Marshall Investment Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Marshall Investment 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
2026 Q1	$7.95K	Buy	+1,066	New	+$8.31K	﹤0.01%	205

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

Marshall Investment Management's JRS Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Nuveen Real Estate Income Fund (JRS) in Q1 2026: 1,066 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #205 among its holdings.

76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Marshall Investment Management held 1,066 shares of Nuveen Real Estate Income Fund worth $7.95K as of Q1 2026.
Nuveen Real Estate Income Fund was a new Marshall Investment Management position in Q1 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #205 holding.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.