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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
Q2 		$123K Sell
14,620
-286
-2% -$2.33K 0.02% 155
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 $1.89T 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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TrueMark Investments's JRS Position: Q2 2026 in Review

TrueMark Investments reduced its Nuveen Real Estate Income Fund (JRS) stake by 1.9% in Q2 2026, selling an estimated $2.33K and leaving 14,620 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #155.

TrueMark Investments first reported a position in JRS in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • TrueMark Investments held 14,620 shares of Nuveen Real Estate Income Fund worth $123K as of Q2 2026.
  • TrueMark Investments sold 286 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $2.33K.
  • Nuveen Real Estate Income Fund made up 0.02% of TrueMark Investments's portfolio in Q2 2026, its #155 holding.
  • TrueMark Investments first reported a position in Nuveen Real Estate Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.