Carson Wealth (CWM LLC)
JRS icon

Carson Wealth (CWM LLC)’s Nuveen Real Estate Income Fund JRS Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-500
Closed -$4K – 5210
2025
Q1 		$4K Buy
+500
New +$4.25K ﹤0.01% 4546

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

Carson Wealth (CWM LLC)'s JRS Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2025, closing a stake of 500 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in JRS in Q1 2025 and held it in 1 quarter. The position peaked at $4K in Q1 2025. 70 funds tracked by Wall St. Rank hold JRS as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Nuveen Real Estate Income Fund position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Nuveen Real Estate Income Fund shares in Q2 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Nuveen Real Estate Income Fund in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Nuveen Real Estate Income Fund position peaked at $4K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.