Wetherby Asset Management Inc
- SEC CIK
- 0001279627
- Latest filing
- Nov 14, 2025
JRS holding history
Nuveen Real Estate Income Fund in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JRS overviewAll 13F holders of JRSFull Q3 2025 holdings
- Shares (Q3 2025)
- 21,329
- Value
- $174.5K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 21,329 | $174.5K | <0.1% | −22,524−51.4% | Reduced | Holders |
| Q2 2025 | 43,853 | $341.2K | <0.1% | – | No prior filing | Holders |
| Q1 2025 | – | – | – | – | Not filed | Holders |
| Q4 2024 | 21,329 | $184.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 21,329 | $198.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 21,329 | $163.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 21,329 | $168.5K | <0.1% | +21,329 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −16,685−100.0% | Sold out | Holders |
| Q3 2022 | 16,685 | $129.0K | <0.1% | +1,855+12.5% | Added | Holders |
| Q2 2022 | 14,830 | $140.0K | <0.1% | +14,830 | New | Holders |