NBC Securities’s Nuveen Real Estate Income Fund JRS Stock Holding History

NBC Securities’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	$41.8K	Hold	4,953	–	–	﹤0.01%	1354
2026 Q1	$36.9K	Sell	4,953 -64,529	-93%	-$503K	﹤0.01%	1441
2025 Q4	$532K	Buy	69,482 +5,008	+8%	+$39.5K	0.04%	483
2025 Q3	$527K	Buy	64,474 +7,912	+14%	+$62.7K	0.04%	479
2025 Q2	$440K	Buy	56,562 +8,551	+18%	+$66.4K	0.04%	534
2025 Q1	$395K	Buy	48,011 +48,006	+960,120%	+$408K	0.03%	530
2024 Q4	$45	Sell	5 -5,312	-100%	-$48K	﹤0.01%	1056
2024 Q3	$49K	Hold	5,317	–	–	﹤0.01%	1185
2024 Q2	$40K	Hold	5,317	–	–	﹤0.01%	1201
2024 Q1	$42K	Hold	5,317	–	–	﹤0.01%	1186
2023 Q4	$41K	Sell	5,317 -1,692	-24%	-$11.6K	﹤0.01%	1187
2023 Q3	$46K	Buy	+7,009	New	+$51.1K	0.01%	1152

Other funds holding JRS

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 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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NBC Securities's JRS Position: Q2 2026 in Review

NBC Securities held its Nuveen Real Estate Income Fund (JRS) position steady in Q2 2026 at 4,953 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

NBC Securities first reported a position in JRS in Q3 2023 and has held it in 12 quarters since. The position peaked at $532K in Q4 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

NBC Securities held 4,953 shares of Nuveen Real Estate Income Fund worth $41.8K as of Q2 2026.
NBC Securities left its Nuveen Real Estate Income Fund share count unchanged in Q2 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1354 holding.
NBC Securities first reported a position in Nuveen Real Estate Income Fund in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Nuveen Real Estate Income Fund position peaked at $532K in Q4 2025.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.