Concourse Financial Group Securities’s Nuveen Real Estate Income Fund JRS Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-2,322	Closed	-$26.9K	–	2310
2021 Q4	$30K	Buy	2,322 +16	+0.7%	+$187	﹤0.01%	1497
2021 Q3	$25K	Buy	2,306 +18	+0.8%	+$203	﹤0.01%	1583
2021 Q2	$26K	Buy	2,288 +18	+0.8%	+$190	﹤0.01%	1560
2021 Q1	$22K	Buy	2,270 +270	+14%	+$2.41K	﹤0.01%	1535
2020 Q4	$17K	Hold	2,000	–	–	﹤0.01%	1518
2020 Q3	$15K	Hold	2,000	–	–	﹤0.01%	1451
2020 Q2	$15K	Hold	2,000	–	–	﹤0.01%	1396
2020 Q1	$14K	Hold	2,000	–	–	﹤0.01%	1355
2019 Q4	$21K	Buy	+2,000	New	+$21.4K	﹤0.01%	1234
2019 Q3	–	Sell	-2,000	Closed	-$21.4K	–	1963
2019 Q2	$21K	Hold	2,000	–	–	﹤0.01%	1233
2019 Q1	$21K	Hold	2,000	–	–	﹤0.01%	1249
2018 Q4	$16K	Buy	+2,000	New	+$18.4K	﹤0.01%	1254

Other funds holding JRS

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Concourse Financial Group Securities's JRS Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2022, closing a stake of 2,322 shares — an estimated $26.9K sold.

Concourse Financial Group Securities first reported a position in JRS in Q4 2018 and held it in 12 quarters. The position peaked at $30K in Q4 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q1 2022.

Concourse Financial Group Securities reported no remaining Nuveen Real Estate Income Fund position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 2,322 Nuveen Real Estate Income Fund shares in Q1 2022, an estimated $26.9K.
Concourse Financial Group Securities first reported a position in Nuveen Real Estate Income Fund in Q4 2018 and held it in 12 quarters.
Concourse Financial Group Securities's Nuveen Real Estate Income Fund position peaked at $30K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.