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Fortitude Advisory Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

Fortitude Advisory Group’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 		$186K Hold
22,091
– – 0.07% 221
2026
Q1 		$165K Hold
22,091
– – 0.07% 208
2025
Q4 		$169K Hold
22,091
– – 0.07% 202
2025
Q3 		$181K Hold
22,091
– – 0.1% 198
2025
Q2 		$172K Hold
22,091
– – 0.1% 199
2025
Q1 		$166K Hold
22,091
– – 0.12% 182
2024
Q4 		$191K Hold
22,091
– – 0.11% 183
2024
Q3 		$205K Sell
22,091
-684
-3% -$5.83K 0.13% 186
2024
Q2 		$174K Hold
22,775
– – 0.1% 184
2024
Q1 		$180K Hold
22,775
– – 0.1% 199
2023
Q4 		$178K Hold
22,775
– – 0.11% 203
2023
Q3 		$153K Hold
22,775
– – 0.1% 189
2023
Q2 		$169K Buy
22,775
+2,816
+14% +$20.5K 0.12% 191
2023
Q1 		$149K Hold
19,959
– – 0.12% 205
2022
Q4 		$151K Hold
19,959
– – 0.13% 197
2022
Q3 		$154K Hold
19,959
– – 0.15% 181
2022
Q2 		$188K Hold
19,959
– – 0.17% 175
2022
Q1 		$236K Hold
19,959
– – 0.13% 174
2021
Q4 		$256K Buy
+19,959
New +$234K 0.13% 156

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

Fortitude Advisory Group's JRS Position: Q2 2026 in Review

Fortitude Advisory Group held its Nuveen Real Estate Income Fund (JRS) position steady in Q2 2026 at 22,091 shares worth $186K. The position accounts for 0.07% of the portfolio, ranked #221.

Fortitude Advisory Group first reported a position in JRS in Q4 2021 and has held it in 19 quarters since. The position peaked at $256K in Q4 2021. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Fortitude Advisory Group held 22,091 shares of Nuveen Real Estate Income Fund worth $186K as of Q2 2026.
  • Fortitude Advisory Group left its Nuveen Real Estate Income Fund share count unchanged in Q2 2026.
  • Nuveen Real Estate Income Fund made up 0.07% of Fortitude Advisory Group's portfolio in Q2 2026, its #221 holding.
  • Fortitude Advisory Group first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Nuveen Real Estate Income Fund position peaked at $256K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.