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 Q2	$280K	Sell	33,262 -7,640	-19%	-$62.3K	﹤0.01%	1444
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 $1.89T AUM 35.08% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stratos Wealth Partners's JRS Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Nuveen Real Estate Income Fund (JRS) stake by 19% in Q2 2026, selling an estimated $62.3K and leaving 33,262 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Stratos Wealth Partners first reported a position in JRS in Q4 2017 and has held it in 16 quarters since. The position peaked at $305K in Q1 2026. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Stratos Wealth Partners held 33,262 shares of Nuveen Real Estate Income Fund worth $280K as of Q2 2026.
Stratos Wealth Partners sold 7,640 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $62.3K.
Nuveen Real Estate Income Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1444 holding.
Stratos Wealth Partners first reported a position in Nuveen Real Estate Income Fund in Q4 2017 and has held it in 16 quarters since.
Stratos Wealth Partners's Nuveen Real Estate Income Fund position peaked at $305K in Q1 2026.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.