Larson Financial Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

Larson Financial Group’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	$14.2K	Buy	1,900 +700	+58%	+$5.45K	﹤0.01%	2036
2025 Q4	$9.19K	Hold	1,200	–	–	﹤0.01%	2162
2025 Q3	$9.82K	Hold	1,200	–	–	﹤0.01%	2024
2025 Q2	$9.34K	Hold	1,200	–	–	﹤0.01%	1837
2025 Q1	$9.89K	Hold	1,200	–	–	﹤0.01%	1637
2024 Q4	$10.4K	Buy	+1,200	New	+$10.8K	﹤0.01%	1471

Other funds holding JRS

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

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Larson Financial Group's JRS Position: Q1 2026 in Review

Larson Financial Group increased its Nuveen Real Estate Income Fund (JRS) stake by 58% in Q1 2026, buying an estimated $5.45K and bringing the position to 1,900 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Larson Financial Group first reported a position in JRS in Q4 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Larson Financial Group held 1,900 shares of Nuveen Real Estate Income Fund worth $14.2K as of Q1 2026.
Larson Financial Group bought 700 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $5.45K.
Nuveen Real Estate Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2036 holding.
Larson Financial Group first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.