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World Investment Advisors’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

World Investment Advisors’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
Q2 		– Sell
-28,133
Closed -$364K – 1172
2025
Q1 		$364K Buy
28,133
+9,735
+53% +$124K 0.01% 801
2024
Q4 		$223K Buy
18,398
+5,000
+37% +$65.4K 0.01% 934
2024
Q3 		$183K Buy
+13,398
New +$171K 0.01% 881

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

World Investment Advisors's JRI Position: Q2 2025 in Review

World Investment Advisors sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q2 2025, closing a stake of 28,133 shares — an estimated $364K sold.

World Investment Advisors first reported a position in JRI in Q3 2024 and held it in 3 quarters. The position peaked at $364K in Q1 2025. 73 funds tracked by Wall St. Rank hold JRI as of Q2 2025.

  • World Investment Advisors reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 28,133 Nuveen Real Asset Income & Growth Fund shares in Q2 2025, an estimated $364K.
  • World Investment Advisors first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2024 and held it in 3 quarters.
  • World Investment Advisors's Nuveen Real Asset Income & Growth Fund position peaked at $364K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.