BSW
JRS icon

Buckingham Strategic Wealth’s Nuveen Real Estate Income Fund JRS Stock Holding History

Buckingham Strategic Wealth’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
2022
Q3 		– Sell
-24,429
Closed -$230K – 626
2022
Q2 		$230K Hold
24,429
– – ﹤0.01% 525
2022
Q1 		$289K Hold
24,429
– – 0.01% 478
2021
Q4 		$313K Buy
+24,429
New +$286K 0.01% 464

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Strategic Wealth's JRS Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2022, closing a stake of 24,429 shares — an estimated $230K sold.

Buckingham Strategic Wealth first reported a position in JRS in Q4 2021 and held it in 3 quarters. The position peaked at $313K in Q4 2021. 61 funds tracked by Wall St. Rank hold JRS as of Q3 2022.

  • Buckingham Strategic Wealth reported no remaining Nuveen Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 24,429 Nuveen Real Estate Income Fund shares in Q3 2022, an estimated $230K.
  • Buckingham Strategic Wealth first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Nuveen Real Estate Income Fund position peaked at $313K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.