KWM
JRS icon

Kingsview Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Kingsview Wealth 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
2021
Q2 		– Sell
-31,911
Closed -$307K – 959
2021
Q1 		$307K Sell
31,911
-4,633
-13% -$41.3K 0.02% 633
2020
Q4 		$308K Buy
+36,544
New +$295K 0.02% 548

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's JRS Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2021, closing a stake of 31,911 shares — an estimated $307K sold.

Kingsview Wealth Management first reported a position in JRS in Q4 2020 and held it in 2 quarters. The position peaked at $308K in Q4 2020. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 31,911 Nuveen Real Estate Income Fund shares in Q2 2021, an estimated $307K.
  • Kingsview Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q4 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's Nuveen Real Estate Income Fund position peaked at $308K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.