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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
SCM
1
Saba Capital Management
New York
$31.7M +$484K +41,760 +2%
Morgan Stanley
2
Morgan Stanley
New York
$23.2M -$43.6K -3,766 -0.2%
SIA
3
Sit Investment Associates
Minnesota
$6.62M -$22.3K -1,927 -0.4%
Wells Fargo
4
Wells Fargo
California
$2.93M +$491K +42,363 +21%
PAG
5
Private Advisor Group
New Jersey
$2.05M +$464K +40,028 +31%
Cohen & Steers
6
Cohen & Steers
New York
$1.68M -$495K -42,712 -24%
CPRC
7
Consolidated Portfolio Review Corp
New York
$1.64M +$432K +37,331 +38%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.56M +$204K +17,574 +16%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.44M +$65K +5,611 +5%
AA
10
AQR Arbitrage
Connecticut
$1.43M -$528K -45,599 -28%
CP
11
Camelot Portfolios
Ohio
$1.38M +$162K +13,969 +14%
LPL Financial
12
LPL Financial
California
$1.25M -$67K -5,781 -5%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$1.22M -$674K -58,159 -37%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.17M -$119K -10,242 -10%
RJA
15
Raymond James & Associates
Florida
$1.13M -$47.8K -4,122 -4%
UBS Group
16
UBS Group
Switzerland
$1.06M -$335K -28,955 -25%
SPIA
17
Steward Partners Investment Advisory
New York
$865K -$20.4K -1,762 -2%
AAM
18
Advisors Asset Management
Colorado
$846K -$733K -63,296 -48%
Ameriprise
19
Ameriprise
Minnesota
$796K -$7.61K -657 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$734K -$462K -39,883 -40%
Mariner
21
Mariner
Kansas
$664K +$19.1K +1,645 +3%
Bank of America
22
Bank of America
North Carolina
$647K -$37.5K -3,238 -6%
SCM
23
Sterneck Capital Management
Missouri
$632K -$38.2K -3,300 -6%
HI
24
Harbour Investments
Wisconsin
$614K -$1.31K -113 -0.2%
CA
25
Cornerstone Advisors
North Carolina
$608K -$3.84M -331,305 -87%
1
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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.