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Genesee Capital Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Genesee Capital 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
Q3 		– Sell
-24,206
Closed -$185K – 126
2024
Q2 		$185K Hold
24,206
– – 0.09% 119
2024
Q1 		$191K Hold
24,206
– – 0.1% 114
2023
Q4 		$189K Buy
+24,206
New +$166K 0.12% 106

Other funds holding JRS

Morgan Stanley
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Genesee Capital Advisors's JRS Position: Q3 2024 in Review

Genesee Capital Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2024, closing a stake of 24,206 shares — an estimated $185K sold.

Genesee Capital Advisors first reported a position in JRS in Q4 2023 and held it in 3 quarters. The position peaked at $191K in Q1 2024. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2024.

  • Genesee Capital Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Genesee Capital Advisors sold 24,206 Nuveen Real Estate Income Fund shares in Q3 2024, an estimated $185K.
  • Genesee Capital Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 3 quarters.
  • Genesee Capital Advisors's Nuveen Real Estate Income Fund position peaked at $191K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2024.

Based on Genesee Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.