Bay Capital Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Bay Capital Advisors’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	–	Sell	-11,000	Closed	-$84.3K	–	114
2025 Q4	$84.3K	Hold	11,000	–	–	0.05%	111
2025 Q3	$90K	Sell	11,000 -1,000	-8%	-$7.92K	0.06%	110
2025 Q2	$93.4K	Hold	12,000	–	–	0.07%	112
2025 Q1	$98.9K	Sell	12,000 -1,900	-14%	-$16.1K	0.08%	109
2024 Q4	$120K	Buy	+13,900	New	+$126K	0.1%	113

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

Bay Capital Advisors's JRS Position: Q1 2026 in Review

Bay Capital Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2026, closing a stake of 11,000 shares — an estimated $84.3K sold.

Bay Capital Advisors first reported a position in JRS in Q4 2024 and held it in 5 quarters. The position peaked at $120K in Q4 2024. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Bay Capital Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q1 2026 after selling out during the quarter.
Bay Capital Advisors sold 11,000 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $84.3K.
Bay Capital Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and held it in 5 quarters.
Bay Capital Advisors's Nuveen Real Estate Income Fund position peaked at $120K in Q4 2024.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Bay Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.