Next Financial Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

Next Financial Group’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 Q4	$154K	Buy	12,023 +4,618	+62%	+$54.1K	0.01%	1000
2021 Q3	$79K	Buy	7,405 +1,969	+36%	+$22.2K	0.01%	1217
2021 Q2	$60K	Sell	5,436 -32,773	-86%	-$345K	﹤0.01%	1310
2021 Q1	$366K	Buy	38,209 +4,597	+14%	+$41K	0.03%	545
2020 Q4	$284K	Buy	33,612 +27,959	+495%	+$226K	0.03%	585
2020 Q3	$43K	Buy	+5,653	New	+$43.6K	﹤0.01%	1147
2020 Q2	–	Sell	-2,253	Closed	-$16K	–	1270
2020 Q1	$16K	Sell	2,253 -9,400	-81%	-$90.5K	﹤0.01%	1364
2019 Q4	$124K	Sell	11,653 -1,249	-10%	-$13.4K	0.01%	866
2019 Q3	$142K	Buy	12,902 +216	+2%	+$2.31K	0.02%	794
2019 Q2	$134K	Buy	12,686 +12,462	+5,563%	+$128K	0.01%	807
2019 Q1	$2K	Buy	+224	New	+$2.22K	﹤0.01%	1463

Other funds holding JRS

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Next Financial Group's JRS Position: Q4 2021 in Review

Next Financial Group increased its Nuveen Real Estate Income Fund (JRS) stake by 62% in Q4 2021, buying an estimated $54.1K and bringing the position to 12,023 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1000.

Next Financial Group first reported a position in JRS in Q1 2019 and has held it in 11 quarters since. The position peaked at $366K in Q1 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q4 2021.

Next Financial Group held 12,023 shares of Nuveen Real Estate Income Fund worth $154K as of Q4 2021.
Next Financial Group bought 4,618 Nuveen Real Estate Income Fund shares in Q4 2021, an estimated $54.1K.
Nuveen Real Estate Income Fund made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1000 holding.
Next Financial Group first reported a position in Nuveen Real Estate Income Fund in Q1 2019 and has held it in 11 quarters since.
Next Financial Group's Nuveen Real Estate Income Fund position peaked at $366K in Q1 2021.
59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.