MetaCap

Who Owns Nuveen Real Asset Income and Growth Fund Stock?

NYSE: JRIFinanceFinance CompaniesUSD

10.62+0.11 (+1.05%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
30.12%
Institutional holders
95
  • Institutions 30.1%
  • Insiders 0.0%
  • Public and other 69.9%

Who owns Nuveen Real Asset Income and Growth Fund stock?

Institutional investors own about 30.1% of Nuveen Real Asset Income and Growth Fund's shares, spread across 95 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of JRI.

The largest institutional holders are SIT Investment Associates Inc (15.75%), Morgan Stanley (5.98%) and Penserra Capital Management LLC (2.86%). Together, the top 10 institutions control 31.0% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their JRI positions and 2 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of JRI

Nuveen Real Asset Income and Growth Fund top institutional holders
InstitutionShares% HeldChange
SIT Investment Associates Inc4.32M15.75%-1.1%
Morgan Stanley1.64M5.98%+1.3%
Penserra Capital Management LLC784.32K2.86%+4.0%
Wells Fargo & Company384.42K1.40%+0.8%
Absolute Investment Advisers, Llc257.83K0.94%-56.0%
LPL Financial LLC253.22K0.92%+3.9%
Guggenheim Capital, LLC249.30K0.91%+3.4%
Cohen & Steers Inc.237.31K0.87%+4.4%
Raymond James Financial, Inc.226.97K0.83%+7.5%
Harbour Investments, Inc.155.96K0.57%+13.1%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of JRI

Nuveen Real Asset Income and Growth Fund top fund holders
FundShares% Held
Amplify ETF Trust-Amplify CEF High Income ETF780.58K2.85%
Cohen & Steers Closed-End Opportunity Fund, Inc.237.31K0.87%
First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF67.43K0.25%
Unified Series Trust-Absolute CEF Opportunities11.52K0.04%
Rydex Variable Trust-Multi-Hedge Strategies Fund2260.00%
Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund800.00%

Frequently asked questions

Who is the largest shareholder of Nuveen Real Asset Income and Growth Fund?

SIT Investment Associates Inc is the largest institutional shareholder of JRI, owning 15.75% of shares outstanding (4.32M shares) as of its latest 13F filing.

What percentage of Nuveen Real Asset Income and Growth Fund is owned by institutions?

Institutions own about 30.1% of JRI shares and 30.1% of the public float.

How much of Nuveen Real Asset Income and Growth Fund do insiders own?

Insiders, such as officers and directors, own about 0.00% of JRI shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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