JRI Institutional Ownership & Shareholders
NUVEEN REAL ASSET INC & GRW (JRI) is currently held by 83 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $139.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of JRI tracked by InsiderSet, reporting ownership valued at approximately $55.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.66M, representing an estimated loss of -13.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed JRI value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Morgan Stanley, Penserra Capital Management Llc, and several other long-term asset managers with concentrated positions in NUVEEN REAL ASSET INC & GRW (JRI).
This page ranks the largest institutional JRI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$139.97M
Largest Holder
Sit Investment Associates Inc
Largest Position
$55.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1.06% | 4,317,631 | $55,956,000 | $48,659,701 | -$7,296,299 | -13.04% | |
| Morgan Stanley | 0.00% | 1,638,606 | $21,236,363 | $18,467,090 | -$2,769,273 | -13.04% | |
| Penserra Capital Management Llc | 0.08% | 784,321 | $10,164,000 | $8,839,298 | -$1,324,702 | -13.03% | |
| Wells Fargo & Company/Mn | 0.00% | 384,424 | $4,982,135 | $4,332,458 | -$649,677 | -13.04% | |
| Lpl Financial Llc | 0.00% | 253,225 | $3,281,797 | $2,853,846 | -$427,951 | -13.04% | |
| Guggenheim Capital Llc | 0.02% | 249,297 | $3,230,889 | $2,809,577 | -$421,312 | -13.04% | |
| Cohen & Steers, Inc. | 0.00% | 237,308 | $3,076,000 | $2,674,461 | -$401,539 | -13.05% | |
| Raymond James Financial Inc | 0.00% | 226,967 | $2,941,491 | $2,557,918 | -$383,573 | -13.04% | |
| Advisors Asset Management, Inc. | 0.04% | 163,797 | $2,640,408 | $1,845,992 | -$794,416 | -30.09% | |
| Absolute Investment Advisers, Llc | 0.19% | 190,013 | $2,046,440 | $2,141,447 | +$95,007 | +4.64% | |
| Harbour Investments, Inc. | 0.03% | 155,961 | $2,021,257 | $1,757,680 | -$263,577 | -13.04% | |
| Private Advisor Group, Llc | 0.01% | 153,064 | $1,983,705 | $1,725,031 | -$258,674 | -13.04% | |
| Royal Bank Of Canada | 0.00% | 138,062 | $1,789,000 | $1,555,959 | -$233,041 | -13.03% | |
| Ameriprise Financial Inc | 0.00% | 122,132 | $1,582,834 | $1,376,428 | -$206,406 | -13.04% | |
| Osaic Holdings, Inc. | 0.00% | 118,130 | $1,531,129 | $1,331,325 | -$199,804 | -13.05% | |
| Yakira Capital Management, Inc. | 0.43% | 112,169 | $1,453,710 | $1,264,145 | -$189,565 | -13.04% | |
| Wolverine Asset Management Llc | 0.02% | 98,402 | $1,275,290 | $1,108,991 | -$166,299 | -13.04% | |
| Sterneck Capital Management, Llc | 0.54% | 97,309 | $1,261,130 | $1,096,672 | -$164,458 | -13.04% | |
| First Trust Advisors Lp | 0.00% | 95,004 | $1,231,251 | $1,070,695 | -$160,556 | -13.04% | |
| Bank Of America Corp | 0.00% | 88,967 | $1,153,010 | $1,002,658 | -$150,352 | -13.04% | |
| Rockefeller Capital Management L.P. | 0.00% | 73,726 | $955,489 | $830,892 | -$124,597 | -13.04% | |
| Chicago Partners Investment Group Llc | 0.02% | 80,761 | $868,183 | $910,176 | +$41,993 | +4.84% | |
| Advisory Services Network, Llc | 0.01% | 63,366 | $821,224 | $714,135 | -$107,089 | -13.04% | |
| Closed-End Fund Advisors, Inc. | 0.78% | 61,800 | $800,928 | $696,486 | -$104,442 | -13.04% | |
| Corecap Advisors, Llc | 0.02% | 69,405 | $747,492 | $782,194 | +$34,702 | +4.64% | |
| Newedge Advisors, Llc | 0.00% | 56,714 | $735,010 | $639,167 | -$95,843 | -13.04% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 50,275 | $651,564 | $566,599 | -$84,965 | -13.04% | |
