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Nuveen Real shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Nuveen Real (JRI) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Nuveen Real

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Real held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Real by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 19k 14.25
2025-06-30 $291k 22k 13.50
2025-03-31 $279k 22k 12.94
2024-12-31 $262k 22k 12.13

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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Nuveen Real

Morgan Stanley
Penserra Capital Management
Wells Fargo & Company
LPL Financial
Guggenheim Capital, LLC Managers
Private Advisor
Raymond James Financial
Prevail Innovative Wealth Advisors
Advisor Group Holdings
Cohen & Steers Capital Management
Royal Bank of Canada
First Trust Advisors
Chicago Partners Investment
Harbour Investments
Cambridge Investment Research Advisors

View all funds holding Nuveen Real