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Kozak & Associates’s Nuveen Real Estate Income Fund JRS Stock Holding History

Kozak & Associates’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
Q3 		– Sell
-1,157
Closed -$9.16K – 451
2025
Q2 		$9.03K Buy
+1,157
New +$8.99K ﹤0.01% 256

Other funds holding JRS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kozak & Associates's JRS Position: Q3 2025 in Review

Kozak & Associates sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2025, closing a stake of 1,157 shares — an estimated $9.16K sold.

Kozak & Associates first reported a position in JRS in Q2 2025 and held it in 1 quarter. The position peaked at $9.03K in Q2 2025. 67 funds tracked by Wall St. Rank hold JRS as of Q3 2025.

  • Kozak & Associates reported no remaining Nuveen Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
  • Kozak & Associates sold 1,157 Nuveen Real Estate Income Fund shares in Q3 2025, an estimated $9.16K.
  • Kozak & Associates first reported a position in Nuveen Real Estate Income Fund in Q2 2025 and held it in 1 quarter.
  • Kozak & Associates's Nuveen Real Estate Income Fund position peaked at $9.03K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.