STOCK TITAN

Nuveen Real Asset: First Trust reports 4.24% stake

The reported 4.24% position falls within the stated ownership category of 5% or less of JRI’s class.

Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

For Nuveen Real Asset Income & Growth Fund, First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation jointly report 1,535,624 shares, or 4.24% of the class, in each person’s ownership row. Each reporting person disclaims beneficial ownership of the shares identified.

The report lists shared dispositive power over 1,433,510 shares for First Trust Portfolios and 1,535,624 shares for First Trust Advisors and The Charger Corporation. Shared voting power is listed as 102,114 shares for the latter two and zero for First Trust Portfolios.

Reported beneficial ownership 1,535,624 shares Listed in each of the three joint reporting persons’ ownership rows
Percent of class 4.24% Reported for each joint reporting person
Shared dispositive power 1,433,510 shares First Trust Portfolios L.P.
Shared dispositive power 1,535,624 shares First Trust Advisors L.P. and The Charger Corporation
Shared voting power 102,114 shares First Trust Advisors L.P. and The Charger Corporation
beneficial ownership regulatory
"disclaims beneficial ownership of the shares identified"
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.
shared dispositive power regulatory
"Shared power to dispose or to direct the disposition of"
unit investment trusts financial
"acts as sponsor of certain unit investment trusts"
A unit investment trust (UIT) is a pooled investment that sells investors fixed “units” representing a pre-selected, unchanging bundle of stocks, bonds or other securities held for a set period. Think of it like buying a pre-packed grocery basket that won’t be rearranged — you know exactly what you own and roughly when it will end. UITs matter to investors because they offer predictable holdings and income patterns, lower active management, and clear tax and fee implications compared with regularly traded funds.
Rule 13d-1(k)(1) regulatory
"jointly filed ... pursuant to Rule 13d-1(k)(1)"
Rule 12d1-4 regulatory
"Subject to the requirements of Rule 12d1-4"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many JRI shares did the First Trust entities report?

Each of First Trust Portfolios L.P., First Trust Advisors L.P. and The Charger Corporation has an ownership row listing 1,535,624 shares, equal to 4.24% of the class. The entities filed jointly, and each disclaims beneficial ownership of the shares identified.

Who votes JRI shares held by First Trust’s unit investment trusts?

The trustee of those trusts votes the shares, ordinarily as closely as possible in the same manner and general proportion as shares held by owners other than the trusts. Subject to Rule 12d1-4 and the trust agreements, First Trust Portfolios may enter an agreement allowing shares to be voted in unit holders’ best interest at its discretion.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google





67074Y105

(CUSIP Number)
09/30/2026

(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:10/30/2026
First Trust Advisors L.P.
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer
Date:10/30/2026
The Charger Corporation
Signature:/s/ James M. Dykas
Name/Title:James M. Dykas, Chief Financial Officer and Treasurer
Date:10/30/2026
Exhibit Information

Please see Exhibit 99.1 for Joint Filing Agreement

Keep reading