0.01% 262
2023
Q3 		$6.55K Buy
+617
New +$6.92K ﹤0.01% 262
2020
Q3 		$33K Buy
+2,806
New +$34K 0.01% 223

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