BAM
JRS icon

Belpointe Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-5,296
Closed -$39.6K – 2027
2023
Q1 		$39.6K Buy
+5,296
New +$42.9K ﹤0.01% 1854

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Belpointe Asset Management's JRS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2023, closing a stake of 5,296 shares — an estimated $39.6K sold.

Belpointe Asset Management first reported a position in JRS in Q1 2023 and held it in 1 quarter. The position peaked at $39.6K in Q1 2023. 59 funds tracked by Wall St. Rank hold JRS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Nuveen Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 5,296 Nuveen Real Estate Income Fund shares in Q2 2023, an estimated $39.6K.
  • Belpointe Asset Management first reported a position in Nuveen Real Estate Income Fund in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Nuveen Real Estate Income Fund position peaked at $39.6K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.