Marks Group Wealth Management
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Marks Group Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Marks Group Wealth Management’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
Q3 		$909K Buy
+84,426
New +$1.05M 0.08% 210

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Marks Group Wealth Management's JRI Position: Q3 2026 in Review

Marks Group Wealth Management opened a new position in Nuveen Real Asset Income & Growth Fund (JRI) in Q3 2026: 84,426 shares worth $909K. The stake represents 0.08% of the portfolio and ranks #210 among its holdings.

36 funds tracked by Wall St. Rank hold JRI as of Q3 2026.

  • Marks Group Wealth Management held 84,426 shares of Nuveen Real Asset Income & Growth Fund worth $909K as of Q3 2026.
  • Nuveen Real Asset Income & Growth Fund was a new Marks Group Wealth Management position in Q3 2026.
  • Nuveen Real Asset Income & Growth Fund made up 0.08% of Marks Group Wealth Management's portfolio in Q3 2026, its #210 holding.
  • 36 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.