NWF Advisory Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

NWF Advisory Services’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	$429K	Sell	57,500 -2,200	-4%	-$17.1K	0.05%	234
2025 Q4	$457K	Sell	59,700 -5,000	-8%	-$39.4K	0.05%	218
2025 Q3	$529K	Buy	64,700 +14,400	+29%	+$114K	0.06%	207
2025 Q2	$391K	Hold	50,300	–	–	0.05%	241
2025 Q1	$414K	Buy	+50,300	New	+$427K	0.06%	197
2024 Q4	–	Sell	-51,800	Closed	-$482K	–	364
2024 Q3	$482K	Sell	51,800 -1,800	-3%	-$15.3K	0.07%	170
2024 Q2	$410K	Buy	53,600 +1,400	+3%	+$10.4K	0.07%	184
2024 Q1	$412K	Hold	52,200	–	–	0.07%	187
2023 Q4	$408K	Sell	52,200 -1,500	-3%	-$10.3K	0.08%	167
2023 Q3	$360K	Sell	53,700 -2,900	-5%	-$21.1K	0.08%	164
2023 Q2	$421K	Hold	56,600	–	–	0.1%	155
2023 Q1	$421K	Buy	+56,600	New	+$458K	0.1%	154

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

NWF Advisory Services's JRS Position: Q1 2026 in Review

NWF Advisory Services reduced its Nuveen Real Estate Income Fund (JRS) stake by 3.7% in Q1 2026, selling an estimated $17.1K and leaving 57,500 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #234.

NWF Advisory Services first reported a position in JRS in Q1 2023 and has held it in 12 quarters since. The position peaked at $529K in Q3 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

NWF Advisory Services held 57,500 shares of Nuveen Real Estate Income Fund worth $429K as of Q1 2026.
NWF Advisory Services sold 2,200 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $17.1K.
Nuveen Real Estate Income Fund made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #234 holding.
NWF Advisory Services first reported a position in Nuveen Real Estate Income Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Nuveen Real Estate Income Fund position peaked at $529K in Q3 2025.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.