Envestnet Asset Management
JRS icon

Envestnet Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Envestnet Asset Management’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 		– Sell
-67,320
Closed -$502K – 4898
2026
Q1 		$502K Buy
67,320
+22,356
+50% +$174K ﹤0.01% 3935
2025
Q4 		$344K Sell
44,964
-20,749
-32% -$164K ﹤0.01% 3945
2025
Q3 		$538K Buy
65,713
+18,448
+39% +$146K ﹤0.01% 3712
2025
Q2 		$368K Buy
47,265
+1,920
+4% +$14.9K ﹤0.01% 3916
2025
Q1 		$374K Buy
45,345
+4,996
+12% +$42.4K ﹤0.01% 3800
2024
Q4 		$348K Buy
40,349
+5,251
+15% +$47.4K ﹤0.01% 3807
2024
Q3 		$326K Buy
35,098
+4,909
+16% +$41.8K ﹤0.01% 3776
2024
Q2 		$231K Sell
30,189
-4,049
-12% -$30.1K ﹤0.01% 3856
2024
Q1 		$270K Buy
34,238
+570
+2% +$4.37K ﹤0.01% 3776
2023
Q4 		$263K Sell
33,668
-4,394
-12% -$30.2K ﹤0.01% 3685
2023
Q3 		$255K Sell
38,062
-1,587
-4% -$11.6K ﹤0.01% 3620
2023
Q2 		$295K Sell
39,649
-4,435
-10% -$32.3K ﹤0.01% 3497
2023
Q1 		$329K Buy
44,084
+5,839
+15% +$47.3K ﹤0.01% 3398
2022
Q4 		$289K Buy
38,245
+3,550
+10% +$27.8K ﹤0.01% 3449
2022
Q3 		$268K Buy
34,695
+5,722
+20% +$53.8K ﹤0.01% 3419
2022
Q2 		$272K Sell
28,973
-1,443
-5% -$15.2K ﹤0.01% 3411
2022
Q1 		$359K Buy
+30,416
New +$353K ﹤0.01% 3342
2020
Q3 		– Sell
-84,672
Closed -$632K – 3141
2020
Q2 		$632K Buy
84,672
+26,740
+46% +$194K ﹤0.01% 2263
2020
Q1 		$393K Buy
57,932
+18,993
+49% +$183K ﹤0.01% 2415
2019
Q4 		$414K Buy
38,939
+6,658
+21% +$71.2K ﹤0.01% 2577
2019
Q3 		$355K Buy
32,281
+3,337
+12% +$35.7K ﹤0.01% 2563
2019
Q2 		$304K Buy
28,944
+3,535
+14% +$36.4K ﹤0.01% 2661
2019
Q1 		$263K Sell
25,409
-40,609
-62% -$403K ﹤0.01% 2673
2018
Q4 		$559K Buy
66,018
+38,308
+138% +$352K ﹤0.01% 2080
2018
Q3 		$272K Buy
+27,710
New +$279K ﹤0.01% 1068
2016
Q2 		– Sell
-4,815
Closed -$52K – 3114
2016
Q1 		$52K Buy
+4,815
New +$48.6K ﹤0.01% 2703
2015
Q4 		– Sell
-1,000
Closed -$10K – 3033
2015
Q3 		$10K Buy
+1,000
New +$10.4K ﹤0.01% 2993

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

Envestnet Asset Management's JRS Position: Q2 2026 in Review

Envestnet Asset Management sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2026, closing a stake of 67,320 shares — an estimated $502K sold.

Envestnet Asset Management first reported a position in JRS in Q3 2015 and held it in 27 quarters. The position peaked at $632K in Q2 2020. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Envestnet Asset Management reported no remaining Nuveen Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 67,320 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $502K.
  • Envestnet Asset Management first reported a position in Nuveen Real Estate Income Fund in Q3 2015 and held it in 27 quarters.
  • Envestnet Asset Management's Nuveen Real Estate Income Fund position peaked at $632K in Q2 2020.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.