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Clear Point Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Clear Point Advisors’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
-1
Closed -$11 – 342
2024
Q3 		$11 Hold
1
– – ﹤0.01% 571
2024
Q2 		$9 Hold
1
– – ﹤0.01% 565
2024
Q1 		$9 Hold
1
– – ﹤0.01% 565
2023
Q4 		$9 Buy
+1
New +$7 ﹤0.01% 545

Other funds holding JRS

Morgan Stanley
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

Clear Point Advisors's JRS Position: Q4 2024 in Review

Clear Point Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2024, closing a stake of 1 share — an estimated $11 sold.

Clear Point Advisors first reported a position in JRS in Q4 2023 and held it in 4 quarters. The position peaked at $11 in Q3 2024. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2024.

  • Clear Point Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 Nuveen Real Estate Income Fund share in Q4 2024, an estimated $11.
  • Clear Point Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Nuveen Real Estate Income Fund position peaked at $11 in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.