WPG Advisers’s Nuveen Real Estate Income Fund JRS Stock Holding History

WPG Advisers’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
2025 Q4	–	Sell	-13	Closed	-$106	–	1504
2025 Q3	$106	Sell	13 -59	-82%	-$467	﹤0.01%	1432
2025 Q2	$560	Sell	72 -33	-31%	-$256	﹤0.01%	1342
2025 Q1	$865	Sell	105 -2	-2%	-$17	﹤0.01%	1288
2024 Q4	$923	Buy	+107	New	+$966	﹤0.01%	1239

Other funds holding JRS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WPG Advisers's JRS Position: Q4 2025 in Review

WPG Advisers sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2025, closing a stake of 13 shares — an estimated $106 sold.

WPG Advisers first reported a position in JRS in Q4 2024 and held it in 4 quarters. The position peaked at $923 in Q4 2024. 68 funds tracked by Wall St. Rank hold JRS as of Q4 2025.

WPG Advisers reported no remaining Nuveen Real Estate Income Fund position as of Q4 2025 after selling out during the quarter.
WPG Advisers sold 13 Nuveen Real Estate Income Fund shares in Q4 2025, an estimated $106.
WPG Advisers first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and held it in 4 quarters.
WPG Advisers's Nuveen Real Estate Income Fund position peaked at $923 in Q4 2024.
68 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.