Independent Wealth Network Inc. JRS — NUVEEN REAL ESTATE INCOME FD

Ownership history in Independent Wealth Network Inc.  ·  14 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported NUVEEN REAL ESTATE INCOME FD (JRS) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows JRS at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Wealth Network Inc.'s position in NUVEEN REAL ESTATE INCOME FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JRS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JRS stock page Independent Wealth Network Inc. fund profile Independent Wealth Network Inc. full holdings
How Independent Wealth Network Inc. held JRS — position size vs. price
% of Fund (quarterly)    JRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 22,322 +715 +3.3% 0.05% $167K 2026-04-21 $8.10
2025 Q4 ADDED — — — 21,607 +13 +0.1% 0.05% $166K 2026-01-26 $7.55
2025 Q3 REDUCED — — — 21,594 -6 -0.0% 0.06% $177K 2025-10-15 $7.76
2025 Q2 ADDED — — — 21,600 +2,947 +15.8% 0.06% $168K 2025-07-16 $7.37
2025 Q1 REDUCED 5.6% -3.6% ✅ 18,653 -1,112 -5.6% 0.06% $154K 2025-05-02 $7.36
2024 Q4 REDUCED — — — 19,765 -55 -0.3% 0.07% $171K 2025-01-17 $7.66
2024 Q3 REDUCED — — — 19,820 -447 -2.2% 0.08% $184K 2024-10-15 $7.93
2024 Q2 ADDED — — — 20,267 +2,451 +13.8% 0.07% $155K 2024-07-18 $7.11
2023 Q4 ADDED — — — 17,816 +930 +5.5% 0.07% $139K 2024-01-12 $6.42
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JRS

As of 2026 Q1 — sorted by position size

Everstar Asset Management, LLC 0.27% DECISION INVESTMENTS, INC 0.15% Fortitude Advisory Group L.L.C. 3Y 0.07% TrueMark Investments, LLC 0.02% Private Advisor Group, LLC 3Y 7Y 0.01% FNY Investment Advisers, LLC 3Y 7Y 0.01% WEBSTER BANK, N. A. 3Y 7Y 0.01% World Investment Advisors 3Y 7Y 0.01% Stratos Wealth Partners, LTD. 3Y 7Y 0.0% OPPENHEIMER & CO INC 3Y 7Y 0.0%

FAQ About Independent Wealth Network Inc. and JRS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independent Wealth Network Inc. reported owning JRS?

Independent Wealth Network Inc. reported JRS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JRS position in Independent Wealth Network Inc.'s portfolio?

The largest reported portfolio weight for JRS was 0.08% in 2024 Q3.

What is the latest reported JRS position on this page?

The most recent filing on this page is 2026 Q1, when Independent Wealth Network Inc. reported 22,322 shares, equal to 0.05% of portfolio, with an estimated market value of $167K.

What does the chart on this JRS ownership page compare?

The chart compares Independent Wealth Network Inc.'s quarterly JRS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Independent Wealth Network Inc. time their JRS position?

Based on 13F filing dates vs. subsequent JRS price moves, Independent Wealth Network Inc. correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on JRS relative to SPY over the holding period was -8.5%.

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