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Nuveen Real Asset Income & Growth Fund
JRI

77 hedge funds and large institutions have $68.4M invested in Nuveen Real Asset Income & Growth Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

4% more funds holding

Funds holding: 74 → 77 (+3)

2.76% less ownership

Funds ownership: 23.33% → 20.57% (-2.8%)

22% less capital invested

Capital invested by funds: $87.6M → $68.4M (-$19.2M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$927K
2
PCM
Penserra Capital Management
California
+$662K
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$493K
4
GC
Guggenheim Capital
Illinois
+$485K
5
Osaic Holdings
Osaic Holdings
Arizona
+$441K

Top Sellers

1
SCM
Saba Capital Management
New York
-$7.29M
2
Morgan Stanley
Morgan Stanley
New York
-$3.42M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$3.06M
4
SIA
Sit Investment Associates
Minnesota
-$629K
5
AAM
Advisors Asset Management
Colorado
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$445K -$69.2K -5,289 -13%
AWS
27
Atria Wealth Solutions
New York
$424K -$2.04K -156 -0.4%
NA
28
NewEdge Advisors
Louisiana
$368K -$9.74K -745 -2%
SFS
29
Sowell Financial Services
Arkansas
$359K +$3.16K +242 +0.8%
DC
30
Davenport & Co
Virginia
$359K -$169K -12,930 -30%
AAM
31
Advisors Asset Management
Colorado
$334K -$221K -16,890 -38%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$285K -$8.37K -640 -3%
ASN
33
Advisory Services Network
Georgia
$272K +$9.27K +709 +3%
1W
34
1776 Wealth
Georgia
$266K – – –
SA
35
Sanctuary Advisors
Indiana
$264K -$48.2K -3,683 -15%
CIA
36
Capital Investment Advisors
Georgia
$264K +$2.96K +226 +1%
MWM
37
Modern Wealth Management
Kansas
$262K +$283K +21,614 New
CA
38
CoreCap Advisors
Michigan
$242K -$19.6K -1,500 -7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$228K +$693 +53 +0.3%
WIA
40
World Investment Advisors
California
$223K +$65.4K +5,000 +37%
Corient Private Wealth
41
Corient Private Wealth
Florida
$182K +$197K +15,031 New
FSA
42
Financial Security Advisor
Virginia
$176K +$190K +14,504 New
Jane Street
43
Jane Street
New York
$164K +$176K +13,497 New
CCG
44
Catalina Capital Group
California
$162K +$2.03K +155 +1%
MWM
45
Melfa Wealth Management
Massachusetts
$147K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$146K +$8.87K +678 +6%
GCP
47
Gill Capital Partners
Colorado
$145K – – –
PAS
48
Park Avenue Securities
New York
$135K -$16K -1,222 -10%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$128K +$138K +10,518 New
HighTower Advisors
50
HighTower Advisors
Illinois
$125K – – –
1
2
3 4

JRI Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2024, worth a combined $68.4M — down 22% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRI positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927K. The largest seller was Saba Capital Management, exiting entirely with an estimated $7.29M sold.

  • 77 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $68.4M of Nuveen Real Asset Income & Growth Fund stock for Q4 2024, down 22% quarter-over-quarter.
  • 17 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2024 was Wells Fargo, an estimated $927K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2024 was Saba Capital Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.