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Axxcess Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-12,016
Closed -$112K – 901
2024
Q3 		$112K Sell
12,016
-184
-2% -$1.57K ﹤0.01% 866
2024
Q2 		$93.2K Hold
12,200
– – ﹤0.01% 824
2024
Q1 		$96.4K Sell
12,200
-3,200
-21% -$24.5K ﹤0.01% 850
2023
Q4 		$120K Buy
+15,400
New +$106K ﹤0.01% 808

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Axxcess Wealth Management's JRS Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2024, closing a stake of 12,016 shares — an estimated $112K sold.

Axxcess Wealth Management first reported a position in JRS in Q4 2023 and held it in 4 quarters. The position peaked at $120K in Q4 2023. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,016 Nuveen Real Estate Income Fund shares in Q4 2024, an estimated $112K.
  • Axxcess Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's Nuveen Real Estate Income Fund position peaked at $120K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.