Global Retirement Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Global Retirement Partners’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	$2.51K	Buy	+298	New	+$2.43K	﹤0.01%	3925
2025 Q4	$2.23K	Buy	291 +12	+4%	+$95	﹤0.01%	3694
2025 Q3	$2.28K	Buy	279 +6	+2%	+$48	﹤0.01%	3278
2025 Q2	$2.12K	Buy	+273	New	+$2.12K	﹤0.01%	3222
2024 Q4	$2.31K	Buy	267 +10	+4%	+$90	﹤0.01%	3022
2024 Q3	$2.39K	Buy	257 +5	+2%	+$43	﹤0.01%	2880
2024 Q2	$1.92K	Buy	252 +6	+2%	+$45	﹤0.01%	2977
2024 Q1	$1.95K	Hold	246	–	–	﹤0.01%	2762
2023 Q4	$1.88K	Sell	246 -662	-73%	-$4.55K	﹤0.01%	2705
2023 Q3	$5.93K	Buy	908 +43	+5%	+$313	﹤0.01%	2133
2023 Q2	$6.42K	Hold	865	–	–	﹤0.01%	2110
2023 Q1	$6.27K	Buy	865 +20	+2%	+$162	﹤0.01%	2090
2022 Q4	$6.39K	Buy	+845	New	+$6.63K	﹤0.01%	1939

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

Global Retirement Partners's JRS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen Real Estate Income Fund (JRS) in Q2 2026: 298 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #3925 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JRS as recently as Q4 2025.

Global Retirement Partners first reported a position in JRS in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.42K in Q2 2023. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Global Retirement Partners held 298 shares of Nuveen Real Estate Income Fund worth $2.51K as of Q2 2026.
Nuveen Real Estate Income Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3925 holding.
Global Retirement Partners first reported a position in Nuveen Real Estate Income Fund in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's Nuveen Real Estate Income Fund position peaked at $6.42K in Q2 2023.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.