Albion Financial Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

Albion Financial Group’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	$27K	Buy	+3,208	New	+$26.1K	﹤0.01%	338

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 5.65% 1-Year Est. Return

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

Albion Financial Group's JRS Position: Q2 2026 in Review

Albion Financial Group opened a new position in Nuveen Real Estate Income Fund (JRS) in Q2 2026: 3,208 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Albion Financial Group held 3,208 shares of Nuveen Real Estate Income Fund worth $27K as of Q2 2026.
Nuveen Real Estate Income Fund was a new Albion Financial Group position in Q2 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #338 holding.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.