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Nuveen Real Asset Income & Growth Fund
JRI

68 hedge funds and large institutions have $69.7M invested in Nuveen Real Asset Income & Growth Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

2% less capital invested

Capital invested by funds: $71.1M → $69.7M (-$1.38M)

1.35% less ownership

Funds ownership: 19.21% → 17.86% (-1.3%)

7% less funds holding

Funds holding: 73 → 68 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Adapt Wealth Advisors
Georgia
+$542K
2
LPL Financial
LPL Financial
California
+$522K
3
GC
Guggenheim Capital
Illinois
+$437K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$321K
5
OC
Oppenheimer & Co
New York
+$319K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.17M
2
Morgan Stanley
Morgan Stanley
New York
-$1.51M
3
CP
Camelot Portfolios
Ohio
-$1.01M
4
UBS Group
UBS Group
Switzerland
-$884K
5
Wells Fargo
Wells Fargo
California
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$502K +$319K +23,603 +203%
DC
27
Davenport & Co
Virginia
$489K +$22.2K +1,641 +5%
AHL
28
Abel Hall LLC
Louisiana
$470K – – –
SFS
29
Sowell Financial Services
Arkansas
$429K +$2.61K +193 +0.6%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$420K +$177K +13,102 +80%
NA
31
NewEdge Advisors
Louisiana
$402K +$17.7K +1,311 +5%
SWM
32
SeaCrest Wealth Management
New York
$369K +$15.4K +1,141 +5%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$327K -$5.68K -420 -2%
ASN
34
Advisory Services Network
Georgia
$317K +$3.85K +285 +1%
1W
35
1776 Wealth
Georgia
$313K – – –
CIA
36
Capital Investment Advisors
Georgia
$285K -$9.45K -699 -3%
MWM
37
Modern Wealth Management
Kansas
$269K -$36.1K -2,670 -12%
CA
38
CoreCap Advisors
Michigan
$218K – – –
CCG
39
Catalina Capital Group
California
$193K -$216 -16 -0.1%
AW
40
Alteri Wealth
California
$190K +$41.7K +3,085 +30%
MFG
41
Merit Financial Group
Georgia
$173K -$8.66K -641 -5%
MWM
42
Melfa Wealth Management
Massachusetts
$172K – – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$158K +$811 +60 +0.5%
B
44
Bensler
Washington
$152K +$144K +10,650 New
NAS
45
NWF Advisory Services
California
$151K -$21.6K -1,600 -13%
GCP
46
Gill Capital Partners
Colorado
$150K -$19.2K -1,417 -12%
BRWA
47
B. Riley Wealth Advisors
Florida
$147K +$140K +10,346 New
HighTower Advisors
48
HighTower Advisors
Illinois
$147K – – –
US Bancorp
49
US Bancorp
Minnesota
$109K +$103K +7,651 New
PS
50
Principal Securities
Iowa
$98.1K +$892 +66 +1%
1
2
3 4

JRI Hedge Fund Activity: Q3 2025 in Review

68 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q3 2025, worth a combined $69.7M — down 1.9% from $71.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRI and 5 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was Adapt Wealth Advisors, opening a new position worth an estimated $542K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.17M sold.

  • 68 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q3 2025, down from 73 in Q2 2025.
  • Funds reported $69.7M of Nuveen Real Asset Income & Growth Fund stock for Q3 2025, down 1.9% quarter-over-quarter.
  • 5 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q3 2025 and 9 closed out, a net change of -4 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q3 2025 was Adapt Wealth Advisors, an estimated $542K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q3 2025 was Sit Investment Associates, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2025.