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

EverSource Wealth 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
2026 Q1	$13.4K	Hold	1,800	–	–	﹤0.01%	2757
2025 Q4	$13.8K	Hold	1,800	–	–	﹤0.01%	2626
2025 Q3	$14.7K	Hold	1,800	–	–	﹤0.01%	2577
2025 Q2	$14K	Hold	1,800	–	–	﹤0.01%	2576
2025 Q1	$14.8K	Hold	1,800	–	–	﹤0.01%	1872
2024 Q4	$15.5K	Hold	1,800	–	–	﹤0.01%	1762
2024 Q3	$16.7K	Hold	1,800	–	–	﹤0.01%	1585
2024 Q2	$15K	Hold	1,800	–	–	﹤0.01%	1655
2024 Q1	$13.1K	Hold	1,800	–	–	﹤0.01%	1562
2023 Q4	$14.1K	Hold	1,800	–	–	﹤0.01%	1410
2023 Q3	$12.1K	Hold	1,800	–	–	﹤0.01%	1347
2023 Q2	$13.4K	Hold	1,800	–	–	﹤0.01%	1316
2023 Q1	$13.4K	Hold	1,800	–	–	﹤0.01%	1242
2022 Q4	$13.6K	Buy	+1,800	New	+$14.1K	﹤0.01%	1211

Other funds holding JRS

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 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

EverSource Wealth Advisors's JRS Position: Q1 2026 in Review

EverSource Wealth Advisors held its Nuveen Real Estate Income Fund (JRS) position steady in Q1 2026 at 1,800 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

EverSource Wealth Advisors first reported a position in JRS in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.7K in Q3 2024. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

EverSource Wealth Advisors held 1,800 shares of Nuveen Real Estate Income Fund worth $13.4K as of Q1 2026.
EverSource Wealth Advisors left its Nuveen Real Estate Income Fund share count unchanged in Q1 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2757 holding.
EverSource Wealth Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Nuveen Real Estate Income Fund position peaked at $16.7K in Q3 2024.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.