Who Owns JRI?
NUVEEN REAL ASSET INCOME AND GROWTH FUND — Institutional Ownership & 13F Holdings
$12.87
-0.02 (-0.16%)
Market Cap
$362.3M
Shares Outstanding
27,448,300
Institutional Holders
67
Total Inst. Value
$64.5M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
16
Closed Positions
17
Increased
19
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $18.0M | 1,392,582 |
| 2 | Penserra Capital Management LLC | $9.4M | 729,760 |
| 3 | WELLS FARGO & COMPANY/MN | $3.9M | 299,759 |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.3M | 252,363 |
| 5 | SIT INVESTMENT ASSOCIATES INC | $3.0M | 230,201 |
| 6 | Private Advisor Group, LLC | $2.0M | 155,075 |
| 7 | OSAIC HOLDINGS, INC. | $1.9M | 145,674 |
| 8 | COHEN & STEERS, INC. | $1.8M | 137,846 |
| 9 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.5M | 119,683 |
| 10 | FIRST TRUST ADVISORS LP | $1.5M | 117,175 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +4K | $3.3M |
| Private Advisor Group, LLC | +8K | $2.0M |
| OSAIC HOLDINGS, INC. | +38K | $1.9M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | +19K | $1.5M |
| GUGGENHEIM CAPITAL LLC | +40K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -189K | $18.0M |
| SIT INVESTMENT ASSOCIATES INC | -175K | $3.0M |
| Penserra Capital Management LLC | -83K | $9.4M |
| Consolidated Portfolio Review Corp | -38K | $1.4M |
| UBS Group AG | -35K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold JRI?
As of Q1 2025, 67 institutional investors report holding JRI (NUVEEN REAL ASSET INCOME AND GROWTH FUND) in their 13F filings.
Which hedge fund owns the most JRI?
The largest institutional holder of JRI is MORGAN STANLEY with $18.0M in shares.
Are institutions buying or selling JRI?
This quarter, 16 institutions opened new positions in JRI and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.