Stifel Financial
JRS icon

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

Stifel Financial’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 		$340K Sell
45,623
-1,208
-3% -$9.41K ﹤0.01% 3097
2025
Q4 		$359K Buy
46,831
+5,010
+12% +$39.5K ﹤0.01% 3046
2025
Q3 		$342K Buy
41,821
+1,610
+4% +$12.8K ﹤0.01% 3035
2025
Q2 		$313K Buy
40,211
+1,330
+3% +$10.3K ﹤0.01% 3027
2025
Q1 		$320K Buy
38,881
+2,615
+7% +$22.2K ﹤0.01% 2931
2024
Q4 		$313K Buy
36,266
+4,000
+12% +$36.1K ﹤0.01% 2933
2024
Q3 		$300K Buy
32,266
+5,341
+20% +$45.5K ﹤0.01% 2964
2024
Q2 		$206K Buy
26,925
+8,483
+46% +$63K ﹤0.01% 3100
2024
Q1 		$146K Hold
18,442
– – ﹤0.01% 3139
2023
Q4 		$144K Buy
18,442
+880
+5% +$6.05K ﹤0.01% 3111
2023
Q3 		$118K Buy
17,562
+2,190
+14% +$16K ﹤0.01% 3086
2023
Q2 		$114K Sell
15,372
-5,755
-27% -$41.9K ﹤0.01% 3155
2023
Q1 		$158K Buy
21,127
+1,022
+5% +$8.28K ﹤0.01% 3098
2022
Q4 		$152K Buy
20,105
+4,990
+33% +$39.1K ﹤0.01% 3046
2022
Q3 		$117K Buy
+15,115
New +$142K ﹤0.01% 3083
2016
Q3 		– Sell
-73,085
Closed -$877K – 2453
2016
Q2 		$877K Buy
+73,085
New +$810K ﹤0.01% 1423

Other funds holding JRS

Morgan Stanley
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
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

Stifel Financial's JRS Position: Q1 2026 in Review

Stifel Financial reduced its Nuveen Real Estate Income Fund (JRS) stake by 2.6% in Q1 2026, selling an estimated $9.41K and leaving 45,623 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Stifel Financial first reported a position in JRS in Q2 2016 and has held it in 16 quarters since. The position peaked at $877K in Q2 2016. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • Stifel Financial held 45,623 shares of Nuveen Real Estate Income Fund worth $340K as of Q1 2026.
  • Stifel Financial sold 1,208 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $9.41K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3097 holding.
  • Stifel Financial first reported a position in Nuveen Real Estate Income Fund in Q2 2016 and has held it in 16 quarters since.
  • Stifel Financial's Nuveen Real Estate Income Fund position peaked at $877K in Q2 2016.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.