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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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's JRS Position: Q2 2026 in Review

Shaker Financial Services reduced its Nuveen Real Estate Income Fund (JRS) stake by 31% in Q2 2026, selling an estimated $81.5K and leaving 22,364 shares worth $193K. The position accounts for 0.06% of the portfolio, ranked #138.

Shaker Financial Services first reported a position in JRS in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.38M in Q2 2021. 10 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Shaker Financial Services held 22,364 shares of Nuveen Real Estate Income Fund worth $193K as of Q2 2026.
  • Shaker Financial Services sold 10,000 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $81.5K.
  • Nuveen Real Estate Income Fund made up 0.06% of Shaker Financial Services's portfolio in Q2 2026, its #138 holding.
  • Shaker Financial Services first reported a position in Nuveen Real Estate Income Fund in Q2 2018 and has held it in 19 quarters since.
  • Shaker Financial Services's Nuveen Real Estate Income Fund position peaked at $1.38M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.