nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure. in partnership with advisors and consultants, we create outcome-focused solutions that help investors achieve a more secure financial future. recognized as a leader in income generation, alternative investments and responsible investing, nuveen has award-winning capabilities that span both public and private asset classes. our investment approach is fueled by diversity of thought and a network of specialized investment teams with independent processes and best-in-class expertise.as the investment manager of tiaa, we honor a 100-plus year legacy of service and innovation based on enduring principles established by john nuveen and andrew carnegie. inspired by their vision, backed by size and scale, and empowered by private ownership, we are uniquely positioned to contribute mea
Company profile
Ticker
JRI
Exchange
Employees
Incorporated
Location
SEC CIK
Corporate docs
JRI stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
16 Apr 24
DEFA14A
Additional proxy soliciting materials
25 Mar 24
DEFA14A
Additional proxy soliciting materials
20 Mar 24
N-CEN
Annual report (registered investment company)
15 Mar 24
DEFC14A
Proxy in contested solicitation
12 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
7 Mar 24
8-K
Regulation FD Disclosure
6 Mar 24
DEFC14A
Proxy in contested solicitation
5 Mar 24
PRRN14A
Revised preliminary proxy statement filed by non-management
1 Mar 24
PRE 14A
Preliminary proxy
28 Feb 24
Latest ownership filings
4
Nathaniel T. Jones
4 Apr 24
3
Mary Beth Ramsay
11 Mar 24
3
James N Nelson III
8 Mar 24
NPORT-P
Nuveen Real Asset Income and Growth Fund (Dec 2023 report)
27 Feb 24
SC 13G/A
MORGAN STANLEY
9 Feb 24
SC 13D/A
Saba Capital Management, L.P.
18 Jan 24
3
Michael A Forrester
11 Jan 24
3
LOREN M STARR
10 Jan 24
3
THOMAS J KENNY
10 Jan 24
3
Joseph A Boateng
10 Jan 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Nuveen Real Asset Income and Growth Fund | – | 1.68 | -3.18 | -4.68 | 503.28 mm | 412 | Sep 2023 |
Institutional ownership, Q3 2023
31.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 66 |
Opened positions | 11 |
Closed positions | 18 |
Increased positions | 15 |
Reduced positions | 27 |
13F shares | Current |
---|---|
Total value | 87.33 bn |
Total shares | 8.61 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
MS Morgan Stanley | 2.21 mm | $23.49 bn |
Saba Capital Management | 1.92 mm | $20.40 bn |
Cornerstone Advisors | 528.85 k | $5.62 bn |
Relative Value Partners | 490.07 k | $5.20 bn |
Sit Investment Associates | 295.08 k | $3.13 mm |
Advisors Asset Management | 213.02 k | $2.26 bn |
WFC Wells Fargo & Co. | 187.05 k | $1.99 bn |
CNH Partners | 185.70 k | $1.97 bn |
CNS Cohen & Steers | 180.56 k | $1.91 bn |
Advisor | 166.25 k | $1.77 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
4 Apr 24 | Nathaniel T. Jones | Common Stock | Buy | Acquire P | No | No | 11.6 | 1,000 | 11.60 k | 1,000 |