Ellis Investment Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-500
Closed -$3K 479
2022
Q3
$3K Buy
+500
New +$4.7K ﹤0.01% 701
2021
Q4
Sell
-1,000
Closed -$10K 814
2021
Q3
$10K Buy
+1,000
New +$11.3K ﹤0.01% 601

Other funds holding JRS

Ellis Investment Partners's JRS Position: Q4 2022 in Review

Ellis Investment Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2022, closing a stake of 500 shares — an estimated $3K sold.

Ellis Investment Partners first reported a position in JRS in Q3 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 63 funds tracked by Wall St. Rank hold JRS as of Q4 2022.

  • Ellis Investment Partners reported no remaining Nuveen Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 500 Nuveen Real Estate Income Fund shares in Q4 2022, an estimated $3K.
  • Ellis Investment Partners first reported a position in Nuveen Real Estate Income Fund in Q3 2021 and held it in 2 quarters.
  • Ellis Investment Partners's Nuveen Real Estate Income Fund position peaked at $10K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.