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

Everstar 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 Q1	$502K	Sell	67,254 -2,900	-4%	-$22.6K	0.27%	112
2025 Q4	$537K	Sell	70,154 -2,300	-3%	-$18.1K	0.29%	104
2025 Q3	$593K	Sell	72,454 -71	-0.1%	-$562	0.34%	99
2025 Q2	$564K	Sell	72,525 -5,800	-7%	-$45.1K	0.34%	95
2025 Q1	$645K	Hold	78,325	–	–	0.43%	74
2024 Q4	$676K	Sell	78,325 -16,400	-17%	-$148K	0.48%	54
2024 Q3	$881K	Buy	+94,725	New	+$807K	0.6%	45

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

Everstar Asset Management's JRS Position: Q1 2026 in Review

Everstar Asset Management reduced its Nuveen Real Estate Income Fund (JRS) stake by 4.1% in Q1 2026, selling an estimated $22.6K and leaving 67,254 shares worth $502K. The position accounts for 0.27% of the portfolio, ranked #112.

Everstar Asset Management first reported a position in JRS in Q3 2024 and has held it in 7 quarters since. The position peaked at $881K in Q3 2024. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Everstar Asset Management held 67,254 shares of Nuveen Real Estate Income Fund worth $502K as of Q1 2026.
Everstar Asset Management sold 2,900 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $22.6K.
Nuveen Real Estate Income Fund made up 0.27% of Everstar Asset Management's portfolio in Q1 2026, its #112 holding.
Everstar Asset Management first reported a position in Nuveen Real Estate Income Fund in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's Nuveen Real Estate Income Fund position peaked at $881K in Q3 2024.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.