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First Trust entities file 13G/A: 1.52M shares in Nuveen (NYSE: JRI)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Nuveen Real Asset Income and Growth Fund ownership disclosure: 1,515,614 shares of Common stock are reported as beneficially owned, representing 4.19% of the class. The filing is a joint Schedule 13G/A by First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation, filed pursuant to Rule 13d-1(k)(1). The filing states that shared dispositive power is held over the reported shares and that the reporting persons disclaim beneficial ownership of the identified shares.

Positive

  • None.

Negative

  • None.
Beneficial ownership 1,515,614 shares Amount beneficially owned reported in Item 4
Percent of class 4.19% Percent of class reported in Item 4
Shared dispositive power 1,515,614 shares Shared power to dispose reported in Item 4(iv)
Shared voting power 69,204 shares Shared power to vote reported in Item 4(ii)
CUSIP 67074Y105 CUSIP reported in Item 2(e)
Filing signatory date 04/30/2026 Signatures dated at end of filing
Schedule 13G/A regulatory
"This filing is jointly filed by The Charger Corporation, First Trust Portfolios L.P."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
shared dispositive power financial
"Shared power to dispose or to direct the disposition of: 1,515,614"
beneficial ownership regulatory
"Amount beneficially owned: 1,515,614 (b) Percent of class: 4.19 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Rule 13d-1(k)(1) regulatory
"This filing is jointly filed... pursuant to Rule 13d-1(k)(1)."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does First Trust report in Nuveen Real Asset Income and Growth Fund (JRI)?

They report beneficial ownership of 1,515,614 shares, equal to 4.19%. The Schedule 13G/A lists 1,515,614 shares and the percent of class as 4.19%, with shared dispositive power noted in Item 4.

Who filed the Schedule 13G/A for JRI and why is it joint?

First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed jointly. The Charger Corporation is the general partner of the First Trust entities and the filing is made pursuant to Rule 13d-1(k)(1) as a coordinated disclosure.

How much voting power do the filers report for JRI shares?

The filers report 69,204 shares of shared voting power and 0 shares of sole voting power. Item 4 shows shared voting power as 69,204 and sole voting power as 0 for the reported beneficial position.

Do the reporting persons claim direct beneficial ownership of the reported shares?

No — each reporting person disclaims beneficial ownership of the shares identified in the filing. The text states that First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation disclaim beneficial ownership of the reported shares.

What CUSIP and class are reported in this Schedule 13G/A for JRI?

The filing reports Common stock with CUSIP 67074Y105. Item 2(d) lists the title of the class as Common and Item 2(e) provides the CUSIP number 67074Y105.





67074Y105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



First Trust Portfolios L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:04/30/2026
First Trust Advisors L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:04/30/2026
The Charger Corporation
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer and Treasurer
Date:04/30/2026
Exhibit Information

Please see Exhibit 99.1 for Joint Filing Agreement