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Hennion & Walsh Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Hennion & Walsh Asset 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
Q3 		– Sell
-11,408
Closed -$127K – 738
2021
Q2 		$127K Sell
11,408
-145
-1% -$1.53K 0.01% 715
2021
Q1 		$111K Buy
+11,553
New +$103K 0.01% 687

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AAM
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Cohen & Steers
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hennion & Walsh Asset Management's JRS Position: Q3 2021 in Review

Hennion & Walsh Asset Management sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2021, closing a stake of 11,408 shares — an estimated $127K sold.

Hennion & Walsh Asset Management first reported a position in JRS in Q1 2021 and held it in 2 quarters. The position peaked at $127K in Q2 2021. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2021.

  • Hennion & Walsh Asset Management reported no remaining Nuveen Real Estate Income Fund position as of Q3 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 11,408 Nuveen Real Estate Income Fund shares in Q3 2021, an estimated $127K.
  • Hennion & Walsh Asset Management first reported a position in Nuveen Real Estate Income Fund in Q1 2021 and held it in 2 quarters.
  • Hennion & Walsh Asset Management's Nuveen Real Estate Income Fund position peaked at $127K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.