Founders Financial Alliance’s Nuveen Real Estate Income Fund JRS Stock Holding History

Founders Financial Alliance’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	$86.7K	Buy	11,627 +744	+7%	+$5.8K	0.02%	467
2025 Q4	$83.4K	Sell	10,883 -2,915	-21%	-$23K	0.02%	404
2025 Q3	$113K	Buy	+13,798	New	+$109K	0.02%	428

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

Founders Financial Alliance's JRS Position: Q1 2026 in Review

Founders Financial Alliance increased its Nuveen Real Estate Income Fund (JRS) stake by 6.8% in Q1 2026, buying an estimated $5.8K and bringing the position to 11,627 shares worth $86.7K. The position accounts for 0.02% of the portfolio, ranked #467.

Founders Financial Alliance first reported a position in JRS in Q3 2025 and has held it in 3 quarters since. The position peaked at $113K in Q3 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Founders Financial Alliance held 11,627 shares of Nuveen Real Estate Income Fund worth $86.7K as of Q1 2026.
Founders Financial Alliance bought 744 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $5.8K.
Nuveen Real Estate Income Fund made up 0.02% of Founders Financial Alliance's portfolio in Q1 2026, its #467 holding.
Founders Financial Alliance first reported a position in Nuveen Real Estate Income Fund in Q3 2025 and has held it in 3 quarters since.
Founders Financial Alliance's Nuveen Real Estate Income Fund position peaked at $113K in Q3 2025.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.