Commonwealth Equity Services
JRS icon

Commonwealth Equity Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Commonwealth Equity Services’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 		$425K Sell
57,010
-3,683
-6% -$28.7K ﹤0.01% 3357
2025
Q4 		$465K Sell
60,693
-36,040
-37% -$284K ﹤0.01% 3226
2025
Q3 		$791K Sell
96,733
-5,394
-5% -$42.7K ﹤0.01% 2774
2025
Q2 		$795K Sell
102,127
-1,797
-2% -$14K ﹤0.01% 2765
2025
Q1 		$856K Sell
103,924
-13,840
-12% -$118K ﹤0.01% 2589
2024
Q4 		$1.02M Sell
117,764
-20,267
-15% -$183K ﹤0.01% 2371
2024
Q3 		$1.28M Sell
138,031
-78,949
-36% -$673K ﹤0.01% 2146
2024
Q2 		$1.66M Sell
216,980
-168,376
-44% -$1.25M ﹤0.01% 1918
2024
Q1 		$3.04M Sell
385,356
-92,461
-19% -$709K 0.01% 1489
2023
Q4 		$3.74M Sell
477,817
-14,754
-3% -$101K 0.01% 1281
2023
Q3 		$3.3M Sell
492,571
-44,094
-8% -$321K 0.01% 1269
2023
Q2 		$3.99M Sell
536,665
-315
-0.1% -$2.29K 0.01% 1172
2023
Q1 		$4.01K Buy
536,980
+39,804
+8% +$322K 0.01% 1132
2022
Q4 		$3.76M Buy
497,176
+28,776
+6% +$226K 0.01% 1123
2022
Q3 		$3.62M Buy
468,400
+34,633
+8% +$326K 0.01% 1056
2022
Q2 		$4.08M Buy
433,767
+25,135
+6% +$265K 0.01% 997
2022
Q1 		$4.83M Buy
408,632
+11,201
+3% +$130K 0.01% 959
2021
Q4 		$5.09M Buy
397,431
+12,979
+3% +$152K 0.01% 921
2021
Q3 		$4.08M Buy
384,452
+67,138
+21% +$758K 0.01% 990
2021
Q2 		$3.52M Buy
317,314
+161,356
+103% +$1.7M 0.01% 1058
2021
Q1 		$1.5M Buy
155,958
+54,972
+54% +$490K ﹤0.01% 1511
2020
Q4 		$852K Sell
100,986
-16,542
-14% -$133K ﹤0.01% 1762
2020
Q3 		$887K Buy
117,528
+4,520
+4% +$34.8K ﹤0.01% 1565
2020
Q2 		$844K Sell
113,008
-2,978
-3% -$21.7K ﹤0.01% 1525
2020
Q1 		$787K Sell
115,986
-6,787
-6% -$65.3K ﹤0.01% 1396
2019
Q4 		$1.3M Sell
122,773
-1,037
-0.8% -$11.1K 0.01% 1267
2019
Q3 		$1.36M Buy
123,810
+27,714
+29% +$296K 0.01% 1180
2019
Q2 		$1.01M Buy
96,096
+3,567
+4% +$36.7K ﹤0.01% 1339
2019
Q1 		$958K Sell
92,529
-7,349
-7% -$72.9K ﹤0.01% 1330
2018
Q4 		$844K Buy
99,878
+7,606
+8% +$69.8K ﹤0.01% 1312
2018
Q3 		$904K Buy
92,272
+10,427
+13% +$105K ﹤0.01% 1373
2018
Q2 		$818K Buy
81,845
+2,450
+3% +$23.9K ﹤0.01% 1408
2018
Q1 		$773K Buy
79,395
+19,784
+33% +$201K ﹤0.01% 1397
2017
Q4 		$671K Sell
59,611
-6,082
-9% -$67.5K ﹤0.01% 1478
2017
Q3 		$732K Buy
65,693
+7,155
+12% +$80.2K ﹤0.01% 1360
2017
Q2 		$663K Buy
58,538
+23,390
+67% +$265K ﹤0.01% 1383
2017
Q1 		$390K Sell
35,148
-365
-1% -$4.06K ﹤0.01% 1675
2016
Q4 		$382K Buy
35,513
+5,386
+18% +$57K ﹤0.01% 1591
2016
Q3 		$358K Buy
+30,127
New +$362K ﹤0.01% 1588

Other funds holding JRS

Morgan Stanley
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
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
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
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
Cetera Investment Advisers
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

Commonwealth Equity Services's JRS Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Nuveen Real Estate Income Fund (JRS) stake by 6.1% in Q1 2026, selling an estimated $28.7K and leaving 57,010 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #3357.

Commonwealth Equity Services first reported a position in JRS in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.09M in Q4 2021. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • Commonwealth Equity Services held 57,010 shares of Nuveen Real Estate Income Fund worth $425K as of Q1 2026.
  • Commonwealth Equity Services sold 3,683 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $28.7K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3357 holding.
  • Commonwealth Equity Services first reported a position in Nuveen Real Estate Income Fund in Q3 2016 and has held it in 39 quarters since.
  • Commonwealth Equity Services's Nuveen Real Estate Income Fund position peaked at $5.09M in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.