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

Stifel Financial’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 		– Sell
-10,367
Closed -$141K – 3693
2025
Q4 		$141K Buy
+10,367
New +$142K ﹤0.01% 3445
2022
Q4 		– Sell
-20,843
Closed -$232K – 3349
2022
Q3 		$232K Sell
20,843
-507
-2% -$6.7K ﹤0.01% 2868
2022
Q2 		$279K Buy
21,350
+699
+3% +$9.85K ﹤0.01% 2796
2022
Q1 		$316K Buy
20,651
+371
+2% +$5.59K ﹤0.01% 2848
2021
Q4 		$327K Sell
20,280
-2,000
-9% -$31.1K ﹤0.01% 2859
2021
Q3 		$340K Sell
22,280
-756
-3% -$12.1K ﹤0.01% 2820
2021
Q2 		$370K Buy
23,036
+3,284
+17% +$51.4K ﹤0.01% 2757
2021
Q1 		$291K Sell
19,752
-2,440
-11% -$34.3K ﹤0.01% 2815
2020
Q4 		$299K Buy
22,192
+7,205
+48% +$91.8K ﹤0.01% 2597
2020
Q3 		$181K Sell
14,987
-6,998
-32% -$84.9K ﹤0.01% 2642
2020
Q2 		$257K Buy
21,985
+388
+2% +$4.31K ﹤0.01% 2452
2020
Q1 		$214K Buy
21,597
+1,410
+7% +$22.9K ﹤0.01% 2399
2019
Q4 		$373K Buy
20,187
+308
+2% +$5.51K ﹤0.01% 2430
2019
Q3 		$348K Buy
19,879
+2,669
+16% +$45.3K ﹤0.01% 2367
2019
Q2 		$290K Sell
17,210
-546
-3% -$8.87K ﹤0.01% 2520
2019
Q1 		$284K Buy
17,756
+637
+4% +$9.79K ﹤0.01% 2401
2018
Q4 		$233K Buy
17,119
+1,510
+10% +$22.4K ﹤0.01% 2374
2018
Q3 		$253K Buy
15,609
+1,843
+13% +$30K ﹤0.01% 2460
2018
Q2 		$221K Sell
13,766
-6,908
-33% -$113K ﹤0.01% 2494
2018
Q1 		$334K Buy
20,674
+2,843
+16% +$48.2K ﹤0.01% 2198
2017
Q4 		$319K Buy
17,831
+2,990
+20% +$53K ﹤0.01% 2160
2017
Q3 		$268K Buy
+14,841
New +$268K ﹤0.01% 2211

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

Stifel Financial's JRI Position: Q1 2026 in Review

Stifel Financial sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q1 2026, closing a stake of 10,367 shares — an estimated $141K sold.

Stifel Financial first reported a position in JRI in Q3 2017 and held it in 22 quarters. The position peaked at $373K in Q4 2019. 91 funds tracked by Wall St. Rank hold JRI as of Q1 2026.

  • Stifel Financial reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 10,367 Nuveen Real Asset Income & Growth Fund shares in Q1 2026, an estimated $141K.
  • Stifel Financial first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2017 and held it in 22 quarters.
  • Stifel Financial's Nuveen Real Asset Income & Growth Fund position peaked at $373K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.