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Kanen Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Kanen Wealth Management’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 		$3.94M Buy
528,047
+47,108
+10% +$367K 1.42% 18
2025
Q4 		$3.67M Buy
480,939
+469,139
+3,976% +$3.7M 1.11% 20
2025
Q3 		$96.5K Buy
+11,800
New +$93.5K 0.03% 29

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

Kanen Wealth Management's JRS Position: Q1 2026 in Review

Kanen Wealth Management increased its Nuveen Real Estate Income Fund (JRS) stake by 9.8% in Q1 2026, buying an estimated $367K and bringing the position to 528,047 shares worth $3.94M. The position accounts for 1.42% of the portfolio, ranked #18.

Kanen Wealth Management first reported a position in JRS in Q3 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • Kanen Wealth Management held 528,047 shares of Nuveen Real Estate Income Fund worth $3.94M as of Q1 2026.
  • Kanen Wealth Management bought 47,108 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $367K.
  • Nuveen Real Estate Income Fund made up 1.42% of Kanen Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Kanen Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Kanen Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.