Kestra Advisory Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Kestra Advisory Services’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	$251K	Sell	29,766 -4,025	-12%	-$32.8K	﹤0.01%	2919
2026 Q1	$252K	Buy	33,791 +4,707	+16%	+$36.7K	﹤0.01%	2777
2025 Q4	$223K	Sell	29,084 -2,306	-7%	-$18.2K	﹤0.01%	2794
2025 Q3	$257K	Buy	31,390 +19,727	+169%	+$156K	﹤0.01%	2567
2025 Q2	$90.7K	Buy	+11,663	New	+$90.6K	﹤0.01%	2742
2025 Q1	–	Sell	-24,655	Closed	-$213K	–	2834
2024 Q4	$213K	Buy	24,655 +12,625	+105%	+$114K	﹤0.01%	2447
2024 Q3	$112K	Sell	12,030 -7,942	-40%	-$67.7K	﹤0.01%	2456
2024 Q2	$153K	Buy	19,972 +323	+2%	+$2.4K	﹤0.01%	2466
2024 Q1	$155K	Sell	19,649 -1	-0%	-$8	﹤0.01%	2326
2023 Q4	$154K	Buy	19,650 +8,429	+75%	+$58K	﹤0.01%	2154
2023 Q3	$75.2K	Sell	11,221 -22,757	-67%	-$166K	﹤0.01%	2038
2023 Q2	$252K	Buy	33,978 +21,519	+173%	+$157K	﹤0.01%	1752
2023 Q1	$93.1K	Hold	12,459	–	–	﹤0.01%	1961
2022 Q4	$94.2K	Buy	12,459 +523	+4%	+$4.1K	﹤0.01%	2145
2022 Q3	$92K	Buy	11,936 +202	+2%	+$1.9K	﹤0.01%	1990
2022 Q2	$110K	Sell	11,734 -2,772	-19%	-$29.2K	﹤0.01%	1980
2022 Q1	$171K	Buy	14,506 +275	+2%	+$3.19K	﹤0.01%	1879
2021 Q4	$182K	Buy	+14,231	New	+$167K	﹤0.01%	1895
2021 Q1	–	Sell	-14,483	Closed	-$121K	–	1956
2020 Q4	$121K	Buy	+14,483	New	+$117K	﹤0.01%	1769

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

Kestra Advisory Services's JRS Position: Q2 2026 in Review

Kestra Advisory Services reduced its Nuveen Real Estate Income Fund (JRS) stake by 12% in Q2 2026, selling an estimated $32.8K and leaving 29,766 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Kestra Advisory Services first reported a position in JRS in Q4 2020 and has held it in 19 quarters since. The position peaked at $257K in Q3 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Kestra Advisory Services held 29,766 shares of Nuveen Real Estate Income Fund worth $251K as of Q2 2026.
Kestra Advisory Services sold 4,025 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $32.8K.
Nuveen Real Estate Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2919 holding.
Kestra Advisory Services first reported a position in Nuveen Real Estate Income Fund in Q4 2020 and has held it in 19 quarters since.
Kestra Advisory Services's Nuveen Real Estate Income Fund position peaked at $257K in Q3 2025.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.