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 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 $1.66T 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

Rockefeller Capital Management's JRS Position: Q1 2026 in Review

Rockefeller Capital Management increased its Nuveen Real Estate Income Fund (JRS) stake by 2.8% in Q1 2026, buying an estimated $366 and bringing the position to 1,751 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

Rockefeller Capital Management first reported a position in JRS in Q3 2022 and has held it in 9 quarters since. The position peaked at $381K in Q4 2023. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Rockefeller Capital Management held 1,751 shares of Nuveen Real Estate Income Fund worth $13.1K as of Q1 2026.
Rockefeller Capital Management bought 47 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $366.
Nuveen Real Estate Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3879 holding.
Rockefeller Capital Management first reported a position in Nuveen Real Estate Income Fund in Q3 2022 and has held it in 9 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 Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.