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

Baystate 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
2023 Q4	$4K	Buy	+510	New	+$3.51K	﹤0.01%	938

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baystate Wealth Management's JRS Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen Real Estate Income Fund (JRS) in Q4 2023: 510 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings.

69 funds tracked by Wall St. Rank hold JRS as of Q4 2023.

Baystate Wealth Management held 510 shares of Nuveen Real Estate Income Fund worth $4K as of Q4 2023.
Nuveen Real Estate Income Fund was a new Baystate Wealth Management position in Q4 2023.
Nuveen Real Estate Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #938 holding.
69 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.