NUVEEN REAL ASSET INCOME & G (JRI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
79
Reporting holders
$70.5M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $21.2M | 1,638,606 | 0.00% | 35q | +1.2%+$262.1K |
| WELLS FARGO & COMPANY/MN | $5.0M | 384,424 | 0.00% | 31q | -49.6%-$4.9M |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $3.3M | 257,827 | 0.32% | 2q | -56.0%-$4.3M |
| LPL Financial LLC | $3.3M | 253,225 | 0.00% | 31q | +3.9%+$124.1K |
| GUGGENHEIM CAPITAL LLC | $3.2M | 249,297 | 0.02% | 11q | +3.4%+$107.5K |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 226,967 | 0.00% | 7q | +7.5%+$206.2K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 155,961 | 0.03% | 21q | +13.1%+$234.3K |
| Private Advisor Group, LLC | $2.0M | 153,064 | 0.01% | 31q | +9.4%+$170.4K |
| ROYAL BANK OF CANADA | $1.8M | 138,062 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $1.6M | 122,132 | 0.00% | 31q | -13.3%-$243.3K |
| OSAIC HOLDINGS, INC. | $1.5M | 118,130 | 0.00% | 26q | +29.6%+$349.7K |
| Yakira Capital Management, Inc. | $1.5M | 112,169 | 0.41% | 2q | -62.8%-$2.4M |
| WOLVERINE ASSET MANAGEMENT LLC | $1.3M | 98,402 | 0.01% | new | NEW |
| Sterneck Capital Management, LLC | $1.3M | 97,309 | 0.54% | 2q | +2.1%+$26.1K |
| FIRST TRUST ADVISORS LP | $1.2M | 95,004 | 0.00% | 31q | +37.3%+$334.4K |
| Chicago Partners Investment Group LLC | $1.2M | 94,644 | 0.02% | 15q | +1.7%+$20.3K |
| BANK OF AMERICA CORP /DE/ | $1.2M | 88,967 | 0.00% | 31q | +2.0%+$22.6K |
| Rockefeller Capital Management L.P. | $955.5K | 73,726 | 0.00% | 5q | +72.6%+$401.9K |
| CoreCap Advisors, LLC | $896.3K | 69,156 | 0.03% | 18q | +319.6%+$682.7K |
| Advisory Services Network, LLC | $821.2K | 63,366 | 0.01% | 31q | +5.6%+$43.6K |
| Closed-End Fund Advisors, Inc. | $800.9K | 61,800 | 0.78% | 3q | +6.9%+$51.7K |
| NewEdge Advisors, LLC | $735.0K | 56,714 | 0.00% | 19q | +108.4%+$382.3K |
| Steward Partners Investment Advisory, LLC | $651.6K | 50,275 | 0.00% | 29q | HELD |
| Quarry LP | $639.3K | 49,329 | 0.05% | 2q | -19.5%-$154.6K |
| UBS Group AG | $627.6K | 48,423 | 0.00% | 31q | +3.3%+$19.9K |
| Cetera Investment Advisers | $613.4K | 47,327 | 0.00% | 10q | +6.9%+$39.8K |
| JPMORGAN CHASE & CO | $519.1K | 40,365 | 0.00% | 2q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $511.1K | 39,440 | 0.02% | 28q | -2.5%-$13.0K |
| Abel Hall, LLC | $427.7K | 33,000 | 0.07% | 5q | HELD |
| CHOREO, LLC | $408.8K | 31,210 | 0.00% | 11q | -8.9%-$40.1K |
| Sowell Financial Services LLC | $398.3K | 30,730 | 0.01% | 17q | +0.7%+$2.9K |
| OPPENHEIMER & CO INC | $395.4K | 30,510 | 0.00% | 6q | -2.3%-$9.2K |
| Corient Private Wealth LP | $388.8K | 30,000 | 0.00% | 2q | HELD |
| Merit Financial Group, LLC | $369.1K | 28,478 | 0.00% | 5q | +110.1%+$193.4K |
| Patriot Financial Group Insurance Agency, LLC | $301.2K | 23,241 | 0.03% | 31q | -49.8%-$298.3K |
