Who Owns NUVEEN REAL ASSET INCOME AND GROWTH FUND (JRI)?Hedge Fund & Institutional Holders

$12.63-0.19 (-1.48%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.20001100030003e+147T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$11.26$12.03$12.79$13.56$14.33Aug 24Jun 25Mar 26

JRI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Penserra Capital Management LLCNew Position+810K+$11.0M
Chicago Partners Investment Group LLCNew Position+83K+$1.1M
Closed-End Fund Advisors, Inc.New Position+65K+$883K
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+40K+$550K
Sowell Financial Services LLCNew Position+30K+$413K
OPPENHEIMER & CO INCNew Position+28K+$387K
1776 Wealth LLCNew Position+22K+$298K
Capital Investment Advisors, LLCNew Position+19K+$253K
CoreCap Advisors, LLCNew Position+15K+$207K
Clear Creek Financial Management, LLCNew Position+14K+$195K
Bensler, LLCNew Position+14K+$192K
Catalina Capital Group, LLCNew Position+14K+$185K
Financial Security Advisor, Inc.New Position+14K+$184K
MELFA WEALTH MANAGEMENT, INC.New Position+12K+$164K
Merit Financial Group, LLCNew Position+12K+$160K

JRI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-88K-$19.0B
Private Advisor Group, LLCDecreased-28K-$2.4B
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCDecreased-5K-$2.2B
OSAIC HOLDINGS, INC.Decreased-6K-$2.0B
FIRST TRUST ADVISORS LPDecreased-5K-$1.7B
NWF Advisory Services Inc.Decreased-78K-$1.1B
UBS Group AGDecreased-2K-$998.3M
Rockefeller Capital Management L.P.Decreased-3K-$694.4M
Cetera Investment AdvisersDecreased-904-$633.6M
ADAPT WEALTH ADVISORS, LLCClosed Position-40K-$571.5M
Mariner, LLCDecreased-1K-$568.9M
BANK OF AMERICA CORP /DE/Decreased-8K-$555.1M
CHOREO, LLCDecreased-3K-$509.1M
NewEdge Advisors, LLCDecreased-43-$402.1M
SeaCrest Wealth Management, LLCDecreased-827-$368.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY891,864$12.0M0.00%Share
2Penserra Capital Management LLC809,551$11.0M0.13%Share
3WELLS FARGO & COMPANY/MN226,116$3.0M0.00%Share
4LPL Financial LLC223,359$3.0M0.00%Share
5PREVAIL INNOVATIVE WEALTH ADVISORS, LLC148,015$2.0M0.36%Share
6GUGGENHEIM CAPITAL LLC218,563$2.0M0.01%Share
7MORGAN STANLEY208,624$2.0M0.00%Share
8COHEN & STEERS, INC.137,846$1.9M0.00%Share
9Chicago Partners Investment Group LLC83,007$1.1M0.03%Share
10Cambridge Investment Research Advisors, Inc.82,174$1.0M0.00%Share
11ROYAL BANK OF CANADA134,493$1.0M0.00%Share
12FIRST TRUST ADVISORS LP112,677$1.0M0.00%Share
13RAYMOND JAMES FINANCIAL INC136,014$1.0M0.00%Share
14Private Advisor Group, LLC138,164$1.0M0.00%Share
15OSAIC HOLDINGS, INC.142,529$1.0M0.00%Share
16MORGAN STANLEY146,273$1.0M0.00%Share
17HARBOUR INVESTMENTS, INC.72,680$989K0.02%Share
18UBS Group AG68,187$928K0.00%Share
19Closed-End Fund Advisors, Inc.64,898$883K0.52%Share
20NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,440$550K0.03%Share
21DAVENPORT & Co LLC35,099$477K0.00%Share
22CHOREO, LLC32,524$446K0.01%Share
23Sowell Financial Services LLC30,367$413K0.02%Share
24OPPENHEIMER & CO INC28,454$387K0.01%Share
25SeaCrest Wealth Management, LLC25,322$345K0.03%Share
26Patriot Financial Group Insurance Agency, LLC22,916$311K0.04%Share
271776 Wealth LLC21,956$298K0.11%Share
28Alteri Wealth LLC19,003$258K0.08%Share
29Capital Investment Advisors, LLC18,592$253K0.00%Share
30Modern Wealth Management, LLC18,040$245K0.00%Share
31CoreCap Advisors, LLC15,281$207K0.01%Share
32Clear Creek Financial Management, LLC14,381$195K0.02%Share
33Bensler, LLC14,119$192K0.02%Share
34Catalina Capital Group, LLC13,638$185K0.11%Share
35Financial Security Advisor, Inc.13,519$184K0.04%Share
36MELFA WEALTH MANAGEMENT, INC.12,098$164K0.09%Share
37Merit Financial Group, LLC11,782$160K0.00%Share
38B. Riley Wealth Advisors, Inc.10,731$146K0.01%Share
39NWF Advisory Services Inc.10,613$144K0.02%Share
40US BANCORP \DE\7,651$104K0.00%Share
41Allworth Financial LP6,551$89K0.00%Share
42Garner Asset Management Corp4,520$61K0.02%Share
43BARRETT & COMPANY, INC.3,250$44K0.01%Share
44FLAGSHIP HARBOR ADVISORS, LLC1,718$23K0.00%Share
45WPG Advisers, LLC1,408$19K0.01%Share
46COMERICA BANK1,000$13K0.00%Share
47First Command Advisory Services, Inc.934$12K0.00%Share
48First PREMIER Bank825$11K0.00%Share
49COMERICA BANK764$10K0.00%Share
50CWM, LLC622$8K0.00%Share

JRI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$53.8M+33
Q3 202546$52.0B-19
Q2 202565$28.6B-3
Q1 202568$52.6B+0
Q4 202468$2.4T+14
Q3 202454$46.7T-2
Q2 202456$69.8T+5
Q1 202451$73.4T—

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As of Q4 2025, 50 institutional investors hold JRI (NUVEEN REAL ASSET INCOME AND GROWTH FUND). The largest holder is MORGAN STANLEY with $12.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own JRI?

As of Q4 2025, 50 institutional investors report holding JRI (NUVEEN REAL ASSET INCOME AND GROWTH FUND) in their 13F filings.

Who is the largest institutional holder of JRI?

The largest institutional holder of JRI is MORGAN STANLEY with $12.0M in shares.

Is institutional ownership of JRI increasing or decreasing?

This quarter, 15 institutions opened new positions in JRI and 1 closed their positions.