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Samara Investment Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Samara Investment 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 		$190K Hold
22,575
– – 0.18% 69
2026
Q1 		$168K Buy
+22,575
New +$176K 0.17% 70

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AAM
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Pathstone Holdings
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PAG
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Samara Investment Management's JRS Position: Q2 2026 in Review

Samara Investment Management held its Nuveen Real Estate Income Fund (JRS) position steady in Q2 2026 at 22,575 shares worth $190K. The position accounts for 0.18% of the portfolio, ranked #69.

Samara Investment Management first reported a position in JRS in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Samara Investment Management held 22,575 shares of Nuveen Real Estate Income Fund worth $190K as of Q2 2026.
  • Samara Investment Management left its Nuveen Real Estate Income Fund share count unchanged in Q2 2026.
  • Nuveen Real Estate Income Fund made up 0.18% of Samara Investment Management's portfolio in Q2 2026, its #69 holding.
  • Samara Investment Management first reported a position in Nuveen Real Estate Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.