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 Q2	$6.27M	Buy	736,168 +208,121	+39%	+$1.7M	1.52%	17
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 New York $1.89T AUM 35.08% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kanen Wealth Management's JRS Position: Q2 2026 in Review

Kanen Wealth Management increased its Nuveen Real Estate Income Fund (JRS) stake by 39% in Q2 2026, buying an estimated $1.7M and bringing the position to 736,168 shares worth $6.27M. The position accounts for 1.52% of the portfolio, ranked #17.

Kanen Wealth Management first reported a position in JRS in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Kanen Wealth Management held 736,168 shares of Nuveen Real Estate Income Fund worth $6.27M as of Q2 2026.
Kanen Wealth Management bought 208,121 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $1.7M.
Nuveen Real Estate Income Fund made up 1.52% of Kanen Wealth Management's portfolio in Q2 2026, its #17 holding.
Kanen Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Kanen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.