WBC
JRS icon

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

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

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. 76 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.
  • 76 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.