J.W. Cole Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

J.W. Cole Advisors’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	–	Sell	-10,158	Closed	-$83.1K	–	1544
2025 Q3	$83.1K	Sell	10,158 -3,901	-28%	-$30.9K	﹤0.01%	1500
2025 Q2	$109K	Buy	14,059 +68	+0.5%	+$528	﹤0.01%	1402
2025 Q1	$115K	Buy	+13,991	New	+$119K	﹤0.01%	1200

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 $21.8B AUM 28.57% 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

J.W. Cole Advisors's JRS Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2025, closing a stake of 10,158 shares — an estimated $83.1K sold.

J.W. Cole Advisors first reported a position in JRS in Q1 2025 and held it in 3 quarters. The position peaked at $115K in Q1 2025. 68 funds tracked by Wall St. Rank hold JRS as of Q4 2025.

J.W. Cole Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 10,158 Nuveen Real Estate Income Fund shares in Q4 2025, an estimated $83.1K.
J.W. Cole Advisors first reported a position in Nuveen Real Estate Income Fund in Q1 2025 and held it in 3 quarters.
J.W. Cole Advisors's Nuveen Real Estate Income Fund position peaked at $115K in Q1 2025.
68 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.