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Independent Financial Group’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Independent Financial Group’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
2024
Q1 		– Sell
-13,314
Closed -$156K – 1038
2023
Q4 		$156K Sell
13,314
-1,757
-12% -$18.9K 0.01% 909
2023
Q3 		$160K Buy
+15,071
New +$169K 0.01% 848

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Independent Financial Group's JRI Position: Q1 2024 in Review

Independent Financial Group sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2024, closing a stake of 13,314 shares — an estimated $156K sold.

Independent Financial Group first reported a position in JRI in Q3 2023 and held it in 2 quarters. The position peaked at $160K in Q3 2023. 75 funds tracked by Wall St. Rank hold JRI as of Q1 2024.

  • Independent Financial Group reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 13,314 Nuveen Real Asset Income & Growth Fund shares in Q1 2024, an estimated $156K.
  • Independent Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2023 and held it in 2 quarters.
  • Independent Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $160K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.