Advisory Resource Group’s Janus Henderson US Real Estate ETF JRE Stock Holding History

Advisory Resource Group’s Portfolio JRE Stock Details JRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-105,250	Closed	-$2.16M	–	154
2023 Q3	$2.16M	Sell	105,250 -6,929	-6%	-$153K	0.58%	44
2023 Q2	$2.5M	Sell	112,179 -5,722	-5%	-$126K	0.68%	41
2023 Q1	$2.61M	Buy	+117,901	New	+$2.67M	0.73%	39
2021 Q4	–	Sell	-46,169	Closed	-$1.16M	–	151
2021 Q3	$1.16M	Buy	+46,169	New	+$1.21M	0.43%	49

Other funds holding JRE

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Resource Group's JRE Position: Q4 2023 in Review

Advisory Resource Group sold out of Janus Henderson US Real Estate ETF (JRE) in Q4 2023, closing a stake of 105,250 shares — an estimated $2.16M sold.

Advisory Resource Group first reported a position in JRE in Q3 2021 and held it in 4 quarters. The position peaked at $2.61M in Q1 2023. 3 funds tracked by Wall St. Rank hold JRE as of Q4 2023.

Advisory Resource Group reported no remaining Janus Henderson US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Advisory Resource Group sold 105,250 Janus Henderson US Real Estate ETF shares in Q4 2023, an estimated $2.16M.
Advisory Resource Group first reported a position in Janus Henderson US Real Estate ETF in Q3 2021 and held it in 4 quarters.
Advisory Resource Group's Janus Henderson US Real Estate ETF position peaked at $2.61M in Q1 2023.
3 funds tracked by Wall St. Rank held Janus Henderson US Real Estate ETF as of Q4 2023.

Based on Advisory Resource Group's 13F filing for Q4 2023, filed 11 Jan 2024.