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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
Q2 		$9.19K Buy
1,090
+24
+2% +$196 ﹤0.01% 234
2026
Q1 		$7.95K Buy
+1,066
New +$8.31K ﹤0.01% 205

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marshall Investment Management's JRS Position: Q2 2026 in Review

Marshall Investment Management increased its Nuveen Real Estate Income Fund (JRS) stake by 2.3% in Q2 2026, buying an estimated $196 and bringing the position to 1,090 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Marshall Investment Management first reported a position in JRS in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Marshall Investment Management held 1,090 shares of Nuveen Real Estate Income Fund worth $9.19K as of Q2 2026.
  • Marshall Investment Management bought 24 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $196.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #234 holding.
  • Marshall Investment Management first reported a position in Nuveen Real Estate Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.