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

Avantax Advisory Services’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 Q3	–	Sell	-11,271	Closed	-$86.1K	–	2168
2024 Q2	$86.1K	Buy	11,271 +235	+2%	+$1.75K	﹤0.01%	2020
2024 Q1	$87.2K	Buy	+11,036	New	+$84.6K	﹤0.01%	1600
2022 Q4	–	Sell	-11,685	Closed	-$90K	–	1447
2022 Q3	$90K	Buy	11,685 +700	+6%	+$6.58K	﹤0.01%	1274
2022 Q2	$103K	Buy	10,985 +190	+2%	+$2K	﹤0.01%	1244
2022 Q1	$127K	Hold	10,795	–	–	﹤0.01%	1226
2021 Q4	$138K	Sell	10,795 -564	-5%	-$6.6K	﹤0.01%	1204
2021 Q3	$121K	Buy	11,359 +192	+2%	+$2.17K	﹤0.01%	1138
2021 Q2	$124K	Buy	11,167 +218	+2%	+$2.3K	﹤0.01%	1108
2021 Q1	$105K	Hold	10,949	–	–	﹤0.01%	999
2020 Q4	$92K	Sell	10,949 -4,235	-28%	-$34.2K	﹤0.01%	911
2020 Q3	$115K	Buy	15,184 +4,264	+39%	+$32.9K	﹤0.01%	1288
2020 Q2	$82K	Buy	10,920 +300	+3%	+$2.18K	﹤0.01%	823
2020 Q1	$72K	Buy	+10,620	New	+$102K	﹤0.01%	769

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Avantax Advisory Services's JRS Position: Q3 2024 in Review

Avantax Advisory Services sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2024, closing a stake of 11,271 shares — an estimated $86.1K sold.

Avantax Advisory Services first reported a position in JRS in Q1 2020 and held it in 13 quarters. The position peaked at $138K in Q4 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2024.

Avantax Advisory Services reported no remaining Nuveen Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 11,271 Nuveen Real Estate Income Fund shares in Q3 2024, an estimated $86.1K.
Avantax Advisory Services first reported a position in Nuveen Real Estate Income Fund in Q1 2020 and held it in 13 quarters.
Avantax Advisory Services's Nuveen Real Estate Income Fund position peaked at $138K in Q4 2021.
58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.