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

IFP 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
2023
Q4 		– Sell
-2,314
Closed -$15.5K – 3205
2023
Q3 		$15.5K Buy
+2,314
New +$16.9K ﹤0.01% 2063
2023
Q1 		– Sell
-1,050
Closed -$10K – 3945
2022
Q4 		$10K Hold
1,050
– – ﹤0.01% 3386
2022
Q3 		$10K Hold
1,050
– – ﹤0.01% 3651
2022
Q2 		$10K Hold
1,050
– – ﹤0.01% 3405
2022
Q1 		$10K Buy
+1,050
New +$12.2K ﹤0.01% 3405
2019
Q1 		$28K Buy
2,650
+1,866
+238% +$18.5K ﹤0.01% 1193
2018
Q4 		$7K Hold
784
– – ﹤0.01% 2682
2018
Q3 		$8K Buy
+784
New +$7.9K ﹤0.01% 2974
2016
Q4 		– Sell
-384
Closed -$5K – 4054
2016
Q3 		$5K Sell
384
-5,766
-94% -$69.2K ﹤0.01% 3237
2016
Q2 		$74K Buy
6,150
+3,500
+132% +$38.8K ﹤0.01% 1520
2016
Q1 		$28K Sell
2,650
-3,500
-57% -$35.3K ﹤0.01% 1193
2015
Q4 		$65K Buy
+6,150
New +$65K ﹤0.01% 1446

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's JRS Position: Q4 2023 in Review

IFP Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2023, closing a stake of 2,314 shares — an estimated $15.5K sold.

IFP Advisors first reported a position in JRS in Q4 2015 and held it in 12 quarters. The position peaked at $74K in Q2 2016. 69 funds tracked by Wall St. Rank hold JRS as of Q4 2023.

  • IFP Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 2,314 Nuveen Real Estate Income Fund shares in Q4 2023, an estimated $15.5K.
  • IFP Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Nuveen Real Estate Income Fund position peaked at $74K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.