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.
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
Top Buyers
Top Sellers
| 1 |
RVPG
Relative Value Partners Group
|
-$5.77M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.84M |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
-$1.22M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$733K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$674K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
76
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$124K | -11,569 | Closed |
|
77
HighTower Advisors
Chicago,
Illinois
| – | -$125K | -10,604 | Closed |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| – | -$13.5K | -1,135 | Closed |
|
|
FFWM
79
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$10.9K | -922 | Closed |
|
|
FIA
80
FNY Investment Advisers
New York
| – | -$8 | -700 | Closed |
|
|
WAS
81
Winch Advisory Services
Appleton,
Wisconsin
| – | -$3.96K | -334 | Closed |
|
82
JP Morgan Chase
New York
| – | -$593 | -50 | Closed |
|
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.