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Mariner Independent Advisor Network’s Nuveen Real Estate Income Fund JRS Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$1.35M Buy
174,103
+4,525
+3% +$42.5K 0.06% 325
2022
Q2 		$1.62M Buy
+169,578
New +$1.79M 0.07% 287

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 $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Mariner Independent Advisor Network's JRS Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Nuveen Real Estate Income Fund (JRS) stake by 2.7% in Q3 2022, buying an estimated $42.5K and bringing the position to 174,103 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #325.

Mariner Independent Advisor Network first reported a position in JRS in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.62M in Q2 2022. 61 funds tracked by Wall St. Rank hold JRS as of Q3 2022.

  • Mariner Independent Advisor Network held 174,103 shares of Nuveen Real Estate Income Fund worth $1.35M as of Q3 2022.
  • Mariner Independent Advisor Network bought 4,525 Nuveen Real Estate Income Fund shares in Q3 2022, an estimated $42.5K.
  • Nuveen Real Estate Income Fund made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #325 holding.
  • Mariner Independent Advisor Network first reported a position in Nuveen Real Estate Income Fund in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's Nuveen Real Estate Income Fund position peaked at $1.62M in Q2 2022.
  • 61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.