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Nuveen Real Asset Income & Growth Fund
JRI

72 hedge funds and large institutions have $96.8M invested in Nuveen Real Asset Income & Growth Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.88% less ownership

Funds ownership: 32.89% → 29.01% (-3.9%)

4% less funds holding

Funds holding: 75 → 72 (-3)

9% less capital invested

Capital invested by funds: $107M → $96.8M (-$10M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$491K
2
SCM
Saba Capital Management
New York
+$484K
3
PAG
Private Advisor Group
New Jersey
+$464K
4
CPRC
Consolidated Portfolio Review Corp
New York
+$432K
5
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$401K

Top Sellers

1
RVPG
Relative Value Partners Group
-$5.77M
2
CA
Cornerstone Advisors
North Carolina
-$3.84M
3
PI
PFG Investments
New York
-$1.22M
4
AAM
Advisors Asset Management
Colorado
-$733K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
Choreo LLC
Illinois
$581K +$226K +19,469 +70%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$553K -$69.3K -5,979 -12%
NFG
28
Nations Financial Group
Iowa
$492K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$482K +$15.8K +1,365 +4%
AWS
30
Atria Wealth Solutions
New York
$463K +$12.3K +1,065 +3%
GC
31
Guggenheim Capital
Illinois
$448K +$2.99K +258 +0.7%
CPIG
32
Chicago Partners Investment Group
Illinois
$434K -$8.2K -708 -2%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$422K +$401K +34,646 New
DC
34
Davenport & Co
Virginia
$409K -$79.4K -6,853 -17%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$392K +$65.5K +5,650 +21%
SFS
36
Sowell Financial Services
Arkansas
$391K +$1.67K +144 +0.5%
NA
37
NewEdge Advisors
Louisiana
$376K +$56K +4,837 +19%
SA
38
Sanctuary Advisors
Indiana
$318K +$325K +28,074 New
QC
39
Quantedge Capital
Singapore
$308K -$89.2K -7,700 -23%
1W
40
1776 Wealth
Georgia
$267K – – –
CIA
41
Capital Investment Advisors
Georgia
$266K +$232 +20 +0.1%
ASN
42
Advisory Services Network
Georgia
$264K +$3.97K +343 +2%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$13.6K -1,177 -5%
CA
44
CoreCap Advisors
Michigan
$218K +$15.1K +1,300 +8%
Corient Private Wealth
45
Corient Private Wealth
Florida
$207K +$938 +81 +0.5%
OC
46
Oppenheimer & Co
New York
$195K -$11.6K -1,000 -6%
CCG
47
Catalina Capital Group
California
$161K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$160K -$5.18K -447 -3%
NAS
49
NWF Advisory Services
California
$152K – – –
PAS
50
Park Avenue Securities
New York
$150K -$19K -1,641 -12%
1
2
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JRI Hedge Fund Activity: Q2 2024 in Review

72 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q2 2024, worth a combined $96.8M — down 9.4% from $107M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JRI and 8 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 21 added.

The largest buyer was Wells Fargo, adding an estimated $491K. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $5.77M sold.

  • 72 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q2 2024, down from 75 in Q1 2024.
  • Funds reported $96.8M of Nuveen Real Asset Income & Growth Fund stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 8 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q2 2024 and 10 closed out, a net change of -2 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q2 2024 was Wells Fargo, an estimated $491K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q2 2024 was Relative Value Partners Group, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2024.