Mid Atlantic Financial Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Mid Atlantic Financial 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 Q3	$173K	Buy	16,300 +4,100	+34%	+$46.3K	0.01%	853
2021 Q2	$135K	Sell	12,200 -27,500	-69%	-$290K	0.01%	884
2021 Q1	$381K	Sell	39,700 -6,423	-14%	-$57.2K	0.03%	527
2020 Q4	$389K	Buy	46,123 +6,023	+15%	+$48.6K	0.03%	477
2020 Q3	$312K	Buy	40,100 +5,200	+15%	+$40.1K	0.03%	504
2020 Q2	$261K	Buy	34,900 +4,600	+15%	+$33.5K	0.03%	529
2020 Q1	$206K	Buy	30,300 +6,955	+30%	+$66.9K	0.02%	557
2019 Q4	$248K	Sell	23,345 -3,877	-14%	-$41.4K	0.02%	580
2019 Q3	$299K	Sell	27,222 -33,089	-55%	-$354K	0.03%	510
2019 Q2	$633K	Sell	60,311 -7,389	-11%	-$76.1K	0.07%	313
2019 Q1	$701K	Sell	67,700 -10,800	-14%	-$107K	0.08%	286
2018 Q4	$664K	Buy	+78,500	New	+$721K	0.08%	252

Other funds holding JRS

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's JRS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Nuveen Real Estate Income Fund (JRS) stake by 34% in Q3 2021, buying an estimated $46.3K and bringing the position to 16,300 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #853.

Mid Atlantic Financial Management first reported a position in JRS in Q4 2018 and has held it in 12 quarters since. The position peaked at $701K in Q1 2019. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2021.

Mid Atlantic Financial Management held 16,300 shares of Nuveen Real Estate Income Fund worth $173K as of Q3 2021.
Mid Atlantic Financial Management bought 4,100 Nuveen Real Estate Income Fund shares in Q3 2021, an estimated $46.3K.
Nuveen Real Estate Income Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #853 holding.
Mid Atlantic Financial Management first reported a position in Nuveen Real Estate Income Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Nuveen Real Estate Income Fund position peaked at $701K in Q1 2019.
58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.