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

Cornerstone 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
Q4 		– Sell
-84,614
Closed -$692K – 215
2025
Q3 		$692K Buy
84,614
+60,884
+257% +$482K 0.02% 221
2025
Q2 		$185K Buy
+23,730
New +$184K 0.01% 262
2024
Q3 		– Sell
-9,431
Closed -$72.1K – 304
2024
Q2 		$72.1K Sell
9,431
-133,213
-93% -$989K ﹤0.01% 296
2024
Q1 		$1.13M Sell
142,644
-226,479
-61% -$1.74M 0.05% 262
2023
Q4 		$2.89M Buy
369,123
+90,357
+32% +$621K 0.13% 173
2023
Q3 		$1.87M Buy
278,766
+148,658
+114% +$1.08M 0.09% 209
2023
Q2 		$967K Buy
+130,108
New +$947K 0.05% 211
2022
Q4 		– Sell
-93,374
Closed -$722K – 195
2022
Q3 		$722K Buy
+93,374
New +$878K 0.04% 182
2021
Q3 		– Sell
-136,032
Closed -$1.51M – 184
2021
Q2 		$1.51M Sell
136,032
-131,721
-49% -$1.39M 0.09% 170
2021
Q1 		$2.57M Sell
267,753
-70,081
-21% -$624K 0.22% 107
2020
Q4 		$2.85M Buy
337,834
+242,807
+256% +$1.96M 0.25% 93
2020
Q3 		$717K Sell
95,027
-83,954
-47% -$647K 0.06% 158
2020
Q2 		$1.34M Buy
178,981
+167,381
+1,443% +$1.22M 0.12% 151
2020
Q1 		$79K Buy
+11,600
New +$112K 0.01% 175
2017
Q1 		– Sell
-150,248
Closed -$1.62M – 249
2016
Q4 		$1.62M Buy
+150,248
New +$1.59M 0.3% 94
2016
Q2 		– Sell
-100,553
Closed -$1.09M – 222
2016
Q1 		$1.09M Buy
100,553
+48,500
+93% +$490K 0.26% 104
2015
Q4 		$553K Sell
52,053
-13,180
-20% -$139K 0.13% 158
2015
Q3 		$656K Hold
65,233
– – 0.15% 155
2015
Q2 		$666K Sell
65,233
-119,915
-65% -$1.34M 0.15% 144
2015
Q1 		$2.21M Buy
185,148
+19,474
+12% +$230K 0.46% 59
2014
Q4 		$1.91M Buy
165,674
+33,548
+25% +$376K 0.38% 74
2014
Q3 		$1.39M Buy
132,126
+68,290
+107% +$749K 0.27% 110
2014
Q2 		$714K Buy
+63,836
New +$699K 0.14% 177

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 $21.3B AUM 22.13% 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

Cornerstone Advisors's JRS Position: Q4 2025 in Review

Cornerstone Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2025, closing a stake of 84,614 shares — an estimated $692K sold.

Cornerstone Advisors first reported a position in JRS in Q2 2014 and held it in 23 quarters. The position peaked at $2.89M in Q4 2023. 68 funds tracked by Wall St. Rank hold JRS as of Q4 2025.

  • Cornerstone Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisors sold 84,614 Nuveen Real Estate Income Fund shares in Q4 2025, an estimated $692K.
  • Cornerstone Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2014 and held it in 23 quarters.
  • Cornerstone Advisors's Nuveen Real Estate Income Fund position peaked at $2.89M in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.