Shaker Financial Services
JRS icon

Shaker Financial Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Shaker Financial Services’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
Q3 		– Sell
-22,364
Closed -$193K – 155
2026
Q2 		$193K Sell
22,364
-10,000
-31% -$81.5K 0.06% 138
2026
Q1 		$248K Buy
+32,364
New +$252K 0.09% 134
2025
Q4 		– Sell
-49,501
Closed -$413K – 176
2025
Q3 		$413K Sell
49,501
-48,727
-50% -$386K 0.14% 120
2025
Q2 		$781K Buy
98,228
+33,000
+51% +$256K 0.28% 93
2025
Q1 		$544K Buy
65,228
+23,000
+54% +$195K 0.21% 113
2024
Q4 		$364K Buy
+42,228
New +$381K 0.14% 140
2023
Q3 		– Sell
-28,405
Closed -$216K – 169
2023
Q2 		$216K Buy
+28,405
New +$207K 0.09% 143
2022
Q4 		– Sell
-68,630
Closed -$531K – 161
2022
Q3 		$531K Buy
+68,630
New +$645K 0.26% 93
2022
Q2 		– Sell
-49,008
Closed -$579K – 150
2022
Q1 		$579K Buy
49,008
+19,393
+65% +$225K 0.22% 107
2021
Q4 		$380K Sell
29,615
-48,070
-62% -$563K 0.13% 129
2021
Q3 		$825K Sell
77,685
-46,527
-37% -$526K 0.33% 85
2021
Q2 		$1.38M Buy
124,212
+104,243
+522% +$1.1M 0.51% 74
2021
Q1 		$192K Sell
19,969
-9,240
-32% -$82.3K 0.08% 155
2020
Q4 		$247K Buy
+29,209
New +$236K 0.1% 146
2020
Q3 		– Sell
-55,165
Closed -$412K – 179
2020
Q2 		$412K Sell
55,165
-1,987
-3% -$14.5K 0.23% 114
2020
Q1 		$388K Buy
57,152
+39,786
+229% +$383K 0.26% 105
2019
Q4 		$184K Sell
17,366
-8,679
-33% -$92.8K 0.08% 133
2019
Q3 		$286K Buy
+26,045
New +$279K 0.15% 116
2018
Q3 		– Sell
-18,679
Closed -$187K – 130
2018
Q2 		$187K Buy
+18,679
New +$182K 0.09% 97

Other funds holding JRS

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Advisory Advocates
Advisory Advocates Grand Rapids, Michigan $116M AUM 14.5% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Shaker Financial Services's JRS Position: Q3 2026 in Review

Shaker Financial Services sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2026, closing a stake of 22,364 shares — an estimated $193K sold.

Shaker Financial Services first reported a position in JRS in Q2 2018 and held it in 19 quarters. The position peaked at $1.38M in Q2 2021. 38 funds tracked by Wall St. Rank hold JRS as of Q3 2026.

  • Shaker Financial Services reported no remaining Nuveen Real Estate Income Fund position as of Q3 2026 after selling out during the quarter.
  • Shaker Financial Services sold 22,364 Nuveen Real Estate Income Fund shares in Q3 2026, an estimated $193K.
  • Shaker Financial Services first reported a position in Nuveen Real Estate Income Fund in Q2 2018 and held it in 19 quarters.
  • Shaker Financial Services's Nuveen Real Estate Income Fund position peaked at $1.38M in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.