First Trust entities file 13G/A: 1.52M shares in Nuveen (NYSE: JRI)
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.
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Key Figures
Beneficial ownership: 1,515,614 shares
Percent of class: 4.19%
Shared dispositive power: 1,515,614 shares
+3 more
6 metrics
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
Key Terms
Schedule 13G/A, shared dispositive power, beneficial ownership, Rule 13d-1(k)(1)
4 terms
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.
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.
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.
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.