Rockefeller Capital Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Rockefeller Capital Management’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	$14.8K	Hold	1,751	–	–	﹤0.01%	3848
2026 Q1	$13.1K	Buy	1,751 +47	+3%	+$366	﹤0.01%	3879
2025 Q4	$13.1K	Buy	1,704 +704	+70%	+$5.55K	﹤0.01%	3688
2025 Q3	$8.18K	Buy	+1,000	New	+$7.92K	﹤0.01%	3728
2024 Q1	–	Sell	-48,700	Closed	-$381K	–	1702
2023 Q4	$381K	Buy	48,700 +1,000	+2%	+$6.88K	﹤0.01%	1410
2023 Q3	$324K	Sell	47,700 -5,275	-10%	-$38.5K	﹤0.01%	1399
2023 Q2	$177K	Buy	52,975 +29,200	+123%	+$213K	﹤0.01%	1678
2023 Q1	$177K	Sell	23,775 -8,755	-27%	-$70.9K	﹤0.01%	1835
2022 Q4	$245K	Hold	32,530	–	–	﹤0.01%	1571
2022 Q3	$251K	Buy	+32,530	New	+$306K	﹤0.01%	1552

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

Rockefeller Capital Management's JRS Position: Q2 2026 in Review

Rockefeller Capital Management held its Nuveen Real Estate Income Fund (JRS) position steady in Q2 2026 at 1,751 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

Rockefeller Capital Management first reported a position in JRS in Q3 2022 and has held it in 10 quarters since. The position peaked at $381K in Q4 2023. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Rockefeller Capital Management held 1,751 shares of Nuveen Real Estate Income Fund worth $14.8K as of Q2 2026.
Rockefeller Capital Management left its Nuveen Real Estate Income Fund share count unchanged in Q2 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3848 holding.
Rockefeller Capital Management first reported a position in Nuveen Real Estate Income Fund in Q3 2022 and has held it in 10 quarters since.
Rockefeller Capital Management's Nuveen Real Estate Income Fund position peaked at $381K in Q4 2023.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.