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D.A. Davidson & Co’s Nuveen Real Estate Income Fund JRS Stock Holding History

D.A. Davidson & Co’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
Q2 		$84.4K Buy
+10,011
New +$81.6K ﹤0.01% 1565
2017
Q3 		– Sell
-3,600
Closed -$40K – 1566
2017
Q2 		$40K Buy
3,600
+3,500
+3,500% +$39.6K ﹤0.01% 1605
2017
Q1 		$1K Hold
100
– – ﹤0.01% 2298
2016
Q4 		$1K Hold
100
– – ﹤0.01% 2401
2016
Q3 		$1K Hold
100
– – ﹤0.01% 2338
2016
Q2 		$1K Hold
100
– – ﹤0.01% 2289
2016
Q1 		$1K Hold
100
– – ﹤0.01% 2207
2015
Q4 		$1K Sell
100
-1,000
-91% -$10.6K ﹤0.01% 2179
2015
Q3 		$11K Hold
1,100
– – ﹤0.01% 1840
2015
Q2 		$11K Buy
1,100
+1,000
+1,000% +$11.2K ﹤0.01% 1848
2015
Q1 		$1K Sell
100
-1,000
-91% -$11.8K ﹤0.01% 2045
2014
Q4 		$12K Hold
1,100
– – ﹤0.01% 1788
2014
Q3 		$11K Hold
1,100
– – ﹤0.01% 1806
2014
Q2 		$12K Sell
1,100
-1,000
-48% -$11K ﹤0.01% 1761
2014
Q1 		$22K Buy
2,100
+299
+17% +$3.12K ﹤0.01% 1616
2013
Q4 		$17K Buy
1,801
+701
+64% +$7.47K ﹤0.01% 1598
2013
Q3 		$11K Sell
1,100
-4,500
-80% -$49.9K ﹤0.01% 1449
2013
Q2 		$66K Buy
+5,600
New +$69.7K ﹤0.01% 1021

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

D.A. Davidson & Co's JRS Position: Q2 2026 in Review

D.A. Davidson & Co opened a new position in Nuveen Real Estate Income Fund (JRS) in Q2 2026: 10,011 shares worth $84.4K. The stake represents ﹤0.01% of the portfolio and ranks #1565 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in JRS as recently as Q2 2017.

D.A. Davidson & Co first reported a position in JRS in Q2 2013 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • D.A. Davidson & Co held 10,011 shares of Nuveen Real Estate Income Fund worth $84.4K as of Q2 2026.
  • Nuveen Real Estate Income Fund was a new D.A. Davidson & Co position in Q2 2026.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1565 holding.
  • D.A. Davidson & Co first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and has held it in 18 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.