Benjamin F. Edwards & Company’s Nuveen Real Estate Income Fund JRS Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-2,300	Closed	-$18K	–	2187
2023 Q4	$18K	Buy	+2,300	New	+$15.8K	﹤0.01%	1509

Other funds holding JRS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin F. Edwards & Company's JRS Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2024, closing a stake of 2,300 shares — an estimated $18K sold.

Benjamin F. Edwards & Company first reported a position in JRS in Q4 2023 and held it in 1 quarter. The position peaked at $18K in Q4 2023. 62 funds tracked by Wall St. Rank hold JRS as of Q1 2024.

Benjamin F. Edwards & Company reported no remaining Nuveen Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 2,300 Nuveen Real Estate Income Fund shares in Q1 2024, an estimated $18K.
Benjamin F. Edwards & Company first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 1 quarter.
Benjamin F. Edwards & Company's Nuveen Real Estate Income Fund position peaked at $18K in Q4 2023.
62 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.