Householder Group Estate & Retirement Specialist’s Nuveen Real Estate Income Fund JRS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q1	$5K	Buy	+610	New	+$4.94K	﹤0.01%	956
2022 Q4	–	Sell	-610	Closed	-$4K	–	749
2022 Q3	$4K	Buy	+610	New	+$5.74K	﹤0.01%	895

Other funds holding JRS

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JRS Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Nuveen Real Estate Income Fund (JRS) in Q1 2023: 610 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in JRS as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in JRS in Q3 2022 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold JRS as of Q1 2023.

Householder Group Estate & Retirement Specialist held 610 shares of Nuveen Real Estate Income Fund worth $5K as of Q1 2023.
Nuveen Real Estate Income Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Nuveen Real Estate Income Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #956 holding.
Householder Group Estate & Retirement Specialist first reported a position in Nuveen Real Estate Income Fund in Q3 2022 and has held it in 2 quarters since.
63 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.