Root Financial Partners’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Root Financial Partners’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	$2.5K	Buy	+203	New	+$2.64K	﹤0.01%	2218

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 $1.03T AUM 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

Root Financial Partners's JRI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2026: 203 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings.

91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

Root Financial Partners held 203 shares of Nuveen Real Asset Income & Growth Fund worth $2.5K as of Q1 2026.
Nuveen Real Asset Income & Growth Fund was a new Root Financial Partners position in Q1 2026.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2218 holding.
91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.