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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
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 $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 $852M AUM 0.1% 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

Steward Partners Investment Advisory's JRI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Nuveen Real Asset Income & Growth Fund (JRI) stake by 13% in Q1 2026, buying an estimated $77.3K and bringing the position to 50,275 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Steward Partners Investment Advisory first reported a position in JRI in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.47M in Q2 2021. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Steward Partners Investment Advisory held 50,275 shares of Nuveen Real Asset Income & Growth Fund worth $618K as of Q1 2026.
  • Steward Partners Investment Advisory bought 5,936 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $77.3K.
  • Nuveen Real Asset Income & Growth Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1406 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen Real Asset Income & Growth Fund in Q2 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's Nuveen Real Asset Income & Growth Fund position peaked at $1.47M in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.