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

NewEdge 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	$323	Hold	43	–	–	﹤0.01%	4030
2025 Q4	$332	Buy	43 +1	+2%	+$8	﹤0.01%	4104
2025 Q3	$340	Sell	42 -999	-96%	-$7.91K	﹤0.01%	3980
2025 Q2	$8.1K	Buy	1,041 +1,001	+2,503%	+$7.78K	﹤0.01%	3266
2025 Q1	$328	Hold	40	–	–	﹤0.01%	3762
2024 Q4	$344	Buy	40 +2	+5%	+$18	﹤0.01%	3706
2024 Q3	$357	Hold	38	–	–	﹤0.01%	3641
2024 Q2	$287	Buy	38 +1	+3%	+$7	﹤0.01%	3627
2024 Q1	$291	Hold	37	–	–	﹤0.01%	3648
2023 Q4	$288	Buy	+37	New	+$254	﹤0.01%	3578
2023 Q3	–	Sell	-12,000	Closed	-$89.2K	–	3570
2023 Q2	$89.2K	Buy	12,000 +300	+3%	+$2.18K	﹤0.01%	1886
2023 Q1	$84.9K	Buy	11,700 +1,500	+15%	+$12.1K	﹤0.01%	1803
2022 Q4	$77.1K	Buy	+10,200	New	+$80K	﹤0.01%	1546

Other funds holding JRS

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 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NewEdge Advisors's JRS Position: Q1 2026 in Review

NewEdge Advisors held its Nuveen Real Estate Income Fund (JRS) position steady in Q1 2026 at 43 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

NewEdge Advisors first reported a position in JRS in Q4 2022 and has held it in 13 quarters since. The position peaked at $89.2K in Q2 2023. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

NewEdge Advisors held 43 shares of Nuveen Real Estate Income Fund worth $323 as of Q1 2026.
NewEdge Advisors left its Nuveen Real Estate Income Fund share count unchanged in Q1 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4030 holding.
NewEdge Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2022 and has held it in 13 quarters since.
NewEdge Advisors's Nuveen Real Estate Income Fund position peaked at $89.2K in Q2 2023.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.