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 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 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

Fortitude Advisory Group's JRS Position: Q1 2026 in Review

Fortitude Advisory Group held its Nuveen Real Estate Income Fund (JRS) position steady in Q1 2026 at 22,091 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #208.

Fortitude Advisory Group first reported a position in JRS in Q4 2021 and has held it in 18 quarters since. The position peaked at $256K in Q4 2021. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Fortitude Advisory Group held 22,091 shares of Nuveen Real Estate Income Fund worth $165K as of Q1 2026.
Fortitude Advisory Group left its Nuveen Real Estate Income Fund share count unchanged in Q1 2026.
Nuveen Real Estate Income Fund made up 0.07% of Fortitude Advisory Group's portfolio in Q1 2026, its #208 holding.
Fortitude Advisory Group first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and has held it in 18 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 Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.