UBS Group
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UBS Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

UBS Group’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 		$902K Sell
120,903
-666
-0.5% -$5.19K ﹤0.01% 5630
2025
Q4 		$931K Sell
121,569
-5,522
-4% -$43.5K ﹤0.01% 5644
2025
Q3 		$1.04M Sell
127,091
-317
-0.2% -$2.51K ﹤0.01% 5542
2025
Q2 		$991K Buy
127,408
+44,804
+54% +$348K ﹤0.01% 5457
2025
Q1 		$681K Sell
82,604
-36,107
-30% -$307K ﹤0.01% 5599
2024
Q4 		$1.02M Buy
118,711
+41,776
+54% +$377K ﹤0.01% 5281
2024
Q3 		$715K Buy
76,935
+11,386
+17% +$97K ﹤0.01% 4948
2024
Q2 		$501K Sell
65,549
-4,534
-6% -$33.7K ﹤0.01% 4997
2024
Q1 		$554K Sell
70,083
-12,716
-15% -$97.5K ﹤0.01% 5116
2023
Q4 		$647K Buy
82,799
+152
+0.2% +$1.04K ﹤0.01% 4878
2023
Q3 		$554K Sell
82,647
-6,070
-7% -$44.3K ﹤0.01% 4583
2023
Q2 		$659K Sell
88,717
-458
-0.5% -$3.33K ﹤0.01% 4588
2023
Q1 		$666K Sell
89,175
-2,734
-3% -$22.1K ﹤0.01% 4471
2022
Q4 		$695K Sell
91,909
-5,142
-5% -$40.3K ﹤0.01% 4404
2022
Q3 		$750K Sell
97,051
-2,579
-3% -$24.3K ﹤0.01% 3990
2022
Q2 		$937K Buy
99,630
+8,981
+10% +$94.6K ﹤0.01% 3793
2022
Q1 		$1.07M Buy
90,649
+8,227
+10% +$95.4K ﹤0.01% 4027
2021
Q4 		$1.06M Buy
82,422
+8,513
+12% +$99.7K ﹤0.01% 4342
2021
Q3 		$785K Buy
73,909
+1,478
+2% +$16.7K ﹤0.01% 4388
2021
Q2 		$803K Sell
72,431
-7,401
-9% -$77.9K ﹤0.01% 4366
2021
Q1 		$766K Buy
79,832
+1,970
+3% +$17.6K ﹤0.01% 4515
2020
Q4 		$658K Buy
77,862
+1,863
+2% +$15K ﹤0.01% 4371
2020
Q3 		$574K Sell
75,999
-846
-1% -$6.52K ﹤0.01% 4076
2020
Q2 		$574K Sell
76,845
-26,165
-25% -$190K ﹤0.01% 4021
2020
Q1 		$700K Buy
103,010
+14,846
+17% +$143K ﹤0.01% 3678
2019
Q4 		$936K Buy
88,164
+59,165
+204% +$632K ﹤0.01% 4282
2019
Q3 		$319K Buy
28,999
+20,417
+238% +$218K ﹤0.01% 4900
2019
Q2 		$90K Sell
8,582
-2,347
-21% -$24.2K ﹤0.01% 5447
2019
Q1 		$113K Sell
10,929
-4,700
-30% -$46.6K ﹤0.01% 4976
2018
Q4 		$132K Sell
15,629
-6,091
-28% -$55.9K ﹤0.01% 5300
2018
Q3 		$213K Sell
21,720
-737
-3% -$7.42K ﹤0.01% 5005
2018
Q2 		$225K Sell
22,457
-2,870
-11% -$28K ﹤0.01% 4855
2018
Q1 		$247K Buy
25,327
+4,695
+23% +$47.7K ﹤0.01% 4643
2017
Q4 		$232K Sell
20,632
-10,039
-33% -$111K ﹤0.01% 4814
2017
Q3 		$342K Sell
30,671
-1,880
-6% -$21.1K ﹤0.01% 4498
2017
Q2 		$368K Sell
32,551
-70,905
-69% -$802K ﹤0.01% 4341
2017
Q1 		$1.15M Sell
103,456
-18,311
-15% -$204K ﹤0.01% 3417
2016
Q4 		$1.31M Buy
121,767
+40,324
+50% +$427K ﹤0.01% 3320
2016
Q3 		$967K Sell
81,443
-6,597
-7% -$79.2K ﹤0.01% 3457
2016
Q2 		$1.06M Sell
88,040
-5,243
-6% -$58.1K ﹤0.01% 3332
2016
Q1 		$1.01M Sell
93,283
-3,689
-4% -$37.2K ﹤0.01% 3241
2015
Q4 		$1.03M Sell
96,972
-6,330
-6% -$67K ﹤0.01% 3385
2015
Q3 		$1.04M Buy
103,302
+30,079
+41% +$314K ﹤0.01% 3310
2015
Q2 		$748K Buy
73,223
+184
+0.3% +$2.06K ﹤0.01% 3791
2015
Q1 		$871K Buy
73,039
+53,789
+279% +$636K ﹤0.01% 3691
2014
Q4 		$221K Buy
+19,250
New +$215K ﹤0.01% 4948

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

UBS Group's JRS Position: Q1 2026 in Review

UBS Group reduced its Nuveen Real Estate Income Fund (JRS) stake by 0.55% in Q1 2026, selling an estimated $5.19K and leaving 120,903 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #5630.

UBS Group first reported a position in JRS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.31M in Q4 2016. 76 funds tracked by Wall St. Rank hold JRS as of Q1 2026.

  • UBS Group held 120,903 shares of Nuveen Real Estate Income Fund worth $902K as of Q1 2026.
  • UBS Group sold 666 Nuveen Real Estate Income Fund shares in Q1 2026, an estimated $5.19K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5630 holding.
  • UBS Group first reported a position in Nuveen Real Estate Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Nuveen Real Estate Income Fund position peaked at $1.31M in Q4 2016.
  • 76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.