CIBC Private Wealth Group
JRS icon

CIBC Private Wealth Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

CIBC Private Wealth Group’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
-3,961
Closed -$36.8K – 3083
2024
Q3 		$36.8K Buy
3,961
+2,111
+114% +$18K ﹤0.01% 1888
2024
Q2 		$14.2K Buy
+1,850
New +$13.7K ﹤0.01% 2166

Other funds holding JRS

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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

CIBC Private Wealth Group's JRS Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2024, closing a stake of 3,961 shares — an estimated $36.8K sold.

CIBC Private Wealth Group first reported a position in JRS in Q2 2024 and held it in 2 quarters. The position peaked at $36.8K in Q3 2024. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Nuveen Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3,961 Nuveen Real Estate Income Fund shares in Q4 2024, an estimated $36.8K.
  • CIBC Private Wealth Group first reported a position in Nuveen Real Estate Income Fund in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Nuveen Real Estate Income Fund position peaked at $36.8K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.