Fortitude Advisory Group L.L.C.
Position in JRS — Nuveen Real Estate Income Fund
CIK 1928999
GIG HARBOR, WA
Position in JRS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$186,227
+$21,429 QoQ
Shares Held
22,091
0.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#38
of 76 holders
Holding Since
Dec 2021
19 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, 2026Fortitude Advisory Group L.L.C. holds $14,207,130 across 43 Asset Management names. JRS ranks #34 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
105,020 | $1,249,738 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
25,156 | $758,956 | |
| 3 | MMT |
Aberdeen Multi-Market Income Fund
|
163,481 | $719,316 | |
| 4 | NZF |
Nuveen Municipal Credit Income Fund
|
53,924 | $683,756 | |
| 5 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
53,680 | $622,688 | |
| 6 | MIN |
Aberdeen Intermediate Income Fund
|
219,928 | $543,222 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
30,274 | $477,723 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
31,826 | $455,430 |
All Filings in JRS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,227 | 22,091 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $164,798 | 22,091 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $169,217 | 22,091 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $180,704 | 22,091 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $171,867 | 22,091 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $182,029 | 22,091 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $190,645 | 22,091 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $205,446 | 22,091 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $174,001 | 22,775 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $179,922 | 22,775 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $178,100 | 22,775 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $152,592 | 22,775 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $169,218 | 22,775 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $149,093 | 19,959 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $150,890 | 19,959 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $154,283 | 19,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $187,614 | 19,959 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $235,715 | 19,959 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $255,874 | 19,959 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||