Ahrens Investment Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$10.2K	Buy	+1,365	New	+$11.1K	0.01%	623
2022 Q3	–	Sell	-6,733	Closed	-$63K	–	560
2022 Q2	$63K	Sell	6,733 -5,182	-43%	-$54.6K	0.03%	295
2022 Q1	$141K	Sell	11,915 -11,550	-49%	-$134K	0.04%	222
2021 Q4	$301K	Buy	+23,465	New	+$275K	0.13%	139

Other funds holding JRS

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1CP

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

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

Ahrens Investment Partners's JRS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Nuveen Real Estate Income Fund (JRS) in Q1 2023: 1,365 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in JRS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in JRS in Q4 2021 and has held it in 4 quarters since. The position peaked at $301K in Q4 2021. 63 funds tracked by Wall St. Rank hold JRS as of Q1 2023.

Ahrens Investment Partners held 1,365 shares of Nuveen Real Estate Income Fund worth $10.2K as of Q1 2023.
Nuveen Real Estate Income Fund was a new Ahrens Investment Partners position in Q1 2023.
Nuveen Real Estate Income Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #623 holding.
Ahrens Investment Partners first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Nuveen Real Estate Income Fund position peaked at $301K in Q4 2021.
63 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.