Northwestern Mutual Wealth Management
JRI icon

Northwestern Mutual Wealth Management’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Northwestern Mutual 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
Q1 		$21.5K Buy
1,749
+220
+14% +$2.86K ﹤0.01% 2781
2025
Q4 		$20.8K Buy
+1,529
New +$21K ﹤0.01% 2733
2024
Q3 		– Sell
-312
Closed -$3.8K – 3726
2024
Q2 		$3.8K Sell
312
-772
-71% -$8.94K ﹤0.01% 2943
2024
Q1 		$12.9K Buy
+1,084
New +$12.6K ﹤0.01% 2543
2022
Q2 		– Sell
-28
Closed – – 3324
2022
Q1 		$0 Buy
+28
New +$422 ﹤0.01% 3258
2020
Q2 		– Sell
-4,013
Closed -$40K – 2543
2020
Q1 		$40K Buy
+4,013
New +$65.3K ﹤0.01% 1476
2019
Q2 		– Sell
-3,474
Closed -$56K – 2612
2019
Q1 		$56K Buy
+3,474
New +$53.4K ﹤0.01% 1299
2018
Q4 		– Sell
-745
Closed -$12K – 2513
2018
Q3 		$12K Buy
745
+125
+20% +$2.04K ﹤0.01% 1868
2018
Q2 		$10K Hold
620
– – ﹤0.01% 1836
2018
Q1 		$10K Buy
+620
New +$10.5K ﹤0.01% 1752
2017
Q4 		– Sell
-139
Closed -$3K – 2382
2017
Q3 		$3K Buy
+139
New +$2.51K ﹤0.01% 1919

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 $1.03B AUM 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

Northwestern Mutual Wealth Management's JRI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 14% in Q1 2026, buying an estimated $2.86K and bringing the position to 1,749 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Northwestern Mutual Wealth Management first reported a position in JRI in Q3 2017 and has held it in 11 quarters since. The position peaked at $56K in Q1 2019. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,749 shares of Nuveen Real Asset Income & Growth Fund worth $21.5K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 220 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $2.86K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2781 holding.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and has held it in 11 quarters since.
  • Northwestern Mutual Wealth Management's Nuveen Real Asset Income & Growth Fund position peaked at $56K in Q1 2019.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.