| SeaCrest Wealth Management, LLC | $295.2K | 22,779 | 0.03% | 6q | -6.0%-$18.8K |
| 1776 Wealth LLC | $269.0K | 20,756 | 0.09% | 11q | HELD |
| Alteri Wealth LLC | $253.3K | 19,544 | 0.07% | 5q | +0.8%+$1.9K |
| Mariner, LLC | $250.9K | 19,363 | 0.00% | 16q | -45.1%-$206.2K |
| Modern Wealth Management, LLC | $233.8K | 18,040 | 0.00% | 7q | HELD |
| CITADEL ADVISORS LLC | $228.4K | 17,623 | 0.00% | 3q | -18.6%-$52.3K |
| Baird Financial Group, Inc. | $227.0K | 17,514 | 0.00% | 5q | +2.2%+$4.9K |
| Capital Investment Advisors, LLC | $224.7K | 17,337 | 0.00% | 12q | -6.8%-$16.3K |
| IMC-Chicago, LLC | $212.7K | 16,409 | 0.00% | new | NEW |
| Clear Creek Financial Management, LLC | $197.5K | 15,241 | 0.01% | 3q | +1.6%+$3.1K |
| EVOLVE PRIVATE WEALTH, LLC | $190.5K | 14,545 | 0.01% | 3q | -4.2%-$8.3K |
| JANE STREET GROUP, LLC | $177.3K | 13,680 | 0.00% | new | NEW |
| DAVENPORT & Co LLC | $176.1K | 13,591 | 0.00% | 31q | -64.3%-$317.4K |
| Global Retirement Partners, LLC | $161.7K | 12,474 | 0.00% | 2q | +43.6%+$49.1K |
| MELFA WEALTH MANAGEMENT, INC. | $156.8K | 12,098 | 0.08% | 15q | HELD |
| NWF Advisory Services Inc. | $144.0K | 11,113 | 0.01% | 6q | HELD |
| B. Riley Wealth Advisors, Inc. | $140.4K | 10,919 | 0.01% | 4q | +1.1%+$1.5K |
| XTX Topco Ltd | $138.5K | 10,688 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $135.1K | 10,422 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $99.2K | 7,651 | 0.00% | 4q | HELD |
| Allworth Financial LP | $84.9K | 6,551 | 0.00% | 10q | HELD |
| GILL CAPITAL PARTNERS, LLC | $62.5K | 4,819 | 0.02% | 2q | HELD |
| SIGNATUREFD, LLC | $60.5K | 4,665 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $56.2K | 4,335 | 0.01% | 3q | +15.4%+$7.5K |
| SIT INVESTMENT ASSOCIATES INC | $56.0K | 4,317,631 | 1.06% | 2q | -1.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $54.5K | 4,203 | 0.00% | 3q | +140.3%+$31.8K |
| BARRETT & COMPANY, INC. | $52.2K | 4,025 | 0.01% | 13q | +23.8%+$10.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $50.2K | 3,870 | 0.00% | new | NEW |
| Larson Financial Group LLC | $37.3K | 2,875 | 0.00% | 19q | HELD |
| FIFTH THIRD BANCORP | $24.7K | 1,903 | 0.00% | 2q | -1.0% |
| WPG Advisers, LLC | $24.4K | 1,881 | 0.01% | 7q | +5.6%+$1.3K |
| Key Financial Inc | $19.4K | 1,500 | 0.00% | new | NEW |
| Community Financial Services Group, LLC | $12.9K | 1,000 | 0.00% | 2q | HELD |
| OAKWORTH CAPITAL, INC. | $11.6K | 900 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $10.2K | 784,321 | 0.08% | 8q | +4.0% |
| Ameritas Advisory Services, LLC | $9.5K | 735 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $8.2K | 631 | 0.00% | 15q | HELD |
| Arax Advisory Partners | $6.1K | 468 | 0.00% | new | NEW |
| Fortis Group Advisors, LLC | $4.0K | 309 | 0.00% | 12q | HELD |
