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ORG Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-262
Closed -$2.26K – 1508
2024
Q4 		$2.26K Buy
+262
New +$2.37K ﹤0.01% 1075

Other funds holding JRS

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AAM
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ORG Partners's JRS Position: Q1 2025 in Review

ORG Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2025, closing a stake of 262 shares — an estimated $2.26K sold.

ORG Partners first reported a position in JRS in Q4 2024 and held it in 1 quarter. The position peaked at $2.26K in Q4 2024. 61 funds tracked by Wall St. Rank hold JRS as of Q1 2025.

  • ORG Partners reported no remaining Nuveen Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 262 Nuveen Real Estate Income Fund shares in Q1 2025, an estimated $2.26K.
  • ORG Partners first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and held it in 1 quarter.
  • ORG Partners's Nuveen Real Estate Income Fund position peaked at $2.26K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.