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BFC Planning, Inc.’s Nuveen Real Estate Income Fund JRS Stock Holding History

BFC Planning, Inc.’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 		$20.8K Buy
2,468
+1,250
+103% +$10.2K ﹤0.01% 1995
2026
Q1 		$9.09K Hold
1,218
– – ﹤0.01% 2086
2025
Q4 		$9.33K Hold
1,218
– – ﹤0.01% 2111
2025
Q3 		$10K Hold
1,218
– – ﹤0.01% 1924
2025
Q2 		$9.48K Sell
1,218
-815
-40% -$6.33K ﹤0.01% 1831
2025
Q1 		$16.8K Buy
2,033
+360
+22% +$3.06K ﹤0.01% 1536
2024
Q4 		$14.4K Buy
+1,673
New +$15.1K ﹤0.01% 1598

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Baird Financial Group
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Advisors Asset Management
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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 $468B AUM 17.69% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s JRS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen Real Estate Income Fund (JRS) stake by 103% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,468 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

BFC Planning, Inc. first reported a position in JRS in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • BFC Planning, Inc. held 2,468 shares of Nuveen Real Estate Income Fund worth $20.8K as of Q2 2026.
  • BFC Planning, Inc. bought 1,250 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $10.2K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1995 holding.
  • BFC Planning, Inc. first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 78 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.