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

Merit 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
Q2 		$219K Sell
25,931
-18,252
-41% -$149K ﹤0.01% 2051
2026
Q1 		$330K Buy
44,183
+11,427
+35% +$89K ﹤0.01% 1597
2025
Q4 		$251K Buy
+32,756
New +$258K ﹤0.01% 1671

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

Merit Financial Group's JRS Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen Real Estate Income Fund (JRS) stake by 41% in Q2 2026, selling an estimated $149K and leaving 25,931 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Merit Financial Group first reported a position in JRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $330K in Q1 2026. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Merit Financial Group held 25,931 shares of Nuveen Real Estate Income Fund worth $219K as of Q2 2026.
  • Merit Financial Group sold 18,252 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $149K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2051 holding.
  • Merit Financial Group first reported a position in Nuveen Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Nuveen Real Estate Income Fund position peaked at $330K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.