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

JNBA Financial 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
2024
Q4 		– Sell
-132
Closed -$1.23K – 660
2024
Q3 		$1.23K Buy
+132
New +$1.13K ﹤0.01% 620

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Pathstone Holdings
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

JNBA Financial Advisors's JRS Position: Q4 2024 in Review

JNBA Financial Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2024, closing a stake of 132 shares — an estimated $1.23K sold.

JNBA Financial Advisors first reported a position in JRS in Q3 2024 and held it in 1 quarter. The position peaked at $1.23K in Q3 2024. 60 funds tracked by Wall St. Rank hold JRS as of Q4 2024.

  • JNBA Financial Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 132 Nuveen Real Estate Income Fund shares in Q4 2024, an estimated $1.23K.
  • JNBA Financial Advisors first reported a position in Nuveen Real Estate Income Fund in Q3 2024 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen Real Estate Income Fund position peaked at $1.23K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2024.

Based on JNBA Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.