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Nuveen Real Asset Income & Growth Fund
JRI

80 hedge funds and large institutions have $68.5M invested in Nuveen Real Asset Income & Growth Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

18% more funds holding

Funds holding: 68 → 80 (+12)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0.49% more ownership

Funds ownership: 17.86% → 18.35% (+0.49%)

2% less capital invested

Capital invested by funds: $69.7M → $68.5M (-$1.21M)

Holders
80
Holders Change
+12
Holders Change %
+17.65%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$762K
2
GC
Guggenheim Capital
Illinois
+$412K
3
Wells Fargo
Wells Fargo
California
+$370K
4
Raymond James Financial
Raymond James Financial
Florida
+$311K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$303K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.2M
2
AWA
Adapt Wealth Advisors
Georgia
-$571K
3
PAG
Private Advisor Group
New Jersey
-$389K
4
GCP
Gill Capital Partners
Colorado
-$150K
5
Bank of America
Bank of America
North Carolina
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
Choreo LLC
Illinois
$446K -$39.9K -2,900 -8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$428K +$26.8K +1,948 +7%
Bank of America
28
Bank of America
North Carolina
$421K -$111K -8,042 -21%
SFS
29
Sowell Financial Services
Arkansas
$413K +$3.55K +258 +0.9%
OC
30
Oppenheimer & Co
New York
$387K -$93.4K -6,797 -19%
NA
31
NewEdge Advisors
Louisiana
$383K -$591 -43 -0.2%
SWM
32
SeaCrest Wealth Management
New York
$345K -$11.4K -827 -3%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$312K -$646 -47 -0.2%
ASN
34
Advisory Services Network
Georgia
$302K -$137 -10 -0%
1W
35
1776 Wealth
Georgia
$299K – – –
AW
36
Alteri Wealth
California
$259K +$77.5K +5,641 +42%
CIA
37
Capital Investment Advisors
Georgia
$253K -$19.5K -1,419 -7%
MWM
38
Modern Wealth Management
Kansas
$246K -$11.1K -811 -4%
EPW
39
Evolve Private Wealth
California
$214K +$216K +15,723 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$213K +$63.1K +4,590 +41%
CA
41
CoreCap Advisors
Michigan
$208K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$202K +$61.8K +4,500 +44%
CCFM
43
Clear Creek Financial Management
Washington
$196K +$198K +14,381 New
B
44
Bensler
Washington
$192K +$47.7K +3,469 +33%
CCG
45
Catalina Capital Group
California
$186K +$866 +63 +0.5%
FSA
46
Financial Security Advisor
Virginia
$184K +$186K +13,519 New
MWM
47
Melfa Wealth Management
Massachusetts
$165K – – –
MFG
48
Merit Financial Group
Georgia
$160K -$4.8K -349 -3%
BRWA
49
B. Riley Wealth Advisors
Florida
$146K +$5.29K +385 +4%
NAS
50
NWF Advisory Services
California
$144K – – –
1
2
3 4

JRI Hedge Fund Activity: Q4 2025 in Review

80 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2025, worth a combined $68.5M — down 1.7% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRI positions and 5 closed out — a net gain of 13 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $762K. The largest seller was Morgan Stanley, cutting an estimated $1.2M.

  • 80 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2025, up from 68 in Q3 2025.
  • Funds reported $68.5M of Nuveen Real Asset Income & Growth Fund stock for Q4 2025, down 1.7% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2025 and 5 closed out, a net change of +13 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2025 was Penserra Capital Management, an estimated $762K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2025 was Morgan Stanley, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2025.