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

Larson 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
2026
Q1 		$35.4K Buy
2,875
+200
+7% +$2.6K ﹤0.01% 1545
2025
Q4 		$36.4K Hold
2,675
– – ﹤0.01% 1406
2025
Q3 		$38.1K Hold
2,675
– – ﹤0.01% 1282
2025
Q2 		$36.1K Hold
2,675
– – ﹤0.01% 1209
2025
Q1 		$34.6K Hold
2,675
– – ﹤0.01% 1161
2024
Q4 		$32.4K Buy
2,675
+1,611
+151% +$21.1K ﹤0.01% 1043
2024
Q3 		$14.5K Hold
1,064
– – ﹤0.01% 1331
2024
Q2 		$12.9K Hold
1,064
– – ﹤0.01% 1187
2024
Q1 		$12.6K Buy
1,064
+264
+33% +$3.07K ﹤0.01% 991
2023
Q4 		$9.38K Hold
800
– – ﹤0.01% 1036
2023
Q3 		$8.5K Hold
800
– – ﹤0.01% 1044
2023
Q2 		$9.14K Buy
800
+300
+60% +$3.43K ﹤0.01% 964
2023
Q1 		$5.87K Hold
500
– – ﹤0.01% 1053
2022
Q4 		$5.85K Hold
500
– – ﹤0.01% 997
2022
Q3 		$6K Hold
500
– – ﹤0.01% 919
2022
Q2 		$7K Hold
500
– – ﹤0.01% 798
2022
Q1 		$8K Hold
500
– – ﹤0.01% 705
2021
Q4 		$8K Buy
+500
New +$7.77K ﹤0.01% 727

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

Larson Financial Group's JRI Position: Q1 2026 in Review

Larson Financial Group increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 7.5% in Q1 2026, buying an estimated $2.6K and bringing the position to 2,875 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Larson Financial Group first reported a position in JRI in Q4 2021 and has held it in 18 quarters since. The position peaked at $38.1K in Q3 2025. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Larson Financial Group held 2,875 shares of Nuveen Real Asset Income & Growth Fund worth $35.4K as of Q1 2026.
  • Larson Financial Group bought 200 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $2.6K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1545 holding.
  • Larson Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $38.1K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.