Global Retirement Partners’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Global Retirement Partners’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
2025 Q4	$118K	Buy	+8,685	New	+$119K	﹤0.01%	1808
2018 Q4	–	Sell	-2,357	Closed	-$38K	–	1509
2018 Q3	$38K	Hold	2,357	–	–	0.01%	627
2018 Q2	$38K	Hold	2,357	–	–	0.01%	606
2018 Q1	$38K	Buy	2,357 +1,850	+365%	+$31.4K	0.01%	595
2017 Q4	$9K	Hold	507	–	–	﹤0.01%	948
2017 Q3	$9K	Hold	507	–	–	﹤0.01%	867
2017 Q2	$9K	Hold	507	–	–	﹤0.01%	814
2017 Q1	$9K	Hold	507	–	–	0.01%	779
2016 Q4	$8K	Buy	+507	New	+$8.17K	0.01%	745

Other funds holding JRI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Global Retirement Partners's JRI Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2025: 8,685 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1808 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JRI as recently as Q3 2018.

Global Retirement Partners first reported a position in JRI in Q4 2016 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold JRI as of Q4 2025.

Global Retirement Partners held 8,685 shares of Nuveen Real Asset Income & Growth Fund worth $118K as of Q4 2025.
Nuveen Real Asset Income & Growth Fund was a new Global Retirement Partners position in Q4 2025.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1808 holding.
Global Retirement Partners first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2016 and has held it in 9 quarters since.
80 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.