Financial Management Professionals’s Nuveen Real Estate Income Fund JRS Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-503	Closed	-$4K	–	1011
2025 Q2	$4K	Buy	503 +45	+10%	+$350	﹤0.01%	658
2025 Q1	$3.77K	Buy	458 +36	+9%	+$306	﹤0.01%	671
2024 Q4	$3.64K	Buy	422 +55	+15%	+$497	﹤0.01%	660
2024 Q3	$3K	Buy	367 +17	+5%	+$145	﹤0.01%	694
2024 Q2	$3K	Buy	350 +52	+17%	+$386	﹤0.01%	655
2024 Q1	$2K	Hold	298	–	–	﹤0.01%	753
2023 Q4	$2K	Buy	298 +80	+37%	+$550	﹤0.01%	757
2023 Q3	$1K	Hold	218	–	–	﹤0.01%	799
2023 Q2	$2K	Buy	218 +148	+211%	+$1.08K	﹤0.01%	747
2023 Q1	$1K	Buy	+70	New	+$567	﹤0.01%	899
2022 Q3	–	Sell	-443	Closed	-$4K	–	1021
2022 Q2	$4K	Hold	443	–	–	﹤0.01%	655
2022 Q1	$5K	Buy	+443	New	+$5.13K	﹤0.01%	631

Other funds holding JRS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Management Professionals's JRS Position: Q3 2025 in Review

Financial Management Professionals sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2025, closing a stake of 503 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in JRS in Q1 2022 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 67 funds tracked by Wall St. Rank hold JRS as of Q3 2025.

Financial Management Professionals reported no remaining Nuveen Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 503 Nuveen Real Estate Income Fund shares in Q3 2025, an estimated $4K.
Financial Management Professionals first reported a position in Nuveen Real Estate Income Fund in Q1 2022 and held it in 12 quarters.
Financial Management Professionals's Nuveen Real Estate Income Fund position peaked at $5K in Q1 2022.
67 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.