| Quarry Lp | 0.10% | 49,329 | $639,303 | $555,938 | -$83,365 | -13.04% | |
| Ubs Group Ag | 0.00% | 48,423 | $627,562 | $545,727 | -$81,835 | -13.04% | |
| Cetera Investment Advisers | 0.00% | 47,327 | $613,365 | $533,375 | -$79,990 | -13.04% | |
| Jpmorgan Chase & Co | 0.00% | 40,365 | $519,094 | $454,914 | -$64,180 | -12.36% | |
| Nations Financial Group Inc | 0.02% | 39,440 | $511,150 | $444,489 | -$66,661 | -13.04% | |
| Abel Hall, Llc | 0.06% | 33,000 | $355,410 | $371,910 | +$16,500 | +4.64% | |
| Sowell Financial Services Llc | 0.01% | 30,961 | $333,448 | $348,930 | +$15,482 | +4.64% | |
| Oppenheimer & Co Inc | 0.00% | 29,991 | $323,003 | $337,999 | +$14,996 | +4.64% | |
| Davenport & Co Llc | 0.00% | 29,333 | $315,919 | $330,583 | +$14,664 | +4.64% | |
| Choreo, Llc | 0.00% | 28,785 | $313,979 | $324,407 | +$10,428 | +3.32% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 25,588 | $275,584 | $288,377 | +$12,793 | +4.64% | |
| 1776 Wealth Llc | 0.09% | 20,756 | $268,998 | $233,920 | -$35,078 | -13.04% | |
| Alteri Wealth Llc | 0.07% | 19,544 | $253,287 | $220,261 | -$33,026 | -13.04% | |
| Mariner, Llc | 0.00% | 19,363 | $250,944 | $218,221 | -$32,723 | -13.04% | |
| Seacrest Wealth Management, Llc | 0.03% | 22,680 | $244,264 | $255,604 | +$11,340 | +4.64% | |
| Modern Wealth Management, Llc | 0.00% | 18,040 | $233,798 | $203,311 | -$30,487 | -13.04% | |
| Citadel Advisors Llc | 0.00% | 17,623 | $228,394 | $198,611 | -$29,783 | -13.04% | |
| Baird Financial Group, Inc. | 0.00% | 17,514 | $226,981 | $197,383 | -$29,598 | -13.04% | |
| Imc-Chicago, Llc | 0.00% | 16,409 | $212,661 | $184,929 | -$27,732 | -13.04% | |
| Evolve Private Wealth, Llc | 0.01% | 14,545 | $190,451 | $163,922 | -$26,529 | -13.93% | |
| Capital Investment Advisors, Llc | 0.00% | 17,137 | $184,565 | $193,134 | +$8,569 | +4.64% | |
| Merit Financial Group, Llc | 0.00% | 14,239 | $184,537 | $160,474 | -$24,063 | -13.04% | |
| Jane Street Group, Llc | 0.00% | 13,680 | $177,293 | $154,174 | -$23,119 | -13.04% |
Frequently asked questions about JRI
Who are the largest institutional holders of JRI?
The largest institutional holders of JRI reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Morgan Stanley, Penserra Capital Management Llc, Wells Fargo & Company/Mn, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported JRI position.
What is JRI institutional ownership?
This page tracks JRI positions reported by institutional investment managers through SEC Form 13F. NUVEEN REAL ASSET INC & GRW (JRI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JRI?
InsiderSet currently tracks 83 institutional managers reporting JRI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JRI shareholders.
How much JRI stock do institutions own?
Institutional investment managers disclosed approximately $139.97M in JRI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JRI institutional ownership last updated?
The latest JRI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JRI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JRI position after the reporting date.
Are institutions buying or selling JRI?
Institutional buying and selling can be analyzed by comparing JRI positions across consecutive 13F reporting periods. InsiderSet's JRI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JRI ownership changes.
How has JRI institutional ownership changed over time?
InsiderSet tracks JRI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.