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

Stratos 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
2026 Q1	$305K	Buy	+40,902	New	+$319K	﹤0.01%	1311
2023 Q2	–	Sell	-14,700	Closed	-$110K	–	1215
2023 Q1	$110K	Sell	14,700 -100	-0.7%	-$810	﹤0.01%	1081
2022 Q4	$112K	Hold	14,800	–	–	﹤0.01%	1089
2022 Q3	$114K	Sell	14,800 -985	-6%	-$9.26K	﹤0.01%	1070
2022 Q2	$148K	Buy	15,785 +100	+0.6%	+$1.05K	﹤0.01%	1114
2022 Q1	$185K	Hold	15,685	–	–	﹤0.01%	1188
2021 Q4	$201K	Hold	15,685	–	–	﹤0.01%	1170
2021 Q3	$167K	Hold	15,685	–	–	﹤0.01%	1118
2021 Q2	$174K	Hold	15,685	–	–	﹤0.01%	1134
2021 Q1	$150K	Hold	15,685	–	–	﹤0.01%	1069
2020 Q4	$132K	Hold	15,685	–	–	﹤0.01%	1031
2020 Q3	$118K	Hold	15,685	–	–	﹤0.01%	959
2020 Q2	$117K	Buy	+15,685	New	+$114K	﹤0.01%	943
2018 Q2	–	Sell	-666	Closed	-$6K	–	1817
2018 Q1	$6K	Hold	666	–	–	﹤0.01%	2541
2017 Q4	$7K	Buy	+666	New	+$7.39K	﹤0.01%	2273

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

Stratos Wealth Partners's JRS Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in Nuveen Real Estate Income Fund (JRS) in Q1 2026: 40,902 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in JRS as recently as Q1 2023.

Stratos Wealth Partners first reported a position in JRS in Q4 2017 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Stratos Wealth Partners held 40,902 shares of Nuveen Real Estate Income Fund worth $305K as of Q1 2026.
Nuveen Real Estate Income Fund was a new Stratos Wealth Partners position in Q1 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1311 holding.
Stratos Wealth Partners first reported a position in Nuveen Real Estate Income Fund in Q4 2017 and has held it in 15 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.