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Financial Management Professionals’s Nuveen Real Estate Income Fund JRS Stock Holding History

Financial Management Professionals’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
2025
Q3 		– Sell
-503
Closed -$4K – 1011
2025
Q2 		$4K Buy
503
+45
+10% +$350 ﹤0.01% 658
2025
Q1 		$3.77K Buy
458
+36
+9% +$306 ﹤0.01% 671
2024
Q4 		$3.64K Buy
422
+55
+15% +$497 ﹤0.01% 660
2024
Q3 		$3K Buy
367
+17
+5% +$145 ﹤0.01% 694
2024
Q2 		$3K Buy
350
+52
+17% +$386 ﹤0.01% 655
2024
Q1 		$2K Hold
298
– – ﹤0.01% 753
2023
Q4 		$2K Buy
298
+80
+37% +$550 ﹤0.01% 757
2023
Q3 		$1K Hold
218
– – ﹤0.01% 799
2023
Q2 		$2K Buy
218
+148
+211% +$1.08K ﹤0.01% 747
2023
Q1 		$1K Buy
+70
New +$567 ﹤0.01% 899
2022
Q3 		– Sell
-443
Closed -$4K – 1022
2022
Q2 		$4K Hold
443
– – ﹤0.01% 655
2022
Q1 		$5K Buy
+443
New +$5.13K ﹤0.01% 631

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return