Steward Partners Investment Advisory’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Steward Partners Investment Advisory’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	$652K	Hold	50,275	–	–	﹤0.01%	1549
2026 Q1	$618K	Buy	50,275 +5,936	+13%	+$77.3K	﹤0.01%	1406
2025 Q4	$603K	Hold	44,339	–	–	﹤0.01%	1321
2025 Q3	$632K	Buy	44,339 +200	+0.5%	+$2.7K	﹤0.01%	1262
2025 Q2	$596K	Sell	44,139 -28,050	-39%	-$358K	﹤0.01%	1212
2025 Q1	$934K	Buy	72,189 +600	+0.8%	+$7.63K	0.01%	950
2024 Q4	$868K	Buy	71,589 +500	+0.7%	+$6.54K	0.01%	928
2024 Q3	$972K	Hold	71,089	–	–	0.01%	871
2024 Q2	$865K	Sell	71,089 -1,762	-2%	-$20.4K	0.01%	859
2024 Q1	$864K	Buy	72,851 +5,437	+8%	+$63.2K	0.01%	847
2023 Q4	$790K	Sell	67,414 -14,894	-18%	-$160K	0.01%	809
2023 Q3	$874K	Sell	82,308 -9,183	-10%	-$103K	0.01%	721
2023 Q2	$1.04M	Sell	91,491 -2,900	-3%	-$33.1K	0.02%	680
2023 Q1	$1.11M	Buy	94,391 +800	+0.9%	+$9.69K	0.02%	660
2022 Q4	$1.1M	Buy	93,591 +375	+0.4%	+$4.36K	0.02%	635
2022 Q3	$1.04M	Buy	93,216 +1,700	+2%	+$22.4K	0.02%	614
2022 Q2	$1.2M	Buy	91,516 +550	+0.6%	+$7.75K	0.02%	582
2022 Q1	$1.39M	Buy	90,966 +1,720	+2%	+$25.9K	0.02%	591
2021 Q4	$1.44M	Buy	89,246 +1,950	+2%	+$30.3K	0.02%	593
2021 Q3	$1.33M	Sell	87,296 -3,845	-4%	-$61.4K	0.02%	571
2021 Q2	$1.47M	Buy	91,141 +36,352	+66%	+$569K	0.02%	543
2021 Q1	$806K	Buy	54,789 +5,965	+12%	+$83.9K	0.01%	725
2020 Q4	$657K	Buy	48,824 +788	+2%	+$10K	0.01%	680
2020 Q3	$579K	Buy	48,036 +6,193	+15%	+$75.1K	0.01%	620
2020 Q2	$489K	Sell	41,843 -11,077	-21%	-$123K	0.01%	631
2020 Q1	$522K	Buy	52,920 +3,700	+8%	+$60.2K	0.02%	551
2019 Q4	$903K	Buy	49,220 +19,550	+66%	+$349K	0.03%	481
2019 Q3	$519K	Buy	29,670 +22,170	+296%	+$376K	0.02%	569
2019 Q2	$126K	Buy	+7,500	New	+$122K	﹤0.01%	962

Other funds holding JRI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Steward Partners Investment Advisory's JRI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Nuveen Real Asset Income & Growth Fund (JRI) position steady in Q2 2026 at 50,275 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Steward Partners Investment Advisory first reported a position in JRI in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.47M in Q2 2021. 87 funds tracked by Wall St. Rank hold JRI as of Q2 2026.

Steward Partners Investment Advisory held 50,275 shares of Nuveen Real Asset Income & Growth Fund worth $652K as of Q2 2026.
Steward Partners Investment Advisory left its Nuveen Real Asset Income & Growth Fund share count unchanged in Q2 2026.
Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1549 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Nuveen Real Asset Income & Growth Fund position peaked at $1.47M in Q2 2021.
87 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.