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

Nations 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
Q2 		$511K Sell
39,440
-1,000
-2% -$12.8K 0.02% 535
2026
Q1 		$497K Hold
40,440
– – 0.03% 538
2025
Q4 		$550K Buy
40,440
+66
+0.2% +$907 0.03% 501
2025
Q3 		$575K Sell
40,374
-1,632
-4% -$22.1K 0.04% 455
2025
Q2 		$567K Sell
42,006
-765
-2% -$9.77K 0.04% 424
2025
Q1 		$553K Sell
42,771
-955
-2% -$12.1K 0.04% 403
2024
Q4 		$530K Buy
43,726
+276
+0.6% +$3.61K 0.04% 420
2024
Q3 		$594K Buy
43,450
+3,019
+7% +$38.6K 0.04% 395
2024
Q2 		$492K Hold
40,431
– – 0.04% 407
2024
Q1 		$480K Sell
40,431
-550
-1% -$6.39K 0.04% 422
2023
Q4 		$480K Sell
40,981
-1,150
-3% -$12.4K 0.04% 399
2023
Q3 		$447K Sell
42,131
-4,100
-9% -$46K 0.05% 390
2023
Q2 		$528K Sell
46,231
-1,000
-2% -$11.4K 0.05% 369
2023
Q1 		$555K Hold
47,231
– – 0.06% 345
2022
Q4 		$553K Buy
47,231
+200
+0.4% +$2.32K 0.06% 331
2022
Q3 		$524K Buy
47,031
+625
+1% +$8.25K 0.08% 284
2022
Q2 		$607K Sell
46,406
-300
-0.6% -$4.23K 0.08% 267
2022
Q1 		$714K Sell
46,706
-1,000
-2% -$15.1K 0.09% 248
2021
Q4 		$769K Sell
47,706
-500
-1% -$7.77K 0.1% 215
2021
Q3 		$735K Buy
48,206
+9,515
+25% +$152K 0.11% 207
2021
Q2 		$622K Buy
38,691
+1,565
+4% +$24.5K 0.1% 223
2021
Q1 		$547K Sell
37,126
-1,989
-5% -$28K 0.12% 207
2020
Q4 		$526K Buy
39,115
+23
+0.1% +$293 0.14% 186
2020
Q3 		$471K Buy
39,092
+18
+0% +$218 0.15% 178
2020
Q2 		$456K Buy
39,074
+22
+0.1% +$244 0.16% 168
2020
Q1 		$385K Buy
39,052
+20,010
+105% +$325K 0.16% 164
2019
Q4 		$350K Buy
19,042
+13
+0.1% +$232 0.12% 212
2019
Q3 		$342K Buy
+19,029
New +$323K 0.12% 208

Other funds holding JRI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Nations Financial Group's JRI Position: Q2 2026 in Review

Nations Financial Group reduced its Nuveen Real Asset Income & Growth Fund (JRI) stake by 2.5% in Q2 2026, selling an estimated $12.8K and leaving 39,440 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #535.

Nations Financial Group first reported a position in JRI in Q3 2019 and has held it in 28 quarters since. The position peaked at $769K in Q4 2021. 86 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • Nations Financial Group held 39,440 shares of Nuveen Real Asset Income & Growth Fund worth $511K as of Q2 2026.
  • Nations Financial Group sold 1,000 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $12.8K.
  • Nuveen Real Asset Income & Growth Fund made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #535 holding.
  • Nations Financial Group first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2019 and has held it in 28 quarters since.
  • Nations Financial Group's Nuveen Real Asset Income & Growth Fund position peaked at $769K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.