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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
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

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AAM
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Baird Financial Group
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KWM
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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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $6.41B AUM 4.78% 1-Year Est. Return