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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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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. 12 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.
  • 12 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.