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JRI icon

NewEdge Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

NewEdge Advisors’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 		$735K Buy
56,714
+29,498
+108% +$379K ﹤0.01% 1872
2026
Q1 		$335K Sell
27,216
-960
-3% -$12.5K ﹤0.01% 2255
2025
Q4 		$383K Sell
28,176
-43
-0.2% -$591 ﹤0.01% 2153
2025
Q3 		$402K Buy
28,219
+1,311
+5% +$17.7K ﹤0.01% 1976
2025
Q2 		$363K Sell
26,908
-2,556
-9% -$32.6K ﹤0.01% 1896
2025
Q1 		$381K Sell
29,464
-900
-3% -$11.4K ﹤0.01% 1749
2024
Q4 		$368K Sell
30,364
-745
-2% -$9.74K ﹤0.01% 1753
2024
Q3 		$425K Buy
31,109
+200
+0.6% +$2.56K ﹤0.01% 1568
2024
Q2 		$376K Buy
30,909
+4,837
+19% +$56K ﹤0.01% 1584
2024
Q1 		$309K Sell
26,072
-10,547
-29% -$123K ﹤0.01% 1625
2023
Q4 		$430K Buy
36,619
+3,185
+10% +$34.3K ﹤0.01% 1362
2023
Q3 		$355K Sell
33,434
-4,523
-12% -$50.7K ﹤0.01% 1343
2023
Q2 		$433K Buy
37,957
+908
+2% +$10.4K ﹤0.01% 1257
2023
Q1 		$424K Buy
37,049
+806
+2% +$9.77K 0.01% 1175
2022
Q4 		$420K Buy
36,243
+739
+2% +$8.58K 0.01% 857
2022
Q3 		$396K Buy
35,504
+1,856
+6% +$24.5K 0.01% 1074
2022
Q2 		$440K Buy
33,648
+4,600
+16% +$64.8K 0.01% 1044
2022
Q1 		$444K Sell
29,048
-4,800
-14% -$72.4K 0.01% 877
2021
Q4 		$546K Buy
+33,848
New +$526K 0.01% 1034

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

NewEdge Advisors's JRI Position: Q2 2026 in Review

NewEdge Advisors increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 108% in Q2 2026, buying an estimated $379K and bringing the position to 56,714 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

NewEdge Advisors first reported a position in JRI in Q4 2021 and has held it in 19 quarters since. 87 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

  • NewEdge Advisors held 56,714 shares of Nuveen Real Asset Income & Growth Fund worth $735K as of Q2 2026.
  • NewEdge Advisors bought 29,498 Nuveen Real Asset Income & Growth Fund shares in Q2 2026, an estimated $379K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1872 holding.
  • NewEdge Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • 87 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.