Fidelity Investments’s Nuveen Real Estate Income Fund JRS Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-1	Closed	-$8	–	5628
2024 Q2	$8	Buy	+1	New	+$7	﹤0.01%	5298
2023 Q2	–	Sell	-586	Closed	-$4.38K	–	5504
2023 Q1	$4.38K	Buy	586 +585	+58,500%	+$4.74K	﹤0.01%	4428
2022 Q4	$8	Buy	+1	New	+$8	﹤0.01%	5266
2022 Q3	–	Sell	-1	Closed	–	–	5172
2022 Q2	$0	Buy	+1	New	+$11	﹤0.01%	5234
2021 Q4	–	Sell	-1	Closed	–	–	4676
2021 Q3	$0	Sell	1 -2	-67%	-$23	﹤0.01%	4709
2021 Q2	$0	Buy	+3	New	+$32	﹤0.01%	4579
2019 Q4	–	Sell	-1	Closed	–	–	4050
2019 Q3	$0	Buy	+1	New	+$11	﹤0.01%	4024
2019 Q1	–	Sell	-2	Closed	–	–	3929
2018 Q4	$0	Buy	+2	New	+$18	﹤0.01%	3857

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments's JRS Position: Q3 2024 in Review

Fidelity Investments sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2024, closing a stake of 1 share — an estimated $8 sold.

Fidelity Investments first reported a position in JRS in Q4 2018 and held it in 8 quarters. The position peaked at $4.38K in Q1 2023. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2024.

Fidelity Investments reported no remaining Nuveen Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
Fidelity Investments sold 1 Nuveen Real Estate Income Fund share in Q3 2024, an estimated $8.
Fidelity Investments first reported a position in Nuveen Real Estate Income Fund in Q4 2018 and held it in 8 quarters.
Fidelity Investments's Nuveen Real Estate Income Fund position peaked at $4.38K in Q1 2023.
58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.