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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
MWM
51
Melfa Wealth Management
Massachusetts
$147K – – –
GCP
52
Gill Capital Partners
Colorado
$145K – – –
PS
53
Principal Securities
Iowa
$76.7K +$568 +49 +0.8%
AF
54
Allworth Financial
California
$74.5K – – –
BC
55
Barrett & Company
Rhode Island
$39.6K +$14.5K +1,250 +63%
Comerica Bank
56
Comerica Bank
Texas
$20.6K -$15.8K -1,361 -45%
ADL
57
Asset Dedication LLC
California
$14.9K +$14.2K +1,226 New
LFG
58
Larson Financial Group
Missouri
$12.9K – – –
FPB
59
First PREMIER Bank
South Dakota
$10K – – –
HCM
60
Hollencrest Capital Management
California
$7.68K – – –
FGA
61
Fortis Group Advisors
New Jersey
$7.51K – – –
AWM
62
Atticus Wealth Management
Florida
$7.19K +$6.85K +591 New
ANBT
63
American National Bank & Trust
Texas
$6.27K – – –
HI
64
Hoey Investments
Pennsylvania
$6.13K – – –
SC
65
Stephens Consulting
Michigan
$4.98K – – –
US Bancorp
66
US Bancorp
Minnesota
$4.87K +$4.63K +400 New
DSC
67
Duncker Streett & Co
Missouri
$4.08K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$3.8K -$8.94K -772 -71%
BWP
69
Baldwin Wealth Partners
Massachusetts
$2.43K +$2.32K +200 New
IAIM
70
International Assets Investment Management
Florida
$2.43K +$2.32K +200 New
AssetMark Inc
71
AssetMark Inc
California
$402 -$2.32K -200 -86%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$183 +$174 +15 New
RVPG
73
Relative Value Partners Group
– -$5.77M -492,775 Closed
PI
74
PFG Investments
New York
– -$1.22M -103,161 Closed
LCM
75
Landscape Capital Management
New Jersey
– -$448K -37,755 Closed
1 2
3
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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.