Raymond James Financial’s Nuveen Real Estate Income Fund JRS Stock Holding History

Raymond James Financial’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	$457K	Sell	54,265 -2,316	-4%	-$18.9K	﹤0.01%	4570
2026 Q1	$422K	Sell	56,581 -12,630	-18%	-$98.4K	﹤0.01%	4467
2025 Q4	$530K	Buy	69,211 +21,700	+46%	+$171K	﹤0.01%	4234
2025 Q3	$389K	Sell	47,511 -7,491	-14%	-$59.3K	﹤0.01%	4268
2025 Q2	$428K	Sell	55,002 -1,851	-3%	-$14.4K	﹤0.01%	4100
2025 Q1	$468K	Buy	56,853 +6,074	+12%	+$51.6K	﹤0.01%	3970
2024 Q4	$438K	Buy	+50,779	New	+$459K	﹤0.01%	3986

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

Raymond James Financial's JRS Position: Q2 2026 in Review

Raymond James Financial reduced its Nuveen Real Estate Income Fund (JRS) stake by 4.1% in Q2 2026, selling an estimated $18.9K and leaving 54,265 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #4570.

Raymond James Financial first reported a position in JRS in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q4 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Raymond James Financial held 54,265 shares of Nuveen Real Estate Income Fund worth $457K as of Q2 2026.
Raymond James Financial sold 2,316 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $18.9K.
Nuveen Real Estate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4570 holding.
Raymond James Financial first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Nuveen Real Estate Income Fund position peaked at $530K in Q4 2025.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.