NWF Advisory Services’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

NWF Advisory Services’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	$137K	Buy	11,113 +500	+5%	+$6.51K	0.02%	378
2025 Q4	$144K	Hold	10,613	–	–	0.02%	377
2025 Q3	$151K	Sell	10,613 -1,600	-13%	-$21.6K	0.02%	389
2025 Q2	$165K	Hold	12,213	–	–	0.02%	386
2025 Q1	$158K	Buy	+12,213	New	+$155K	0.02%	337
2024 Q4	–	Sell	-12,463	Closed	-$170K	–	363
2024 Q3	$170K	Hold	12,463	–	–	0.02%	314
2024 Q2	$152K	Hold	12,463	–	–	0.02%	288
2024 Q1	$148K	Hold	12,463	–	–	0.02%	299
2023 Q4	$146K	Sell	12,463 -850	-6%	-$9.14K	0.03%	270
2023 Q3	$141K	Buy	13,313 +450	+3%	+$5.04K	0.03%	257
2023 Q2	$147K	Hold	12,863	–	–	0.03%	251
2023 Q1	$147K	Buy	+12,863	New	+$156K	0.03%	250

Other funds holding JRI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWF Advisory Services's JRI Position: Q1 2026 in Review

NWF Advisory Services increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 4.7% in Q1 2026, buying an estimated $6.51K and bringing the position to 11,113 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #378.

NWF Advisory Services first reported a position in JRI in Q1 2023 and has held it in 12 quarters since. The position peaked at $170K in Q3 2024. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

NWF Advisory Services held 11,113 shares of Nuveen Real Asset Income & Growth Fund worth $137K as of Q1 2026.
NWF Advisory Services bought 500 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $6.51K.
Nuveen Real Asset Income & Growth Fund made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #378 holding.
NWF Advisory Services first reported a position in Nuveen Real Asset Income & Growth Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Nuveen Real Asset Income & Growth Fund position peaked at $170K in Q3 2024.
91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.