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Principal Securities’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-6,888
Closed -$98.1K – 2510
2025
Q3 		$98.1K Buy
6,888
+66
+1% +$892 ﹤0.01% 1606
2025
Q2 		$92.1K Buy
6,822
+108
+2% +$1.38K ﹤0.01% 1582
2025
Q1 		$81.4K Hold
6,714
– – ﹤0.01% 1530
2024
Q4 		$81.4K Buy
6,714
+347
+5% +$4.54K ﹤0.01% 1525
2024
Q3 		$87K Buy
6,367
+61
+1% +$780 ﹤0.01% 1466
2024
Q2 		$76.7K Buy
6,306
+49
+0.8% +$568 ﹤0.01% 1429
2024
Q1 		$74.2K Buy
6,257
+32
+0.5% +$372 ﹤0.01% 1391
2023
Q4 		$73K Buy
+6,225
New +$67K ﹤0.01% 1320

Other funds holding JRI

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Principal Securities's JRI Position: Q4 2025 in Review

Principal Securities sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2025, closing a stake of 6,888 shares — an estimated $98.1K sold.

Principal Securities first reported a position in JRI in Q4 2023 and held it in 8 quarters. The position peaked at $98.1K in Q3 2025. 80 funds tracked by Wall St. Rank hold JRI as of Q4 2025.

  • Principal Securities reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 6,888 Nuveen Real Asset Income & Growth Fund shares in Q4 2025, an estimated $98.1K.
  • Principal Securities first reported a position in Nuveen Real Asset Income & Growth Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Nuveen Real Asset Income & Growth Fund position peaked at $98.1K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.