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
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 $1.66T 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's JRS Position: Q4 2025 in Review

Global Retirement Partners increased its Nuveen Real Estate Income Fund (JRS) stake by 4.3% in Q4 2025, buying an estimated $95 and bringing the position to 291 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Global Retirement Partners first reported a position in JRS in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.42K in Q2 2023. 68 funds tracked by Wall St. Rank hold JRS as of Q4 2025.

Global Retirement Partners held 291 shares of Nuveen Real Estate Income Fund worth $2.23K as of Q4 2025.
Global Retirement Partners bought 12 Nuveen Real Estate Income Fund shares in Q4 2025, an estimated $95.
Nuveen Real Estate Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3694 holding.
Global Retirement Partners first reported a position in Nuveen Real Estate Income Fund in Q4 2022 and has held it in 12 quarters since.
Global Retirement Partners's Nuveen Real Estate Income Fund position peaked at $6.42K in Q2 2023.
68 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.