Axxcess Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Axxcess Wealth Management’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	$84.4K	Buy	+10,016	New	+$81.6K	﹤0.01%	1039
2024 Q4	–	Sell	-12,016	Closed	-$112K	–	901
2024 Q3	$112K	Sell	12,016 -184	-2%	-$1.57K	﹤0.01%	866
2024 Q2	$93.2K	Hold	12,200	–	–	﹤0.01%	824
2024 Q1	$96.4K	Sell	12,200 -3,200	-21%	-$24.5K	﹤0.01%	850
2023 Q4	$120K	Buy	+15,400	New	+$106K	﹤0.01%	808

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

Axxcess Wealth Management's JRS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Nuveen Real Estate Income Fund (JRS) in Q2 2026: 10,016 shares worth $84.4K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JRS as recently as Q3 2024.

Axxcess Wealth Management first reported a position in JRS in Q4 2023 and has held it in 5 quarters since. The position peaked at $120K in Q4 2023. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Axxcess Wealth Management held 10,016 shares of Nuveen Real Estate Income Fund worth $84.4K as of Q2 2026.
Nuveen Real Estate Income Fund was a new Axxcess Wealth Management position in Q2 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1039 holding.
Axxcess Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and has held it in 5 quarters since.
Axxcess Wealth Management's Nuveen Real Estate Income Fund position peaked at $120K in Q4 2023.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.