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 Q2	–	Sell	-10,999	Closed	-$82.1K	–	1742
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 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

Guggenheim Capital's JRS Position: Q2 2026 in Review

Guggenheim Capital sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2026, closing a stake of 10,999 shares — an estimated $82.1K sold.

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

Guggenheim Capital reported no remaining Nuveen Real Estate Income Fund position as of Q2 2026 after selling out during the quarter.
Guggenheim Capital sold 10,999 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $82.1K.
Guggenheim Capital first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and held it in 50 quarters.
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 Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.