Advisory Advocates’s Nuveen Real Estate Income Fund JRS Stock Holding History

Advisory Advocates’s Portfolio JRS Stock Details JRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Sell	38,850 -500	-1%	-$4.08K	0.28%	128
2026 Q1	$294K	Hold	39,350	–	–	0.3%	120
2025 Q4	$301K	Buy	+39,350	New	+$310K	0.3%	116

Other funds holding JRS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisory Advocates's JRS Position: Q2 2026 in Review

Advisory Advocates reduced its Nuveen Real Estate Income Fund (JRS) stake by 1.3% in Q2 2026, selling an estimated $4.08K and leaving 38,850 shares worth $328K. The position accounts for 0.28% of the portfolio, ranked #128.

Advisory Advocates first reported a position in JRS in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Advisory Advocates held 38,850 shares of Nuveen Real Estate Income Fund worth $328K as of Q2 2026.
Advisory Advocates sold 500 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $4.08K.
Nuveen Real Estate Income Fund made up 0.28% of Advisory Advocates's portfolio in Q2 2026, its #128 holding.
Advisory Advocates first reported a position in Nuveen Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.