KIM
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Karpus Investment Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Karpus Investment 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
2024
Q1 		– Sell
-14,300
Closed -$112K – 249
2023
Q4 		$112K Buy
+14,300
New +$98.3K ﹤0.01% 255
2020
Q3 		– Sell
-185,155
Closed -$1.38M – 216
2020
Q2 		$1.38M Sell
185,155
-23,483
-11% -$171K 0.05% 138
2020
Q1 		$1.42M Buy
208,638
+44,403
+27% +$427K 0.05% 148
2019
Q4 		$1.74M Sell
164,235
-236,622
-59% -$2.53M 0.06% 132
2019
Q3 		$4.41M Sell
400,857
-129,130
-24% -$1.38M 0.17% 102
2019
Q2 		$5.57M Sell
529,987
-36,254
-6% -$373K 0.2% 92
2019
Q1 		$5.9M Sell
566,241
-219,660
-28% -$2.18M 0.22% 90
2018
Q4 		$6.65M Buy
+785,901
New +$7.22M 0.27% 76

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return