Nuveen Real Asset Income & Growth Fund (JRI) shareholders
Close on Nov 13, 2026Market cap –P/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sit Fixed Income Advisors II, LLC Joint filing with Sit Investment Associates, Inc. (12.10%) | 4,366,526 | 12.10% | 13G (passive) | Mar 31, 2026 |
| The Charger Corporation Joint filing with First Trust Portfolios L.P. (5.11%), First Trust Advisors L.P. (5.11%) | 1,400,711 | 5.11% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JRI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,317,631 | – | $55.96M | −48,895 | 1.06% |
| Morgan Stanley | 1,638,606 | – | $21.24M | +20,221 | 0.00% |
| Penserra Capital Management LLC | 784,321 | – | $10.16M | +29,949 | 0.08% |
| Wells Fargo & Company/Mn | 384,424 | – | $4.98M | +3,207 | 0.00% |
| Absolute Investment Advisers, LLC | 257,827 | – | $3.34M | −327,937 | 0.32% |
| LPL Financial LLC | 253,225 | – | $3.28M | +9,577 | 0.00% |
| Guggenheim Capital LLC | 249,297 | – | $3.23M | +8,294 | 0.02% |
| Cohen & Steers, Inc. | 237,308 | – | $3.08M | +10,000 | 0.00% |
| Raymond James Financial Inc | 226,967 | – | $2.94M | +15,913 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 173,666 | – | $2.25M | +85,739 | 0.00% |
| Harbour Investments, Inc. | 155,961 | – | $2.02M | +18,082 | 0.03% |
| Private Advisor Group, LLC | 153,064 | – | $1.98M | +13,150 | 0.01% |
| Royal Bank of Canada | 138,062 | – | $1.79M | −100 | 0.00% |
| Ameriprise Financial Inc | 122,132 | – | $1.58M | +51,679 | 0.00% |
| Osaic Holdings, Inc. | 118,130 | – | $1.53M | +26,978 | 0.00% |
| Yakira Capital Management, Inc. | 112,169 | – | $1.45M | −188,977 | 0.41% |
| Wolverine Asset Management LLC | 98,402 | – | $1.28M | New | 0.01% |
| Sterneck Capital Management, LLC | 97,309 | – | $1.26M | +2,016 | 0.54% |
| First Trust Advisors LP | 95,004 | – | $1.23M | +25,800 | 0.00% |
| Chicago Partners Investment Group LLC | 94,644 | – | $1.22M | +1,571 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | 11M | 14 / 35 | 17 / 16 | 1M | 1M |
| Q1 2026 | 91 | 11M | 23 / 34 | 16 / 9 | 7M | 0M |
| Q4 2025 | 80 | 5M | 18 / 23 | 22 / 5 | 0M | 0M |
| Q3 2025 | 68 | 5M | 5 / 24 | 21 / 9 | 0M | 1M |
| Q2 2025 | 73 | 5M | 11 / 21 | 20 / 7 | 1M | 0M |
| Q1 2025 | 69 | 5M | 9 / 21 | 22 / 17 | 0M | 1M |
| Q4 2024 | 77 | 6M | 17 / 25 | 19 / 12 | 1M | 1M |
| Q3 2024 | 74 | 6M | 13 / 18 | 23 / 11 | 1M | 3M |
| Q2 2024 | 72 | 8M | 8 / 21 | 28 / 10 | 0M | 5M |
| Q1 2024 | 74 | 13M | 8 / 32 | 20 / 10 | 2M | 1M |
| Q4 2023 | 76 | 11M | 14 / 20 | 28 / 5 | 3M | 0M |
| Q3 2023 | 68 | 9M | 11 / 16 | 27 / 16 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
6 funds held JRI in Q2 2026, 8% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of JRI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Amplify CEF High Income ETF | 780,583 | – | $10.12M | 1.40% | Jun 30, 2026 |
