Wealth Enhancement Advisory Services
JRS icon

Wealth Enhancement Advisory Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Wealth Enhancement Advisory Services’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 		$86.8K Sell
10,166
-4
-0% -$33 ﹤0.01% 3830
2026
Q1 		$77.9K Buy
10,170
+170
+2% +$1.32K ﹤0.01% 3368
2025
Q4 		$76.4K Sell
10,000
-204
-2% -$1.61K ﹤0.01% 3482
2025
Q3 		$82.1K Sell
10,204
-21
-0.2% -$166 ﹤0.01% 3364
2025
Q2 		$80.7K Sell
10,225
-6
-0.1% -$47 ﹤0.01% 3172
2025
Q1 		$84.3K Buy
10,231
+36
+0.4% +$306 ﹤0.01% 2794
2024
Q4 		$88K Buy
10,195
+100
+1% +$903 ﹤0.01% 2820
2024
Q3 		$93.9K Buy
10,095
+95
+1% +$809 ﹤0.01% 2569
2024
Q2 		$76.4K Sell
10,000
-2,700
-21% -$20K ﹤0.01% 2432
2024
Q1 		$100K Buy
12,700
+1,300
+11% +$9.96K ﹤0.01% 2293
2023
Q4 		$89.1K Hold
11,400
– – ﹤0.01% 2183
2023
Q3 		$76.4K Buy
+11,400
New +$83.1K ﹤0.01% 2131

Other funds holding JRS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's JRS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Nuveen Real Estate Income Fund (JRS) stake by 0.04% in Q2 2026, selling an estimated $33 and leaving 10,166 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3830.

Wealth Enhancement Advisory Services first reported a position in JRS in Q3 2023 and has held it in 12 quarters since. The position peaked at $100K in Q1 2024. 14 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,166 shares of Nuveen Real Estate Income Fund worth $86.8K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $33.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3830 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Real Estate Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen Real Estate Income Fund position peaked at $100K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.