Strategic Wealth Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Strategic Wealth Partners’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
2025 Q3	–	Sell	-22,575	Closed	-$176K	–	1359
2025 Q2	$176K	Buy	+22,575	New	+$175K	0.01%	331
2024 Q4	$195K	Sell	22,575 -8,000	-26%	-$72.2K	0.02%	306
2024 Q3	$284K	Sell	30,575 -10,500	-26%	-$89.5K	0.03%	259
2024 Q2	$314K	Buy	+41,075	New	+$305K	0.03%	235

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Wealth Partners's JRS Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2025, closing a stake of 22,575 shares — an estimated $176K sold.

Strategic Wealth Partners first reported a position in JRS in Q2 2024 and held it in 4 quarters. The position peaked at $314K in Q2 2024. 67 funds tracked by Wall St. Rank hold JRS as of Q3 2025.

Strategic Wealth Partners reported no remaining Nuveen Real Estate Income Fund position as of Q3 2025 after selling out during the quarter.
Strategic Wealth Partners sold 22,575 Nuveen Real Estate Income Fund shares in Q3 2025, an estimated $176K.
Strategic Wealth Partners first reported a position in Nuveen Real Estate Income Fund in Q2 2024 and held it in 4 quarters.
Strategic Wealth Partners's Nuveen Real Estate Income Fund position peaked at $314K in Q2 2024.
67 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.