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Concord Wealth Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-518
Closed -$4.24K – 874
2025
Q3 		$4.24K Buy
518
+338
+188% +$2.68K ﹤0.01% 648
2025
Q2 		$1.4K Hold
180
– – ﹤0.01% 745
2025
Q1 		$1.48K Buy
+180
New +$1.53K ﹤0.01% 704

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KWM
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PAG
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Pathstone Holdings
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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concord Wealth Partners's JRS Position: Q4 2025 in Review

Concord Wealth Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2025, closing a stake of 518 shares — an estimated $4.24K sold.

Concord Wealth Partners first reported a position in JRS in Q1 2025 and held it in 3 quarters. The position peaked at $4.24K in Q3 2025. 68 funds tracked by Wall St. Rank hold JRS as of Q4 2025.

  • Concord Wealth Partners reported no remaining Nuveen Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 518 Nuveen Real Estate Income Fund shares in Q4 2025, an estimated $4.24K.
  • Concord Wealth Partners first reported a position in Nuveen Real Estate Income Fund in Q1 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Nuveen Real Estate Income Fund position peaked at $4.24K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.