| First Trust Income Opportunities ETF | 60,786 | – | $785.36K | 0.99% | May 31, 2026 |
| Absolute Cef Opportunities | 18,580 | – | $240.80K | 4.93% | Jun 30, 2026 |
| Multi-Hedge Strategies Fund | 226 | – | $2.93K | 0.01% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 80 | – | $1.04K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Parth Doshi | Vice President | – | Sep 1, 2026 |
| Nathaniel T. Jones | Vice President | 1,750 | Mar 18, 2026 |
| David J. Lamb | Chief Administrative Officer | 9,917 | Mar 17, 2026 |
| Joseph Castro | EVP, Chief Risk & Compliance | – | Feb 23, 2026 |
| Robert Tanner Page | VP and Treasurer | – | Feb 20, 2026 |
| Marc Cardella | VP and Controller | – | Dec 3, 2024 |
| James Shung-ook Kim | – | – | Feb 21, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Nathaniel T. Jones Vice President | Mar 16, 2026 | Option exercise | +750 | $12.40 | $9.30K | 1,750 |
| David J. Lamb Chief Administrative Officer | Mar 13, 2026 | Option exercise | +1,968 | $12.40 | $24.40K | 9,917 |
| Nathaniel T. Jones Vice President and Treasurer | Apr 4, 2024 | Buy | +1,000 | $11.60 | $11.60K | 1,000 |
| Gifford R. Zimmerman Secretary | Dec 4, 2019 | Sale | −1,804 | $18.10 | $32.65K | 0 |
| Jeffrey T. Schmitz – | Jul 25, 2018 | Buy | +2,575 | $16.33 | $42.05K | 7,975 |
| David J. Lamb Vice President | Sep 11, 2017 | Other | +2,992.45 | – | – | 2,992 |
| Nuveen Fund Advisors, LLC – | Sep 11, 2017 | Other | +1 | – | – | 1 |
| Gifford R. Zimmerman Chief Administrative Officer | Sep 11, 2017 | Other | +1,804.49 | – | – | 1,804 |
| Nuveen Fund Advisors, LLC – | May 11, 2017 | Sale | −5,250 | $17.29 | $90.77K | 0 |
| John G. Wenker – | Dec 16, 2014 | Buy | +1,000 | $18.78 | $18.78K | 13,150 |
| John G. Wenker – | Dec 16, 2014 | Buy | +1,600 | $18.78 | $30.05K | 12,150 |
| John G. Wenker – | Jun 14, 2013 | Buy | +4,000 | $18.60 | $74.40K | 10,550 |
| Jeffrey T. Schmitz – | Jun 12, 2013 | Buy | +3,400 | $18.70 | $63.58K | 5,400 |
| Jay L. Rosenberg – | Jun 3, 2013 | Buy | +1,300 | $18.90 | $24.57K | 3,634 |
| Jay L. Rosenberg – | Jun 3, 2013 | Buy | +700 | $18.90 | $13.23K | 5,334 |
| Jay L. Rosenberg – | Jun 3, 2013 | Buy | +1,000 | $19.05 | $19.05K | 4,634 |
| Jay L. Rosenberg – | Dec 10, 2012 | Buy | +537 | $18.60 | $9.99K | 2,334 |
| Jay L. Rosenberg – | Dec 10, 2012 | Buy | +1,797 | $18.63 | $33.48K | 1,797 |
| John G. Wenker – | Dec 5, 2012 | Buy | +2,800 | $18.70 | $52.36K | 6,550 |
| Jeffrey T. Schmitz – | Jun 26, 2012 | Buy | +2,000 | $17.70 | $35.40K | 2,000 |
| John G. Wenker – | Jun 21, 2012 | Buy | +3,750 | $17.99 | $67.46K | 3,750 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Nuveen Real Asset Income & Growth Fund's stock actually held short. Settlement fails (shares not delivered on time) peaked at 821 shares on Oct 9, 2026 over the last 90 days.
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