GKWIM
JRS icon

Gerber Kawasaki Wealth & Investment Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-1
Closed -$1K – 710
2021
Q3 		$1K Buy
+1
New +$11 ﹤0.01% 1005

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JRS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JRS in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen Real Estate Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Nuveen Real Estate Income Fund share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen Real Estate Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen Real Estate Income Fund position peaked at $1K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.