Steward Partners Investment Advisory’s Nuveen Real Estate Income Fund JRS Stock Holding History

Steward Partners Investment Advisory’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	$332K	Hold	44,551	–	–	﹤0.01%	1751
2025 Q4	$341K	Hold	44,551	–	–	﹤0.01%	1639
2025 Q3	$364K	Hold	44,551	–	–	﹤0.01%	1548
2025 Q2	$347K	Sell	44,551 -1,489	-3%	-$11.6K	﹤0.01%	1485
2025 Q1	$379K	Hold	46,040	–	–	﹤0.01%	1337
2024 Q4	$397K	Hold	46,040	–	–	﹤0.01%	1272
2024 Q3	$428K	Hold	46,040	–	–	﹤0.01%	1174
2024 Q2	$352K	Hold	46,040	–	–	﹤0.01%	1215
2024 Q1	$364K	Hold	46,040	–	–	﹤0.01%	1181
2023 Q4	$360K	Buy	+46,040	New	+$317K	﹤0.01%	1137
2022 Q4	–	Sell	-33,867	Closed	-$262K	–	3421
2022 Q3	$262K	Hold	33,867	–	–	﹤0.01%	1090
2022 Q2	$318K	Hold	33,867	–	–	0.01%	1011
2022 Q1	$400K	Hold	33,867	–	–	0.01%	1012
2021 Q4	$434K	Hold	33,867	–	–	0.01%	991
2021 Q3	$360K	Hold	33,867	–	–	0.01%	1033
2021 Q2	$376K	Hold	33,867	–	–	0.01%	1054
2021 Q1	$325K	Hold	33,867	–	–	0.01%	1060
2020 Q4	$286K	Hold	33,867	–	–	0.01%	933
2020 Q3	$256K	Buy	33,867 +15,661	+86%	+$121K	0.01%	862
2020 Q2	$136K	Buy	+18,206	New	+$132K	﹤0.01%	1012

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

Steward Partners Investment Advisory's JRS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Nuveen Real Estate Income Fund (JRS) position steady in Q1 2026 at 44,551 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Steward Partners Investment Advisory first reported a position in JRS in Q2 2020 and has held it in 20 quarters since. The position peaked at $434K in Q4 2021. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Steward Partners Investment Advisory held 44,551 shares of Nuveen Real Estate Income Fund worth $332K as of Q1 2026.
Steward Partners Investment Advisory left its Nuveen Real Estate Income Fund share count unchanged in Q1 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1751 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Real Estate Income Fund in Q2 2020 and has held it in 20 quarters since.
Steward Partners Investment Advisory's Nuveen Real Estate Income Fund position peaked at $434K in Q4 2021.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.