Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN REAL ASSET INCOME & G (JRI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — JRI

Based on 74 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
74 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JRI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

38 buying27 selling
Last quarter: 38 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new JRI position: 7 → 11 → 6 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 19% medium 23% new
43 out of 74 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.
📈

Growing discovery — still being found

16 → 7 → 11 → 6 → 16 new funds/Q
New funds entering each quarter: 7 → 11 → 6 → 16. A growing number of institutions are discovering JRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 9% 1-2yr 23% new
Of 74 current holders: 50 (68%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
8 of 74 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: JRI
2026 Q1 Stats Unlock in 18 days 74 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 74 64 15.62%
13F Shares 5M 5M 2.48%
Total Value $68M $69M -1.92%
New Positions 16 6 +10
Increased Positions 22 27 -5
Closed Positions 6 9 -3
Reduced Positions 21 13 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JRI

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Institutional Holders (2026 Q1)

74 + investors

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

Top 25 institutional holders of JRI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABSOLUTE INVESTMENT ADVISERS, LLC 0.85% 585,764 $7.2M
2 Sterneck Capital Management, LLC 0.53% 95,293 $1.2M
3 Catalina Capital Group, LLC 0.10% 13,659 $168K
4 Abel Hall, LLC 0.09% 33,000 $406K
5 MELFA WEALTH MANAGEMENT, INC. 0.09% 12,098 $149K
6 Patriot Financial Group Insurance Agency, LLC 0.03% 46,256 $569K
7 SeaCrest Wealth Management, LLC 0.03% 24,229 $298K
8 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% 40,440 $497K
9 GILL CAPITAL PARTNERS, LLC 0.02% 4,819 $59K
10 WPG Advisers, LLC 0.02% 1,781 $22K
11 Clear Creek Financial Management, LLC 0.01% 15,002 $185K
12 Sowell Financial Services LLC 0.01% 30,507 $375K
13 EVOLVE PRIVATE WEALTH, LLC 0.01% 15,181 $187K
14 B. Riley Wealth Advisors, Inc. 0.01% 10,803 $129K
15 Private Advisor Group, LLC 0.01% 139,914 $1.7M
16 CoreCap Advisors, LLC 0.01% 16,481 $203K
17 OPPENHEIMER & CO INC 0.00% 31,220 $384K
18 Capital Investment Advisors, LLC 0.00% 18,592 $229K
19 FNY Investment Advisers, LLC 0.00% 700
20 Cambridge Investment Research Advisors, Inc. 0.00% 87,927 $1K
21 DAVENPORT & Co LLC 0.00% 38,086 $468K
22 First PREMIER Bank 0.00% 825
23 Community Financial Services Group, LLC 0.00% 1,000 $13K
24 Merit Financial Group, LLC 0.00% 13,552 $167K
25 PARK AVENUE SECURITIES LLC 0.00% 10,595
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 58% buying: Last quarter: 38 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JRI holders?

Elite ownership — 41% AUM from top-100 funds: 8 of 74 holders are among the 100 largest funds by AUM, controlling 41% 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?

58% of holders stayed for 2+ years: 43 out of 74 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.

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.