Nuveen Real Asset Inc. & GRWJRI

13F holders, Q4 2024 (December 31)
77holders +3
14new positions
12sold out
$12.13avg. 13F price*

At the end of Q4 2024, 77 institutions reported holding Nuveen Real Asset Inc. & GRW (JRI) in their 13F filings, up 3 from Q3 2024. 14 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($19.2M), Penserra Capital Management LLC ($9.9M) and Sit Investment Associates Inc. ($4.9M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$1.3M
Exits12$11.0M

All 13F filers, Q3 2024 → Q4 2024: 408,915 shares bought and 1,179,458 shares sold, net −770,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Reduce -14.2% 1,581,114 $19.2M
Penserra Capital Management LLC 0.18% Add +6.7% 813,027 $9.9M
Sit Investment Associates Inc. 0.11% Reduce -10.6% 405,052 $4.9M
Wells Fargo & Company 0.00% Add +27.2% 331,783 $4.0M
Raymond James Financial Inc. 0.00% — 248,428 $3.0M
LPL Financial LLC 0.00% Add +6.2% 159,126 $1.9M
Private Advisor Group, LLC 0.01% Add +3.9% 147,396 $1.8M
Consolidated Portfolio Review Corp 0.28% Add +4.5% 144,292 $1.8M
Osaic Holdings, Inc. 0.00% Add +31.2% 141,580 $1.7M
Cohen & Steers, Inc. 0.00% No change 137,846 $1.7M
First Trust Advisors LP 0.00% Add +3.1% 118,943 $1.4M
UBS Group AG 0.00% Add +18.1% 116,308 $1.4M
Prevail Innovative Wealth Advisors, LLC 0.35% Add +59.7% 100,839 $1.2M
Guggenheim Capital LLC 0.01% Add +101.6% 73,585 $893K
Steward Partners Investment Advisory, LLC 0.01% Add +0.7% 71,589 $868K
Camelot Portfolios, LLC 0.91% Reduce -10.2% 69,153 $839K
Harbour Investments, Inc. 0.02% Add +18.8% 59,985 $728K
Bank of America Corp. 0.00% Add +0.2% 52,505 $637K
Shaker Financial Services, LLC 0.22% Reduce -1.8% 47,330 $574K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.6% 43,726 $530K
Mariner, LLC 0.00% Reduce -13.5% 43,693 $530K
Cetera Investment Advisers 0.00% Add +8.1% 42,880 $520K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.8% 42,415 $514K
Choreo, LLC 0.01% Reduce -7.8% 41,897 $507K
Chicago Partners Investment Group LLC 0.02% Add +10.7% 39,740 $486K
Ameriprise Financial Inc. 0.00% Reduce -12.6% 36,705 $445K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.4% 34,915 $424K
NewEdge Advisors, LLC 0.00% Reduce -2.4% 30,364 $368K
Sowell Financial Services LLC 0.02% Add +0.8% 29,593 $359K
DAVENPORT & Co LLC 0.00% Reduce -30.4% 29,575 $359K
Advisors Asset Management, Inc. 0.01% Reduce -38.0% 27,559 $334K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -2.6% 23,534 $285K
Advisory Services Network, LLC 0.01% Add +3.3% 22,414 $272K
1776 Wealth LLC 0.12% No change 21,956 $266K
Sanctuary Advisors, LLC 0.00% Reduce -14.9% 21,037 $264K
Capital Investment Advisors, LLC 0.01% Add +1.1% 21,748 $264K
Modern Wealth Management, LLC 0.01% New 21,614 $262K
CoreCap Advisors, LLC 0.01% Reduce -7.0% 19,931 $242K
Royal Bank of Canada 0.00% Add +0.3% 18,834 $228K
World Investment Advisors 0.01% Add +37.3% 18,398 $223K
Corient Private Wealth LP 0.00% New 15,031 $182K
Financial Security Advisor, Inc. 0.04% New 14,504 $176K
Jane Street Group, LLC 0.00% New 13,497 $164K
Catalina Capital Group, LLC 0.05% Add +1.2% 13,373 $162K
Melfa Wealth Management, Inc. 0.10% No change 12,098 $147K
Commonwealth Equity Services, LLC 0.00% Add +6.0% 12,021 $146K
Gill Capital Partners, LLC 0.05% No change 11,932 $145K
Park Avenue Securities LLC 0.00% Reduce -9.9% 11,101 $135K
Envestnet Asset Management Inc. 0.00% New 10,518 $128K
HighTower Advisors, LLC 0.00% No change 10,306 $125K
Worth Asset Management, LLC 0.07% New 10,095 $122K
Elequin Capital, LP 0.02% New 8,381 $102K
Wolverine Asset Management LLC 0.01% New 7,900 $96K
Principal Securities, Inc. 0.00% Add +5.5% 6,714 $81K
Allworth Financial LP 0.00% No change 6,001 $75K
Van Hulzen Asset Management, LLC 0.00% New 3,906 $47K
MAI Capital Management 0.00% New 3,700 $45K
Barrett & Company, Inc. 0.02% No change 3,250 $39K
Larson Financial Group LLC 0.00% Add +151.4% 2,675 $32K
WPG Advisers, LLC 0.02% — 2,119 $26K
Comerica Bank 0.00% Reduce -4.6% 1,563 $19K
Geneos Wealth Management Inc. 0.00% Reduce -10.7% 1,434 $17K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 1,215 $15K
First PREMIER Bank 0.00% No change 825 $10K
Hollencrest Capital Management 0.00% No change 631 $8K
Fortis Group Advisors, LLC 0.00% No change 617 $7K
Atticus Wealth Management, LLC 0.00% No change 591 $7K
Cwm, LLC 0.00% No change 489 $6K
Synergy Asset Management, LLC 0.00% New 365 $5K
Stephens Consulting, LLC 0.00% No change 409 $5K
Duncker Streett & Co. Inc. 0.00% No change 335 $4K
PNC Financial Services Group, Inc. 0.00% No change 323 $4K
Ancora Advisors LLC 0.00% New 277 $3K
National Bank of Canada 0.00% New 147 $2K
Coppell Advisory Solutions LLC 0.00% New 105 $1K
JPMorgan Chase & Co. 0.00% No change 50 $607
Assetmark, Inc. 0.00% No change 33 $400

"% 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.