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Advisor Resource Council’s Nuveen Real Estate Income Fund JRS Stock Holding History

Advisor Resource Council’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
2024
Q2 		– Sell
-10,745
Closed -$84K – 142
2024
Q1 		$84K Buy
+10,745
New +$82.4K 0.04% 224
2021
Q3 		– Sell
-21,779
Closed -$242K – 350
2021
Q2 		$242K Buy
+21,779
New +$229K 0.03% 434

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Resource Council's JRS Position: Q2 2024 in Review

Advisor Resource Council sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2024, closing a stake of 10,745 shares — an estimated $84K sold.

Advisor Resource Council first reported a position in JRS in Q2 2021 and held it in 2 quarters. The position peaked at $242K in Q2 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2024.

  • Advisor Resource Council reported no remaining Nuveen Real Estate Income Fund position as of Q2 2024 after selling out during the quarter.
  • Advisor Resource Council sold 10,745 Nuveen Real Estate Income Fund shares in Q2 2024, an estimated $84K.
  • Advisor Resource Council first reported a position in Nuveen Real Estate Income Fund in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's Nuveen Real Estate Income Fund position peaked at $242K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.