Advisory Alpha’s Nuveen Real Estate Income Fund JRS Stock Holding History

Advisory Alpha’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
2021 Q2	–	Sell	-20,797	Closed	-$199K	–	202
2021 Q1	$199K	Buy	+20,797	New	+$185K	0.02%	174
2018 Q4	–	Sell	-55,068	Closed	-$507K	–	129
2018 Q3	$507K	Buy	+55,068	New	+$555K	0.13%	95

Other funds holding JRS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Alpha's JRS Position: Q2 2021 in Review

Advisory Alpha sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2021, closing a stake of 20,797 shares — an estimated $199K sold.

Advisory Alpha first reported a position in JRS in Q3 2018 and held it in 2 quarters. The position peaked at $507K in Q3 2018. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2021.

Advisory Alpha reported no remaining Nuveen Real Estate Income Fund position as of Q2 2021 after selling out during the quarter.
Advisory Alpha sold 20,797 Nuveen Real Estate Income Fund shares in Q2 2021, an estimated $199K.
Advisory Alpha first reported a position in Nuveen Real Estate Income Fund in Q3 2018 and held it in 2 quarters.
Advisory Alpha's Nuveen Real Estate Income Fund position peaked at $507K in Q3 2018.
58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2021.

Based on Advisory Alpha's 13F filing for Q2 2021, filed 13 Aug 2021.