| Integrated Wealth Concepts LLC | $3.7K | 287 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $3.1K | 237,308 | 0.00% | 31q | +4.4% |
| HIGHLINE WEALTH PARTNERS LLC | $2.6K | 200 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.6K | 200 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 173,666 | 0.00% | 31q | +97.5%+$1.1K |
| NATIONAL BANK OF CANADA /FI/ | $2.0K | 156 | 0.00% | 7q | HELD |
| IFG Advisory, LLC | $1.3K | 101 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $1.2K | 93 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $141 | 10,870 | 0.00% | 2q | +2.6% |
| Janney Montgomery Scott LLC | $131 | 10,135 | 0.00% | 6q | -10.8% |
| Wilkerson Advisory Group LLC | $14 | 1 | 0.00% | 3q | HELD |
| First PREMIER Bank | $11 | 825 | 0.00% | 31q | HELD |
| FNY Investment Advisers, LLC | $9 | 700 | 0.00% | 2q | HELD |
| BESSEMER GROUP INC | $2 | 133 | 0.00% | new | NEW |
| TSFG, LLC | $1 | 115 | 0.00% | 5q | +3.6% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $70.5M | 5,438,775 | 13 | 29 | 16 | 0.0% |
| Q1 2026 | 82 | $76.5M | 6,213,273 | 21 | 29 | 13 | 0.0% |
| Q4 2025 | 73 | $54.2M | 3,983,413 | 15 | 16 | 19 | 0.0% |
| Q3 2025 | 60 | $55.8M | 3,920,724 | 5 | 19 | 19 | 0.0% |
| Q2 2025 | 62 | $56.7M | 4,198,830 | 10 | 16 | 19 | 0.0% |
| Q1 2025 | 59 | $52.8M | 4,081,670 | 6 | 19 | 16 | 0.0% |
| Q4 2024 | 70 | $51.5M | 4,245,723 | 14 | 21 | 15 | 0.0% |
| Q3 2024 | 65 | $68.7M | 5,016,013 | 11 | 14 | 19 | 0.0% |
| Q2 2024 | 66 | $88.5M | 7,270,001 | 7 | 19 | 21 | 0.0% |
| Q1 2024 | 67 | $142.1M | 11,993,785 | 7 | 29 | 17 | 0.0% |
| Q4 2023 | 68 | $121.1M | 10,331,715 | 10 | 18 | 24 | 0.0% |
| Q3 2023 | 60 | $86.1M | 8,111,958 | 8 | 14 | 25 | 0.0% |
| Q2 2023 | 69 | $88.9M | 7,786,283 | 7 | 17 | 25 | 0.0% |
| Q1 2023 | 67 | $92.2M | 7,850,796 | 8 | 22 | 20 | 0.0% |
| Q4 2022 | 65 | $81.5M | 7,043,697 | 12 | 19 | 19 | 0.0% |
| Q3 2022 | 75 | $81.2M | 7,266,733 | 9 | 18 | 26 | 0.0% |
| Q2 2022 | 79 | $95.9M | 7,298,548 | 10 | 28 | 18 | 0.0% |
| Q1 2022 | 79 | $107.2M | 7,011,515 | 10 | 28 | 16 | 0.0% |
| Q4 2021 | 81 | $116.1M | 7,203,039 | 12 | 20 | 30 | 0.0% |
| Q3 2021 | 71 | $114.0M | 7,469,044 | 6 | 27 | 22 | 0.0% |
| Q2 2021 | 76 | $125.9M | 7,829,152 | 6 | 20 | 21 | 0.0% |
| Q1 2021 | 81 | $118.0M | 8,012,046 | 6 | 37 | 19 | 0.0% |
| Q4 2020 | 90 | $94.5M | 7,022,183 | 12 | 17 | 34 | 0.0% |
| Q3 2020 | 77 | $76.6M | 6,344,083 | 6 | 21 | 31 | 0.0% |
| Q2 2020 | 78 | $75.9M | 6,491,633 | 3 | 28 | 29 | 0.0% |
| Q1 2020 | 84 | $72.2M | 7,302,177 | 13 | 24 | 31 | 0.0% |
| Q4 2019 | 76 | $113.3M | 6,173,027 | 5 | 30 | 21 | 0.0% |
| Q3 2019 | 70 | $121.0M | 6,909,918 | 5 | 19 | 22 | 0.0% |
| Q2 2019 | 70 | $117.8M | 6,950,705 | 4 | 30 | 16 | 0.0% |
| Q1 2019 | 80 | $119.7M | 7,455,685 | 14 | 27 | 19 | 0.0% |
| Q4 2018 | 79 | $109.9M | 8,071,183 | 0 | 1 | 2 | 0.0% |