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West Branch Capital’s Nuveen Real Estate Income Fund JRS Stock Holding History

West Branch Capital’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 		$8.81K Buy
1,046
+24
+2% +$196 ﹤0.01% 243
2026
Q1 		$7.63K Hold
1,022
– – ﹤0.01% 248
2025
Q4 		$7.83K Buy
+1,022
New +$8.05K ﹤0.01% 282

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
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

West Branch Capital's JRS Position: Q2 2026 in Review

West Branch Capital increased its Nuveen Real Estate Income Fund (JRS) stake by 2.3% in Q2 2026, buying an estimated $196 and bringing the position to 1,046 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

West Branch Capital first reported a position in JRS in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

  • West Branch Capital held 1,046 shares of Nuveen Real Estate Income Fund worth $8.81K as of Q2 2026.
  • West Branch Capital bought 24 Nuveen Real Estate Income Fund shares in Q2 2026, an estimated $196.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #243 holding.
  • West Branch Capital first reported a position in Nuveen Real Estate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.