JRI β€” Nuveen Real Asset Income and Growth

Ownership history in Financial Security Advisor, Inc.  Β·  2 quarters on record

AI Ownership Summary

Financial Security Advisor, Inc. reported Nuveen Real Asset Income and Growth (JRI) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows JRI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Security Advisor, Inc.'s position in Nuveen Real Asset Income and Growth, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JRI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Security Advisor, Inc. held JRI β€” position size vs. price
% of Fund (quarterly)    JRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,519 -985 -6.8% 0.04% $184K 2026-02-14 (Est.) $13.11
2024 Q4 INITIATED 14,504 β€” β€” 0.04% $176K 2025-02-05 $11.06

FAQ About Financial Security Advisor, Inc. and JRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Security Advisor, Inc. reported owning JRI?

Financial Security Advisor, Inc. reported JRI across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported JRI position in Financial Security Advisor, Inc.'s portfolio?

The largest reported portfolio weight for JRI was 0.04% in 2024 Q4.

What is the latest reported JRI position on this page?

The most recent filing on this page is 2025 Q4, when Financial Security Advisor, Inc. reported 13,519 shares, equal to 0.04% of portfolio, with an estimated market value of $184K.

What does the chart on this JRI ownership page compare?

The chart compares Financial Security Advisor, Inc.'s quarterly JRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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