LPL Financial
JRS icon

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

LPL Financial’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 		$1.62M Sell
217,338
-1,327
-0.6% -$10.3K ﹤0.01% 3701
2025
Q4 		$1.67M Buy
218,665
+10,056
+5% +$79.2K ﹤0.01% 3562
2025
Q3 		$1.71M Buy
208,609
+15,049
+8% +$119K ﹤0.01% 3467
2025
Q2 		$1.51M Sell
193,560
-5,760
-3% -$44.8K ﹤0.01% 3387
2025
Q1 		$1.64M Buy
199,320
+20,226
+11% +$172K ﹤0.01% 3127
2024
Q4 		$1.55M Sell
179,094
-4,027
-2% -$36.4K ﹤0.01% 3117
2024
Q3 		$1.7M Buy
183,121
+7,100
+4% +$60.5K ﹤0.01% 2889
2024
Q2 		$1.34M Sell
176,021
-1,619
-0.9% -$12K ﹤0.01% 2971
2024
Q1 		$1.4M Sell
177,640
-12,267
-6% -$94K ﹤0.01% 2879
2023
Q4 		$1.49M Buy
189,907
+108,398
+133% +$745K ﹤0.01% 2683
2023
Q3 		$546K Sell
81,509
-119,095
-59% -$868K ﹤0.01% 3414
2023
Q2 		$1.49M Sell
200,604
-22,645
-10% -$165K ﹤0.01% 2516
2023
Q1 		$1.67M Sell
223,249
-34,171
-13% -$277K ﹤0.01% 2300
2022
Q4 		$1.95M Sell
257,420
-4,410
-2% -$34.6K ﹤0.01% 2090
2022
Q3 		$2.02M Buy
261,830
+5,169
+2% +$48.6K ﹤0.01% 1975
2022
Q2 		$2.41M Buy
256,661
+48,422
+23% +$510K ﹤0.01% 1888
2022
Q1 		$2.46M Buy
208,239
+11,249
+6% +$130K ﹤0.01% 1895
2021
Q4 		$2.52M Buy
196,990
+21,205
+12% +$248K ﹤0.01% 1919
2021
Q3 		$1.87M Buy
175,785
+14,594
+9% +$165K ﹤0.01% 2103
2021
Q2 		$1.79M Buy
161,191
+18,123
+13% +$191K ﹤0.01% 2068
2021
Q1 		$1.37M Sell
143,068
-5,230
-4% -$46.6K ﹤0.01% 2132
2020
Q4 		$1.25M Buy
148,298
+69,781
+89% +$563K ﹤0.01% 2010
2020
Q3 		$593K Buy
78,517
+3,260
+4% +$25.1K ﹤0.01% 2330
2020
Q2 		$562K Sell
75,257
-4,053
-5% -$29.5K ﹤0.01% 2289
2020
Q1 		$539K Sell
79,310
-1,807
-2% -$17.4K ﹤0.01% 2050
2019
Q4 		$861K Buy
81,117
+9,905
+14% +$106K ﹤0.01% 1951
2019
Q3 		$783K Buy
71,212
+59,802
+524% +$640K ﹤0.01% 1907
2019
Q2 		$120K Buy
+11,410
New +$117K ﹤0.01% 3136
2019
Q1 		– Sell
-12,646
Closed -$107K – 3221
2018
Q4 		$107K Sell
12,646
-7,298
-37% -$67K ﹤0.01% 2946
2018
Q3 		$195K Buy
19,944
+229
+1% +$2.31K ﹤0.01% 3003
2018
Q2 		$197K Buy
19,715
+145
+0.7% +$1.42K ﹤0.01% 2983
2018
Q1 		$191K Buy
19,570
+6,760
+53% +$68.6K ﹤0.01% 2965
2017
Q4 		$144K Sell
12,810
-234
-2% -$2.6K ﹤0.01% 2882
2017
Q3 		$145K Hold
13,044
– – ﹤0.01% 2730
2017
Q2 		$148K Sell
13,044
-87,214
-87% -$987K ﹤0.01% 2660
2017
Q1 		$1.11M Sell
100,258
-30,269
-23% -$336K 0.01% 1192
2016
Q4 		$1.44M Sell
130,527
-17,851
-12% -$189K 0.01% 986
2016
Q3 		$1.7M Sell
148,378
-93,185
-39% -$1.12M 0.02% 849
2016
Q2 		$2.87M Sell
241,563
-444,739
-65% -$4.93M 0.02% 578
2016
Q1 		$7.32M Buy
686,302
+3,506
+0.5% +$35.4K 0.02% 551
2015
Q4 		$7.25M Buy
682,796
+343,547
+101% +$3.63M 0.02% 549
2015
Q3 		$3.43M Buy
339,249
+3,126
+0.9% +$32.6K 0.02% 598
2015
Q2 		$3.44M Buy
336,123
+3,252
+1% +$36.4K 0.02% 663
2015
Q1 		$3.95M Buy
332,871
+21,484
+7% +$254K 0.02% 613
2014
Q4 		$3.58M Sell
311,387
-12,646
-4% -$142K 0.02% 624
2014
Q3 		$3.4M Sell
324,033
-8,533
-3% -$93.6K 0.02% 613
2014
Q2 		$3.72M Sell
332,566
-10,336
-3% -$113K 0.02% 587
2014
Q1 		$3.67M Buy
342,902
+27,144
+9% +$283K 0.02% 548
2013
Q4 		$3.01M Buy
315,758
+49,126
+18% +$524K 0.02% 631
2013
Q3 		$2.92M Sell
266,632
-41,164
-13% -$456K 0.02% 616
2013
Q2 		$3.66M Buy
+307,796
New +$3.83M 0.03% 482

Other funds holding JRS

Morgan Stanley
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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's JRS Position: Q1 2026 in Review

LPL Financial reduced its Nuveen Real Estate Income Fund (JRS) stake by 0.61% in Q1 2026, selling an estimated $10.3K and leaving 217,338 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3701.

LPL Financial first reported a position in JRS in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.32M in Q1 2016. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • LPL Financial held 217,338 shares of Nuveen Real Estate Income Fund worth $1.62M as of Q1 2026.
  • LPL Financial sold 1,327 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $10.3K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3701 holding.
  • LPL Financial first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Nuveen Real Estate Income Fund position peaked at $7.32M in Q1 2016.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.