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Ancora Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Ancora Advisors’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
Q1 		– Sell
-3,400
Closed -$26.6K – 1848
2023
Q4 		$26.6K Hold
3,400
– – ﹤0.01% 1108
2023
Q3 		$22.8K Hold
3,400
– – ﹤0.01% 1116
2023
Q2 		$25.3K Hold
3,400
– – ﹤0.01% 1078
2023
Q1 		$25.4K Hold
3,400
– – ﹤0.01% 1075
2022
Q4 		$26K Sell
3,400
-3,146
-48% -$24.7K ﹤0.01% 1116
2022
Q3 		$51K Hold
6,546
– – ﹤0.01% 1063
2022
Q2 		$62K Hold
6,546
– – ﹤0.01% 1104
2022
Q1 		$77K Buy
+6,546
New +$75.9K ﹤0.01% 1107

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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

Ancora Advisors's JRS Position: Q1 2024 in Review

Ancora Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2024, closing a stake of 3,400 shares — an estimated $26.6K sold.

Ancora Advisors first reported a position in JRS in Q1 2022 and held it in 8 quarters. The position peaked at $77K in Q1 2022. 62 funds tracked by Wall St. Rank hold JRS as of Q1 2024.

  • Ancora Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Ancora Advisors sold 3,400 Nuveen Real Estate Income Fund shares in Q1 2024, an estimated $26.6K.
  • Ancora Advisors first reported a position in Nuveen Real Estate Income Fund in Q1 2022 and held it in 8 quarters.
  • Ancora Advisors's Nuveen Real Estate Income Fund position peaked at $77K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2024.

Based on Ancora Advisors's 13F filing for Q1 2024, filed 16 May 2024.