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TrueMark Investments’s Nuveen Real Estate Income Fund JRS Stock Holding History

TrueMark Investments’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 		$111K Buy
14,906
+768
+5% +$5.98K 0.02% 149
2025
Q4 		$108K Buy
14,138
+352
+3% +$2.77K 0.02% 226
2025
Q3 		$113K Buy
+13,786
New +$109K 0.02% 171

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

TrueMark Investments's JRS Position: Q1 2026 in Review

TrueMark Investments increased its Nuveen Real Estate Income Fund (JRS) stake by 5.4% in Q1 2026, buying an estimated $5.98K and bringing the position to 14,906 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #149.

TrueMark Investments first reported a position in JRS in Q3 2025 and has held it in 3 quarters since. The position peaked at $113K in Q3 2025. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • TrueMark Investments held 14,906 shares of Nuveen Real Estate Income Fund worth $111K as of Q1 2026.
  • TrueMark Investments bought 768 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $5.98K.
  • Nuveen Real Estate Income Fund made up 0.02% of TrueMark Investments's portfolio in Q1 2026, its #149 holding.
  • TrueMark Investments first reported a position in Nuveen Real Estate Income Fund in Q3 2025 and has held it in 3 quarters since.
  • TrueMark Investments's Nuveen Real Estate Income Fund position peaked at $113K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.