Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nuveen Real Asset Income & G (JRI)

91 + Investors. Track Smart Money conviction in JRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
69%

Smart Money Signals — JRI

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
91 hedge funds hold JRI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

57 buying26 selling
Last quarter: 57 funds were net buyers (24 opened a brand new position + 33 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new JRI position: 12 → 6 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 26% new
49 out of 91 hedge funds have held JRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +123%, value +3%

Value
+3%
Shares
+123%
Last quarter: funds added +123% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

8 → 12 → 6 → 16 → 24 new funds/Q
New funds entering each quarter: 12 → 6 → 16 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 8% 1-2yr ■ 27% new
Of 91 current holders: 59 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
10 of 91 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in JRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JRI

In 2026 Q1, 57 hedge funds were net buyers of JRI (24 opened a new position, 33 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in JRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: JRI

How many hedge funds hold JRI — quarterly history vs. share price
Quarterly hedge fund ownership of JRI vs. share price

Market Analysis: JRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Nuveen Real Asset Income & G (JRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JRI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
JRI
+2.6%
XLF
+1220.3%

JRI outperformed XLF by -1217.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JRI
-3.9%
XLF
+4.8%

Since the filing became public, JRI outperformed XLF by -8.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JRI
91 + Investors

Track Smart Money conviction in JRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 77 18.18%
13F Shares 11M 5M 123.35%
Total Value $71M $68M 3.29%
New Positions 24 16 +8
Increased Positions 33 22 +11
Closed Positions 10 6 +4
Reduced Positions 16 23 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JRI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JRI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JRI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yakira Capital Management, Inc. 1.08% 301,146 $3.7M
2 Absolute Investment Advisers, LLC 0.85% 585,764 $7.2M
3 Closed-End Fund Advisors, Inc. 0.72% 57,809 $711K
4 Sterneck Capital Management, LLC 0.53% 95,293 $1.2M
5 Almitas Capital LLC 0.31% 110,414 $1.4M
6 Quarry LP 0.14% 61,256 $753K
7 1776 Wealth LLC 0.10% 20,756 $255K
8 Catalina Capital Group, LLC 0.10% 13,659 $168K
9 Abel Hall, LLC 0.09% 33,000 $406K
10 Melfa Wealth Management, INC. 0.09% 12,098 $149K
11 Alteri Wealth LLC 0.08% 19,394 $239K
12 Patriot Financial Group Insurance Agency, LLC 0.03% 46,256 $569K
13 SeaCrest Wealth Management, LLC 0.03% 24,229 $298K
14 Chicago Partners Investment Group LLC 0.03% 93,073 $1.2M
15 Harbour Investments, INC. 0.03% 137,879 $1.7M
16 Nations Financial Group Inc, /Ia/ /Adv 0.03% 40,440 $497K
17 Guggenheim Capital LLC 0.02% 241,003 $3.0M
18 Gill Capital Partners, LLC 0.02% 4,819 $59K
19 Bensler, LLC 0.02% 13,155 $162K
20 WPG Advisers, LLC 0.02% 1,781 $22K
21 Readystate Asset Management LP 0.02% 28,818 $354K
22 NWF Advisory Services Inc. 0.02% 11,113 $137K
23 Clear Creek Financial Management, LLC 0.01% 15,002 $185K
24 Sowell Financial Services LLC 0.01% 30,507 $375K
25 Barrett & Company, INC. 0.01% 3,250 $40K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nuveen Real Asset Income & G (JRI)

What does the Smart Money Trend signal show for JRI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JRI?

More buyers than sellers — 69% buying: Last quarter: 57 funds were net buyers (24 opened a brand new position + 33 added to an existing one). Only 26 were sellers (16 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JRI holders?

Elite ownership — 47% AUM from top-100 funds: 10 of 91 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in JRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JRI?

54% of holders stayed for 2+ years: 49 out of 91 hedge funds have held JRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Nuveen Real Asset Income & G (JRI) following the 2026 Q1 hedge fund 13F filings?

As of today, JRI has moved -3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -8.7%. Since the quarter end (March 31, 2026), JRI has gained +2.6% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →