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Atria Wealth Solutions’s Nuveen Real Estate Income Fund JRS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$197K Sell
24,820
-2,100
-8% -$16.3K ﹤0.01% 1395
2025
Q1 		$226K Buy
26,920
+5,600
+26% +$47.6K ﹤0.01% 1657
2024
Q4 		$184K Buy
21,320
+527
+3% +$4.76K ﹤0.01% 1849
2024
Q3 		$196K Hold
20,793
– – ﹤0.01% 1799
2024
Q2 		$162K Buy
+20,793
New +$154K ﹤0.01% 1814
2024
Q1 		– Sell
-11,600
Closed -$90.7K – 2017
2023
Q4 		$90.7K Sell
11,600
-319
-3% -$2.19K ﹤0.01% 1855
2023
Q3 		$81.5K Sell
11,919
-2,762
-19% -$20.1K ﹤0.01% 1795
2023
Q2 		$111K Sell
14,681
-9,535
-39% -$69.4K ﹤0.01% 1778
2023
Q1 		$185K Sell
24,216
-2,961
-11% -$24K ﹤0.01% 1691
2022
Q4 		$205K Sell
27,177
-4,578
-14% -$35.9K ﹤0.01% 1599
2022
Q3 		$252K Sell
31,755
-103,187
-76% -$970K ﹤0.01% 1406
2022
Q2 		$1.27M Buy
134,942
+5,704
+4% +$60.1K 0.03% 597
2022
Q1 		$1.53M Buy
+129,238
New +$1.5M 0.03% 568

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PAG
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WAM
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return