Truist Financial’s Nuveen Real Estate Income Fund JRS Stock Holding History

Truist Financial’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	$215K	Hold	28,815	–	–	﹤0.01%	2609
2025 Q4	$221K	Hold	28,815	–	–	﹤0.01%	2546
2025 Q3	$236K	Buy	28,815 +8,139	+39%	+$64.5K	﹤0.01%	2459
2025 Q2	$161K	Hold	20,676	–	–	﹤0.01%	2450
2025 Q1	$170K	Hold	20,676	–	–	﹤0.01%	2394
2024 Q4	$178K	Hold	20,676	–	–	﹤0.01%	2410
2024 Q3	$192K	Buy	+20,676	New	+$176K	﹤0.01%	2355
2022 Q1	–	Sell	-32,174	Closed	-$412K	–	2757
2021 Q4	$412K	Sell	32,174 -3,500	-10%	-$41K	﹤0.01%	2137
2021 Q3	$379K	Sell	35,674 -979	-3%	-$11.1K	﹤0.01%	2185
2021 Q2	$406K	Hold	36,653	–	–	﹤0.01%	2197
2021 Q1	$352K	Buy	36,653 +558	+2%	+$4.97K	﹤0.01%	2183
2020 Q4	$305K	Sell	36,095 -1,200	-3%	-$9.68K	﹤0.01%	2143
2020 Q3	$282K	Buy	37,295 +12,324	+49%	+$95K	﹤0.01%	2051
2020 Q2	$187K	Sell	24,971 -19,706	-44%	-$143K	﹤0.01%	2208
2020 Q1	$303K	Buy	44,677 +912	+2%	+$8.78K	﹤0.01%	1854
2019 Q4	$465K	Buy	+43,765	New	+$468K	﹤0.01%	1911

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

Truist Financial's JRS Position: Q1 2026 in Review

Truist Financial held its Nuveen Real Estate Income Fund (JRS) position steady in Q1 2026 at 28,815 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Truist Financial first reported a position in JRS in Q4 2019 and has held it in 16 quarters since. The position peaked at $465K in Q4 2019. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

Truist Financial held 28,815 shares of Nuveen Real Estate Income Fund worth $215K as of Q1 2026.
Truist Financial left its Nuveen Real Estate Income Fund share count unchanged in Q1 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2609 holding.
Truist Financial first reported a position in Nuveen Real Estate Income Fund in Q4 2019 and has held it in 16 quarters since.
Truist Financial's Nuveen Real Estate Income Fund position peaked at $465K in Q4 2019.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.