Marshall & Sterling Wealth Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Marshall & Sterling Wealth Advisors’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	$8.51K	Hold	1,141	–	–	0.01%	240
2025 Q4	$8.74K	Hold	1,141	–	–	0.01%	237
2025 Q3	$9.33K	Sell	1,141 -1,391	-55%	-$11K	0.01%	361
2025 Q2	$19.7K	Sell	2,532 -57,769	-96%	-$449K	0.01%	261
2025 Q1	$497K	Sell	60,301 -10,909	-15%	-$92.7K	0.34%	58
2024 Q4	$615K	Buy	+71,210	New	+$643K	0.42%	43

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 & Sterling Wealth Advisors's JRS Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Nuveen Real Estate Income Fund (JRS) position steady in Q1 2026 at 1,141 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #240.

Marshall & Sterling Wealth Advisors first reported a position in JRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2024. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Marshall & Sterling Wealth Advisors held 1,141 shares of Nuveen Real Estate Income Fund worth $8.51K as of Q1 2026.
Marshall & Sterling Wealth Advisors left its Nuveen Real Estate Income Fund share count unchanged in Q1 2026.
Nuveen Real Estate Income Fund made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #240 holding.
Marshall & Sterling Wealth Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and has held it in 6 quarters since.
Marshall & Sterling Wealth Advisors's Nuveen Real Estate Income Fund position peaked at $615K in Q4 2024.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.