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%	3385
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%	3403
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%	1196
2015 Q4	$65K	Buy	+6,150	New	+$65K	﹤0.01%	1446

Other funds holding JRS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.