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Consolidated Portfolio Review Corp’s Nuveen Real Estate Income Fund JRS Stock Holding History

Consolidated Portfolio Review Corp’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
-55,303
Closed -$452K – 236
2025
Q3 		$452K Buy
55,303
+5,820
+12% +$46.1K 0.06% 283
2025
Q2 		$385K Buy
+49,483
New +$385K 0.05% 296

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Consolidated Portfolio Review Corp's JRS Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2025, closing a stake of 55,303 shares — an estimated $452K sold.

Consolidated Portfolio Review Corp first reported a position in JRS in Q2 2025 and held it in 2 quarters. The position peaked at $452K in Q3 2025. 68 funds tracked by Wall St. Rank hold JRS as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Nuveen Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 55,303 Nuveen Real Estate Income Fund shares in Q4 2025, an estimated $452K.
  • Consolidated Portfolio Review Corp first reported a position in Nuveen Real Estate Income Fund in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's Nuveen Real Estate Income Fund position peaked at $452K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.