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Guggenheim Capital’s Nuveen Real Estate Income Fund JRS Stock Holding History

Guggenheim Capital’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 		$82.1K Sell
10,999
-28,304
-72% -$221K ﹤0.01% 1582
2025
Q4 		$301K Sell
39,303
-26,803
-41% -$211K ﹤0.01% 1528
2025
Q3 		$541K Sell
66,106
-29,079
-31% -$230K ﹤0.01% 1152
2025
Q2 		$741K Buy
95,185
+154
+0.2% +$1.2K 0.01% 1000
2025
Q1 		$783K Buy
95,031
+625
+0.7% +$5.31K 0.01% 984
2024
Q4 		$815K Sell
94,406
-1,098
-1% -$9.92K 0.01% 1006
2024
Q3 		$888K Buy
95,504
+22,878
+32% +$195K 0.01% 1157
2024
Q2 		$555K Buy
72,626
+15,914
+28% +$118K ﹤0.01% 1386
2024
Q1 		$448K Buy
56,712
+19,488
+52% +$149K ﹤0.01% 1513
2023
Q4 		$291K Buy
37,224
+24,148
+185% +$166K ﹤0.01% 1677
2023
Q3 		$87.6K Sell
13,076
-9,519
-42% -$69.4K ﹤0.01% 1811
2023
Q2 		$168K Sell
22,595
-204
-0.9% -$1.49K ﹤0.01% 1797
2023
Q1 		$170K Buy
22,799
+793
+4% +$6.42K ﹤0.01% 1827
2022
Q4 		$166K Sell
22,006
-258
-1% -$2.02K ﹤0.01% 1833
2022
Q3 		$172K Sell
22,264
-259
-1% -$2.44K ﹤0.01% 1812
2022
Q2 		$212K Sell
22,523
-544
-2% -$5.73K ﹤0.01% 1926
2022
Q1 		$272K Sell
23,067
-26,130
-53% -$303K ﹤0.01% 1922
2021
Q4 		$631K Buy
49,197
+39,146
+389% +$458K ﹤0.01% 1574
2021
Q3 		$107K Buy
+10,051
New +$114K ﹤0.01% 2108
2021
Q2 		– Sell
-28,547
Closed -$274K – 2212
2021
Q1 		$274K Sell
28,547
-7,021
-20% -$62.6K ﹤0.01% 1990
2020
Q4 		$301K Sell
35,568
-40,097
-53% -$324K ﹤0.01% 1838
2020
Q3 		$572K Buy
75,665
+14,132
+23% +$109K ﹤0.01% 1399
2020
Q2 		$459K Buy
61,533
+306
+0.5% +$2.23K ﹤0.01% 1469
2020
Q1 		$416K Sell
61,227
-2,037
-3% -$19.6K ﹤0.01% 1435
2019
Q4 		$671K Buy
63,264
+7,583
+14% +$81.1K 0.01% 1493
2019
Q3 		$612K Buy
55,681
+10,042
+22% +$107K ﹤0.01% 1534
2019
Q2 		$480K Buy
45,639
+9,240
+25% +$95.1K ﹤0.01% 1674
2019
Q1 		$377K Buy
36,399
+14,933
+70% +$148K ﹤0.01% 1809
2018
Q4 		$182K Buy
+21,466
New +$197K ﹤0.01% 2075
2018
Q3 		– Sell
-61,849
Closed -$618K – 2404
2018
Q2 		$618K Sell
61,849
-57,545
-48% -$562K ﹤0.01% 1838
2018
Q1 		$1.16M Sell
119,394
-5,166
-4% -$52.5K ﹤0.01% 2000
2017
Q4 		$1.4M Sell
124,560
-7,288
-6% -$80.8K ﹤0.01% 1890
2017
Q3 		$1.47M Buy
131,848
+32,877
+33% +$368K ﹤0.01% 1866
2017
Q2 		$1.12M Buy
98,971
+21,910
+28% +$248K ﹤0.01% 2006
2017
Q1 		$855K Sell
77,061
-11,255
-13% -$125K ﹤0.01% 2180
2016
Q4 		$951K Sell
88,316
-23,990
-21% -$254K ﹤0.01% 2168
2016
Q3 		$1.33M Buy
112,306
+31,351
+39% +$376K ﹤0.01% 1897
2016
Q2 		$971K Buy
80,955
+961
+1% +$10.7K ﹤0.01% 2071
2016
Q1 		$866K Sell
79,994
-16,569
-17% -$167K ﹤0.01% 2141
2015
Q4 		$1.03M Sell
96,563
-45,916
-32% -$486K ﹤0.01% 2092
2015
Q3 		$1.43M Sell
142,479
-29,877
-17% -$311K ﹤0.01% 1855
2015
Q2 		$1.76M Sell
172,356
-22,821
-12% -$255K ﹤0.01% 1868
2015
Q1 		$2.33M Sell
195,177
-34,825
-15% -$411K 0.01% 1647
2014
Q4 		$2.65M Buy
230,002
+6,121
+3% +$68.5K 0.01% 1520
2014
Q3 		$2.35M Sell
223,881
-65,911
-23% -$723K 0.01% 1642
2014
Q2 		$3.24M Sell
289,792
-59,496
-17% -$652K 0.01% 1448
2014
Q1 		$3.74M Sell
349,288
-61,106
-15% -$637K 0.01% 1306
2013
Q4 		$3.91M Sell
410,394
-33,036
-7% -$352K 0.01% 1248
2013
Q3 		$4.68M Sell
443,430
-50,931
-10% -$564K 0.02% 1133
2013
Q2 		$5.88M Buy
+494,361
New +$6.15M 0.02% 989

Other funds holding JRS

Morgan Stanley
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
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

Guggenheim Capital's JRS Position: Q1 2026 in Review

Guggenheim Capital reduced its Nuveen Real Estate Income Fund (JRS) stake by 72% in Q1 2026, selling an estimated $221K and leaving 10,999 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Guggenheim Capital first reported a position in JRS in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.88M in Q2 2013. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • Guggenheim Capital held 10,999 shares of Nuveen Real Estate Income Fund worth $82.1K as of Q1 2026.
  • Guggenheim Capital sold 28,304 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $221K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1582 holding.
  • Guggenheim Capital first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and has held it in 50 quarters since.
  • Guggenheim Capital's Nuveen Real Estate Income Fund position peaked at $5.88M in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.