Gradient Investments
JRS icon

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

Gradient 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
Q1 		– Sell
-1,232
Closed -$9.63K – 1547
2023
Q4 		$9.63K Buy
+1,232
New +$8.47K ﹤0.01% 846

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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's JRS Position: Q1 2024 in Review

Gradient Investments sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2024, closing a stake of 1,232 shares — an estimated $9.63K sold.

Gradient Investments first reported a position in JRS in Q4 2023 and held it in 1 quarter. The position peaked at $9.63K in Q4 2023. 62 funds tracked by Wall St. Rank hold JRS as of Q1 2024.

  • Gradient Investments reported no remaining Nuveen Real Estate Income Fund position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1,232 Nuveen Real Estate Income Fund shares in Q1 2024, an estimated $9.63K.
  • Gradient Investments first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Nuveen Real Estate Income Fund position peaked at $9.63K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.