AWS
JRS icon

Atria Wealth Solutions’s Nuveen Real Estate Income Fund JRS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$197K Sell
24,820
-2,100
-8% -$16.3K ﹤0.01% 1395
2025
Q1 		$226K Buy
26,920
+5,600
+26% +$47.6K ﹤0.01% 1657
2024
Q4 		$184K Buy
21,320
+527
+3% +$4.76K ﹤0.01% 1849
2024
Q3 		$196K Hold
20,793
– – ﹤0.01% 1799
2024
Q2 		$162K Buy
+20,793
New +$154K ﹤0.01% 1814
2024
Q1 		– Sell
-11,600
Closed -$90.7K – 2017
2023
Q4 		$90.7K Sell
11,600
-319
-3% -$2.19K ﹤0.01% 1855
2023
Q3 		$81.5K Sell
11,919
-2,762
-19% -$20.1K ﹤0.01% 1795
2023
Q2 		$111K Sell
14,681
-9,535
-39% -$69.4K ﹤0.01% 1778
2023
Q1 		$185K Sell
24,216
-2,961
-11% -$24K ﹤0.01% 1691
2022
Q4 		$205K Sell
27,177
-4,578
-14% -$35.9K ﹤0.01% 1599
2022
Q3 		$252K Sell
31,755
-103,187
-76% -$970K ﹤0.01% 1406
2022
Q2 		$1.27M Buy
134,942
+5,704
+4% +$60.1K 0.02% 597
2022
Q1 		$1.53M Buy
+129,238
New +$1.5M 0.03% 568

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's JRS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen Real Estate Income Fund (JRS) stake by 7.8% in Q2 2025, selling an estimated $16.3K and leaving 24,820 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Atria Wealth Solutions first reported a position in JRS in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2022. 70 funds tracked by Wall St. Rank hold JRS as of Q2 2025.

  • Atria Wealth Solutions held 24,820 shares of Nuveen Real Estate Income Fund worth $197K as of Q2 2025.
  • Atria Wealth Solutions sold 2,100 Nuveen Real Estate Income Fund shares in Q2 2025, an estimated $16.3K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1395 holding.
  • Atria Wealth Solutions first reported a position in Nuveen Real Estate Income Fund in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Nuveen Real Estate Income Fund position peaked at $1.53M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.