Independent Wealth Network Inc.
Position in JRS — Nuveen Real Estate Income Fund
CIK 1891240
URBANDALE, IA
Position in JRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$189,186
+$22,664 QoQ
Shares Held
22,442
+0.5% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#35
of 76 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Independent Wealth Network Inc. holds $6,550,522 across 11 Asset Management names. JRS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWF |
Alliancebernstein Global High Income Fund Inc
|
152,398 | $1,569,699 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
111,995 | $1,548,890 | |
| 3 | ARCC |
Ares Capital Corp
|
69,058 | $1,279,644 | |
| 4 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
36,395 | $770,118 | |
| 5 | JGH |
Nuveen Global High Income Fund
|
36,321 | $462,366 | |
| 6 | PFG |
Principal Financial Group Inc
|
2,083 | $224,505 | |
| 7 | JRS |
Nuveen Real Estate Income Fund
This page
|
22,442 | $189,186 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,571 | $132,875 |
All Filings in JRS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,186 | 22,442 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $166,522 | 22,322 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $165,509 | 21,607 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $176,638 | 21,594 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $168,048 | 21,600 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $153,700 | 18,653 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $170,571 | 19,765 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $184,326 | 19,820 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $154,839 | 20,267 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $140,746 | 17,816 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $139,321 | 17,816 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $113,136 | 16,886 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $137,239 | 18,471 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $117,779 | 15,767 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $108,720 | 14,381 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $90,371 | 11,691 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||