Laird Norton Wetherby Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$174K	Sell	21,329 -22,524	-51%	-$178K	0.01%	902
2025 Q2	$341K	Buy	+43,853	New	+$341K	0.02%	681
2024 Q4	$184K	Hold	21,329	–	–	0.01%	849
2024 Q3	$198K	Hold	21,329	–	–	0.01%	875
2024 Q2	$163K	Hold	21,329	–	–	0.01%	881
2024 Q1	$169K	Buy	+21,329	New	+$163K	0.01%	906
2022 Q4	–	Sell	-16,685	Closed	-$129K	–	933
2022 Q3	$129K	Buy	16,685 +1,855	+13%	+$17.4K	0.01%	837
2022 Q2	$140K	Buy	+14,830	New	+$156K	0.01%	849

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JRS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Nuveen Real Estate Income Fund (JRS) stake by 51% in Q3 2025, selling an estimated $178K and leaving 21,329 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #902.

Laird Norton Wetherby Wealth Management first reported a position in JRS in Q2 2022 and has held it in 8 quarters since. The position peaked at $341K in Q2 2025. 67 funds tracked by Wall St. Rank hold JRS as of Q3 2025.

Laird Norton Wetherby Wealth Management held 21,329 shares of Nuveen Real Estate Income Fund worth $174K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 22,524 Nuveen Real Estate Income Fund shares in Q3 2025, an estimated $178K.
Nuveen Real Estate Income Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #902 holding.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q2 2022 and has held it in 8 quarters since.
Laird Norton Wetherby Wealth Management's Nuveen Real Estate Income Fund position peaked at $341K in Q2 2025.
67 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.