Nuveen Real Asset Inc. & GRWJRI

13F holders, Q3 2024 (September 30)
74holders +2
14new positions
11sold out
$13.70avg. 13F price*

At the end of Q3 2024, 74 institutions reported holding Nuveen Real Asset Inc. & GRW (JRI) in their 13F filings, up 2 from Q2 2024. 14 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($25.2M), Penserra Capital Management LLC ($10.4M) and Saba Capital Management, L.P. ($7.3M).

Company
Nuveen Real Asset Inc. & GRW
CUSIP
67074Y105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 74Q1 2024Q2 2024: 72Q2 2024Q3 2024: 74Q3 2024Q4 2024: 77Q4 2024Q1 2025: 69Q1 2025Q2 2025: 73Q2 2025Q3 2025: 68Q3 2025Q4 2025: 80Q4 2025Q1 2026: 91Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$14.7M
Exits11$4.4M

All 13F filers, Q2 2024 → Q3 2024: 1,236,460 shares bought and 2,794,980 shares sold, net −1,558,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Morgan Stanley 0.00% Reduce -3.2% 1,842,969 $25.2M
Penserra Capital Management LLC 0.23% New 762,364 $10.4M
Saba Capital Management, L.P. 0.16% Reduce -79.5% 533,536 $7.3M
Sit Investment Associates Inc. 0.14% Reduce -16.7% 453,187 $6.2M
Wells Fargo & Company 0.00% Add +8.5% 260,910 $3.6M
NorthCoast Asset Management LLC 0.02% New 226,043 $3.1M
LPL Financial LLC 0.00% Add +46.0% 149,777 $2.0M
Private Advisor Group, LLC 0.01% Reduce -15.7% 141,893 $1.9M
Consolidated Portfolio Review Corp 0.42% Add +2.3% 138,069 $1.9M
Cohen & Steers, Inc. 0.00% No change 137,846 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.1% 128,708 $1.8M
First Trust Advisors LP 0.00% Reduce -2.5% 115,408 $1.6M
Osaic Holdings, Inc. 0.00% Add +11.9% 107,878 $1.5M
Raymond James & Associates 0.00% Add +15.1% 106,893 $1.5M
UBS Group AG 0.00% Add +12.6% 98,500 $1.3M
Camelot Portfolios, LLC 1.04% Reduce -31.9% 77,018 $1.1M
Steward Partners Investment Advisory, LLC 0.01% No change 71,089 $972K
Prevail Innovative Wealth Advisors, LLC 0.26% Add +82.3% 63,142 $863K
Ameriprise Financial Inc. 0.00% Reduce -35.8% 41,994 $848K
Bank of America Corp. 0.00% Reduce -1.5% 52,386 $716K
Mariner, LLC 0.00% Reduce -7.4% 50,499 $690K
Harbour Investments, Inc. 0.02% Add +0.1% 50,499 $690K
Shaker Financial Services, LLC 0.25% New 48,198 $665K
Choreo, LLC 0.01% Reduce -3.6% 45,455 $615K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.1% 44,531 $609K
Advisors Asset Management, Inc. 0.01% Reduce -36.1% 44,449 $608K
Nations Financial Group Inc, /Ia/ 0.04% Add +7.5% 43,450 $594K
DAVENPORT & Co LLC 0.00% Add +26.6% 42,505 $581K
Cetera Investment Advisers 0.00% Add +0.2% 39,672 $542K
Guggenheim Capital LLC 0.00% Reduce -0.8% 36,505 $499K
Atria Wealth Solutions, Inc. 0.01% Reduce -7.0% 35,071 $484K
Chicago Partners Investment Group LLC 0.02% Add +3.8% 35,908 $469K
NewEdge Advisors, LLC 0.00% Add +0.7% 31,109 $425K
Sowell Financial Services LLC 0.02% Reduce -7.7% 29,351 $405K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +12.2% 24,174 $330K
Sanctuary Advisors, LLC 0.00% Reduce -11.9% 24,720 $327K
1776 Wealth LLC 0.14% No change 21,956 $300K
Capital Investment Advisors, LLC 0.01% Reduce -1.5% 21,522 $294K
CoreCap Advisors, LLC 0.01% Add +19.5% 21,431 $293K
Advisory Services Network, LLC 0.01% No change 21,705 $264K
Royal Bank of Canada 0.00% Reduce -68.9% 18,781 $257K
Segall Bryant & Hamill, LLC 0.00% New 15,031 $205K
Oppenheimer & Co. Inc. 0.00% Reduce -15.9% 13,500 $185K
World Investment Advisors 0.01% New 13,398 $183K
Catalina Capital Group, LLC 0.06% No change 13,218 $181K
NWF Advisory Services Inc. 0.02% No change 12,463 $170K
Park Avenue Securities LLC 0.00% Reduce -0.1% 12,323 $168K
Melfa Wealth Management, Inc. 0.11% No change 12,098 $165K
Gill Capital Partners, LLC 0.06% No change 11,932 $163K
Commonwealth Equity Services, LLC 0.00% Reduce -13.6% 11,343 $155K
HighTower Advisors, LLC 0.00% New 10,306 $140K
Principal Securities, Inc. 0.00% Add +1.0% 6,367 $87K
Allworth Financial LP 0.00% No change 6,001 $82K
Barrett & Company, Inc. 0.02% No change 3,250 $44K
Comerica Bank 0.00% Reduce -3.1% 1,638 $22K
Geneos Wealth Management Inc. 0.00% New 1,605 $22K
Uncommon Cents Investing LLC 0.00% New 1,151 $16K
Larson Financial Group LLC 0.00% No change 1,064 $15K
Future Financial Wealth Managment LLC 0.01% New 922 $13K
First PREMIER Bank 0.00% No change 825 $11K
FNY Investment Advisers, LLC 0.00% New 700 $9K
Hollencrest Capital Management 0.00% No change 631 $9K
Fortis Group Advisors, LLC 0.00% No change 617 $8K
Atticus Wealth Management, LLC 0.00% No change 591 $8K
Cwm, LLC 0.00% New 489 $7K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -98.4% 504 $7K
Hoey Investments, Inc. 0.00% No change 504 $6K
Stephens Consulting, LLC 0.00% No change 409 $6K
US Bancorp \de 0.00% No change 400 $5K
Duncker Streett & Co. Inc. 0.00% No change 335 $5K
PNC Financial Services Group, Inc. 0.00% New 323 $4K
International Assets Investment Management, LLC 0.00% No change 200 $3K
JPMorgan Chase & Co. 0.00% New 50 $684
Assetmark, Inc. 0.00% No change 33 $451

"% of holder's portfolio" is JRI's weight in each manager's 13F, not the share of Nuveen Real Asset Inc. & GRW the manager owns.