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Independent Wealth Network’s Nuveen Real Estate Income Fund JRS Stock Holding History

Independent Wealth Network’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 		$189K Buy
22,442
+120
+0.5% +$978 0.05% 327
2026
Q1 		$167K Buy
22,322
+715
+3% +$5.57K 0.05% 286
2025
Q4 		$166K Buy
21,607
+13
+0.1% +$102 0.05% 279
2025
Q3 		$177K Sell
21,594
-6
-0% -$48 0.06% 271
2025
Q2 		$168K Buy
21,600
+2,947
+16% +$22.9K 0.06% 248
2025
Q1 		$154K Sell
18,653
-1,112
-6% -$9.45K 0.06% 236
2024
Q4 		$171K Sell
19,765
-55
-0.3% -$497 0.07% 229
2024
Q3 		$184K Sell
19,820
-447
-2% -$3.81K 0.08% 215
2024
Q2 		$155K Buy
20,267
+2,451
+14% +$18.2K 0.07% 207
2024
Q1 		$141K Hold
17,816
– – 0.07% 215
2023
Q4 		$139K Buy
17,816
+930
+6% +$6.4K 0.07% 208
2023
Q3 		$113K Sell
16,886
-1,585
-9% -$11.6K 0.07% 193
2023
Q2 		$137K Buy
18,471
+2,704
+17% +$19.7K 0.08% 197
2023
Q1 		$118K Buy
15,767
+1,386
+10% +$11.2K 0.08% 190
2022
Q4 		$109K Buy
14,381
+2,690
+23% +$21.1K 0.07% 188
2022
Q3 		$90K Buy
+11,691
New +$110K 0.07% 167

Other funds holding JRS

Morgan Stanley
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
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Wealth Network's JRS Position: Q2 2026 in Review

Independent Wealth Network increased its Nuveen Real Estate Income Fund (JRS) stake by 0.54% in Q2 2026, buying an estimated $978 and bringing the position to 22,442 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #327.

Independent Wealth Network first reported a position in JRS in Q3 2022 and has held it in 16 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Independent Wealth Network held 22,442 shares of Nuveen Real Estate Income Fund worth $189K as of Q2 2026.
  • Independent Wealth Network bought 120 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $978.
  • Nuveen Real Estate Income Fund made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #327 holding.
  • Independent Wealth Network first reported a position in Nuveen Real Estate Income Fund in Q3 2022 and has held it in 16 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.