We are live on ! Find out more
JRI icon

Nuveen Real Asset Income & Growth Fund

77 hedge funds and large institutions have $68.4M invested in Nuveen Real Asset Income & Growth Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

4% more funds holding

Funds holding: 7477 (+3)

2.76% less ownership

Funds ownership: 23.33%20.57% (-2.8%)

22% less capital invested

Capital invested by funds: $87.6M → $68.4M (-$19.2M)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
25
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.2M -$3.42M -261,855 -14%
PCM
2
Penserra Capital Management
California
$9.86M +$662K +50,663 +7%
SIA
3
Sit Investment Associates
Minnesota
$4.91M -$629K -48,135 -11%
Wells Fargo
4
Wells Fargo
California
$4.02M +$927K +70,873 +27%
Raymond James Financial
5
Raymond James Financial
Florida
$3.01M +$3.25M +248,428 New
LPL Financial
6
LPL Financial
California
$1.93M +$122K +9,349 +6%
PAG
7
Private Advisor Group
New Jersey
$1.79M +$72K +5,503 +4%
CPRC
8
Consolidated Portfolio Review Corp
New York
$1.75M +$81.4K +6,223 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.72M +$441K +33,702 +31%
Cohen & Steers
10
Cohen & Steers
New York
$1.67M
First Trust Advisors
11
First Trust Advisors
Illinois
$1.44M +$46.2K +3,535 +3%
UBS Group
12
UBS Group
Switzerland
$1.41M +$233K +17,808 +18%
PIWA
13
Prevail Innovative Wealth Advisors
Kansas
$1.22M +$493K +37,697 +60%
GC
14
Guggenheim Capital
Illinois
$893K +$485K +37,080 +102%
SPIA
15
Steward Partners Investment Advisory
New York
$868K +$6.54K +500 +0.7%
CP
16
Camelot Portfolios
Ohio
$839K -$103K -7,865 -10%
HI
17
Harbour Investments
Wisconsin
$728K +$124K +9,486 +19%
Bank of America
18
Bank of America
North Carolina
$637K +$1.56K +119 +0.2%
SFS
19
Shaker Financial Services
Virginia
$574K -$11.3K -868 -2%
NFG
20
Nations Financial Group
Iowa
$530K +$3.61K +276 +0.6%
Mariner
21
Mariner
Kansas
$530K -$89K -6,806 -13%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$520K +$41.9K +3,208 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$514K -$27.7K -2,116 -5%
CL
24
Choreo LLC
Illinois
$507K -$46.5K -3,558 -8%
CPIG
25
Chicago Partners Investment Group
Illinois
$486K +$50.1K +3,832 +11%

JRI Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q4 2024, worth a combined $68.4M — down 22% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRI positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $927K. The largest seller was Saba Capital Management, exiting entirely with an estimated $7.29M sold.

  • 77 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q4 2024, up from 74 in Q3 2024.
  • Funds reported $68.4M of Nuveen Real Asset Income & Growth Fund stock for Q4 2024, down 22% quarter-over-quarter.
  • 17 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q4 2024 and 12 closed out, a net change of +5 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q4 2024 was Wells Fargo, an estimated $927K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q4 2024 was Saba Capital Management, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2024.