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 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 $1.66T 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

Raymond James Financial's JRS Position: Q1 2026 in Review

Raymond James Financial reduced its Nuveen Real Estate Income Fund (JRS) stake by 18% in Q1 2026, selling an estimated $98.4K and leaving 56,581 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #4467.

Raymond James Financial first reported a position in JRS in Q4 2024 and has held it in 6 quarters since. The position peaked at $530K in Q4 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Raymond James Financial held 56,581 shares of Nuveen Real Estate Income Fund worth $422K as of Q1 2026.
Raymond James Financial sold 12,630 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $98.4K.
Nuveen Real Estate Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4467 holding.
Raymond James Financial first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.