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Mutual Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Mutual 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 		$672K Sell
90,143
-585
-0.6% -$4.56K 0.01% 752
2025
Q4 		$695K Buy
90,728
+1,751
+2% +$13.8K 0.01% 718
2025
Q3 		$723K Sell
88,977
-2,919
-3% -$23.1K 0.02% 692
2025
Q2 		$727K Buy
91,896
+6,218
+7% +$48.3K 0.02% 628
2025
Q1 		$664K Buy
85,678
+965
+1% +$8.2K 0.02% 598
2024
Q4 		$725K Buy
84,713
+3,518
+4% +$31.8K 0.02% 585
2024
Q3 		$731K Buy
81,195
+783
+1% +$6.67K 0.02% 583
2024
Q2 		$661K Buy
80,412
+3,568
+5% +$26.5K 0.02% 612
2024
Q1 		$607K Buy
76,844
+8,969
+13% +$68.8K 0.02% 630
2023
Q4 		$531K Buy
67,875
+315
+0.5% +$2.17K 0.02% 640
2023
Q3 		$453K Buy
67,560
+171
+0.3% +$1.25K 0.02% 645
2023
Q2 		$501K Buy
67,389
+12,696
+23% +$92.4K 0.02% 636
2023
Q1 		$409K Buy
54,693
+4,026
+8% +$32.6K 0.02% 688
2022
Q4 		$383K Buy
50,667
+2,248
+5% +$17.6K 0.02% 669
2022
Q3 		$374K Buy
48,419
+9,251
+24% +$87K 0.02% 648
2022
Q2 		$368K Buy
39,168
+2,822
+8% +$29.7K 0.02% 619
2022
Q1 		$429K Sell
36,346
-232
-0.6% -$2.69K 0.02% 617
2021
Q4 		$469K Sell
36,578
-988
-3% -$11.6K 0.02% 598
2021
Q3 		$399K Buy
37,566
+13,662
+57% +$154K 0.02% 620
2021
Q2 		$265K Hold
23,904
– – 0.02% 706
2021
Q1 		$229K Sell
23,904
-521
-2% -$4.64K 0.02% 693
2020
Q4 		$206K Sell
24,425
-1,024
-4% -$8.26K 0.02% 692
2020
Q3 		$192K Buy
25,449
+39
+0.2% +$301 0.02% 638
2020
Q2 		$190K Buy
25,410
+241
+1% +$1.75K 0.02% 608
2020
Q1 		$171K Sell
25,169
-4,701
-16% -$45.2K 0.02% 512
2019
Q4 		$317K Buy
29,870
+1,476
+5% +$15.8K 0.03% 449
2019
Q3 		$312K Buy
+28,394
New +$304K 0.04% 411

Other funds holding JRS

Morgan Stanley
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
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

Mutual Advisors's JRS Position: Q1 2026 in Review

Mutual Advisors reduced its Nuveen Real Estate Income Fund (JRS) stake by 0.64% in Q1 2026, selling an estimated $4.56K and leaving 90,143 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #752.

Mutual Advisors first reported a position in JRS in Q3 2019 and has held it in 27 quarters since. The position peaked at $731K in Q3 2024. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • Mutual Advisors held 90,143 shares of Nuveen Real Estate Income Fund worth $672K as of Q1 2026.
  • Mutual Advisors sold 585 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $4.56K.
  • Nuveen Real Estate Income Fund made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #752 holding.
  • Mutual Advisors first reported a position in Nuveen Real Estate Income Fund in Q3 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Nuveen Real Estate Income Fund position peaked at $731K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.