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

Advisory Services Network’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 Q1	$735K	Sell	98,459 -2,474	-2%	-$19.3K	0.01%	1081
2025 Q4	$773K	Buy	100,933 +4	+0%	+$32	0.01%	1002
2025 Q3	$826K	Sell	100,929 -1,697	-2%	-$13.4K	0.01%	963
2025 Q2	$786K	Buy	102,626 +13,324	+15%	+$104K	0.01%	930
2025 Q1	$736K	Buy	89,302 +7,098	+9%	+$60.3K	0.01%	887
2024 Q4	$709K	Buy	+82,204	New	+$742K	0.01%	886
2024 Q1	–	Sell	-1,803	Closed	-$14.1K	–	2614
2023 Q4	$14.1K	Buy	+1,803	New	+$12.4K	﹤0.01%	2702
2023 Q2	–	Sell	-2,463	Closed	-$18.4K	–	2593
2023 Q1	$18.4K	Buy	2,463 +1,263	+105%	+$10.2K	﹤0.01%	2589
2022 Q4	$9.07K	Buy	+1,200	New	+$9.41K	﹤0.01%	2900
2021 Q3	–	Sell	-5,019	Closed	-$56K	–	2375
2021 Q2	$56K	Sell	5,019 -5,435	-52%	-$57.2K	﹤0.01%	1931
2021 Q1	$100K	Hold	10,454	–	–	﹤0.01%	1245
2020 Q4	$88K	Buy	10,454 +3,937	+60%	+$31.8K	﹤0.01%	1384
2020 Q3	$49K	Sell	6,517 -22,876	-78%	-$176K	﹤0.01%	1601
2020 Q2	$220K	Sell	29,393 -1,562	-5%	-$11.4K	0.01%	909
2020 Q1	$210K	Buy	30,955 +7,257	+31%	+$69.8K	0.01%	801
2019 Q4	$252K	Buy	+23,698	New	+$253K	0.01%	832
2019 Q2	–	Sell	-20	Closed	–	–	2859
2019 Q1	$0	Hold	20	–	–	﹤0.01%	2609
2018 Q4	$0	Hold	20	–	–	﹤0.01%	2604
2018 Q3	$0	Buy	+20	New	+$201	﹤0.01%	2559
2015 Q4	–	Sell	-492	Closed	-$5K	–	1574
2015 Q3	$5K	Buy	492 +11	+2%	+$115	﹤0.01%	1129
2015 Q2	$5K	Hold	481	–	–	﹤0.01%	1079
2015 Q1	$6K	Buy	481 +10	+2%	+$118	﹤0.01%	953
2014 Q4	$6K	Buy	+471	New	+$5.27K	﹤0.01%	857
2014 Q1	–	Sell	-425	Closed	-$4K	–	521
2013 Q4	$4K	Buy	+425	New	+$4.53K	﹤0.01%	854

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Advisory Services Network's JRS Position: Q1 2026 in Review

Advisory Services Network reduced its Nuveen Real Estate Income Fund (JRS) stake by 2.5% in Q1 2026, selling an estimated $19.3K and leaving 98,459 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #1081.

Advisory Services Network first reported a position in JRS in Q4 2013 and has held it in 24 quarters since. The position peaked at $826K in Q3 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Advisory Services Network held 98,459 shares of Nuveen Real Estate Income Fund worth $735K as of Q1 2026.
Advisory Services Network sold 2,474 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $19.3K.
Nuveen Real Estate Income Fund made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1081 holding.
Advisory Services Network first reported a position in Nuveen Real Estate Income Fund in Q4 2013 and has held it in 24 quarters since.
Advisory Services Network's Nuveen Real Estate Income Fund position peaked at $826K in Q3 2025.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.