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Colonial Trust Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Colonial Trust 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
2025
Q3 		– Sell
-9,815
Closed -$76.4K – 707
2025
Q2 		$76.4K Buy
+9,815
New +$76.3K 0.01% 291

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Pathstone Holdings
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
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PAG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Colonial Trust Advisors's JRS Position: Q3 2025 in Review

Colonial Trust Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2025, closing a stake of 9,815 shares — an estimated $76.4K sold.

Colonial Trust Advisors first reported a position in JRS in Q2 2025 and held it in 1 quarter. The position peaked at $76.4K in Q2 2025. 67 funds tracked by Wall St. Rank hold JRS as of Q3 2025.

  • Colonial Trust Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 9,815 Nuveen Real Estate Income Fund shares in Q3 2025, an estimated $76.4K.
  • Colonial Trust Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2025 and held it in 1 quarter.
  • Colonial Trust Advisors's Nuveen Real Estate Income Fund position peaked at $76.4K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.