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Nuveen Real Asset Income & Growth Fund

69 hedge funds and large institutions have $68.1M invested in Nuveen Real Asset Income & Growth Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $68.4M → $68.1M (-$324K)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

1.38% less ownership

Funds ownership: 20.57%19.19% (-1.4%)

10% less funds holding

Funds holding: 7769 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
69
Holders Change
-8
Holders Change %
-10.39%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
22
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18M -$2.4M -188,532 -12%
PCM
2
Penserra Capital Management
California
$9.44M -$1.06M -83,267 -10%
Wells Fargo
3
Wells Fargo
California
$3.88M -$407K -32,024 -10%
Raymond James Financial
4
Raymond James Financial
Florida
$3.27M +$50K +3,935 +2%
SIA
5
Sit Investment Associates
Minnesota
$2.98M -$2.22M -174,851 -43%
LPL Financial
6
LPL Financial
California
$2.09M +$31.7K +2,490 +2%
PAG
7
Private Advisor Group
New Jersey
$2.01M +$97.6K +7,679 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.89M +$52K +4,094 +3%
Cohen & Steers
9
Cohen & Steers
New York
$1.78M
PIWA
10
Prevail Innovative Wealth Advisors
Kansas
$1.55M +$240K +18,844 +19%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.52M -$22.5K -1,768 -1%
GC
12
Guggenheim Capital
Illinois
$1.47M +$509K +40,054 +54%
CPRC
13
Consolidated Portfolio Review Corp
New York
$1.37M -$484K -38,094 -26%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.29M +$750K +58,988 +148%
CP
15
Camelot Portfolios
Ohio
$1.19M +$286K +22,464 +32%
UBS Group
16
UBS Group
Switzerland
$1.05M -$444K -34,906 -30%
SPIA
17
Steward Partners Investment Advisory
New York
$934K +$7.63K +600 +0.8%
HI
18
Harbour Investments
Wisconsin
$842K +$64.2K +5,053 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$832K +$578K +45,443 +241%
Bank of America
20
Bank of America
North Carolina
$697K +$17.5K +1,377 +3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$613K +$56.9K +4,474 +10%
Mariner
22
Mariner
Kansas
$598K +$32K +2,521 +6%
NFG
23
Nations Financial Group
Iowa
$553K -$12.1K -955 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$551K +$1.82K +143 +0.3%
AWS
25
Atria Wealth Solutions
New York
$505K +$47.3K +3,719 +11%

JRI Hedge Fund Activity: Q1 2025 in Review

69 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Asset Income & Growth Fund (JRI) for Q1 2025, worth a combined $68.1M — down 0.47% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of JRI and 9 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 21 added.

The largest buyer was Chicago Partners Investment Group, adding an estimated $750K. The largest seller was Morgan Stanley, cutting an estimated $2.4M.

  • 69 institutional investors held Nuveen Real Asset Income & Growth Fund (JRI) as of Q1 2025, down from 77 in Q4 2024.
  • Funds reported $68.1M of Nuveen Real Asset Income & Growth Fund stock for Q1 2025, down 0.47% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Asset Income & Growth Fund positions in Q1 2025 and 17 closed out, a net change of -8 holders.
  • The largest Nuveen Real Asset Income & Growth Fund buyer in Q1 2025 was Chicago Partners Investment Group, an estimated $750K added.
  • The largest Nuveen Real Asset Income & Growth Fund seller in Q1 2025 was Morgan Stanley, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2025.