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 Q2	$98.3K	Buy	11,657 +30	+0.3%	+$245	0.01%	502
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 $1.89T 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 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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Founders Financial Alliance's JRS Position: Q2 2026 in Review

Founders Financial Alliance increased its Nuveen Real Estate Income Fund (JRS) stake by 0.26% in Q2 2026, buying an estimated $245 and bringing the position to 11,657 shares worth $98.3K. The position accounts for 0.01% of the portfolio, ranked #502.

Founders Financial Alliance first reported a position in JRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q3 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Founders Financial Alliance held 11,657 shares of Nuveen Real Estate Income Fund worth $98.3K as of Q2 2026.
Founders Financial Alliance bought 30 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $245.
Nuveen Real Estate Income Fund made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #502 holding.
Founders Financial Alliance first reported a position in Nuveen Real Estate Income Fund in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.