Patriot Financial Group Insurance Agency’s Nuveen Real Estate Income Fund JRS Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-841	Closed	-$8K	–	1223
2022 Q2	$8K	Sell	841 -1,140	-58%	-$12K	﹤0.01%	1333
2022 Q1	$23K	Sell	1,981 -1,500	-43%	-$17.4K	﹤0.01%	1033
2021 Q4	$45K	Buy	3,481 +19	+0.5%	+$222	0.01%	912
2021 Q3	$37K	Buy	3,462 +9	+0.3%	+$102	0.01%	978
2021 Q2	$38K	Hold	3,453	–	–	0.01%	933
2021 Q1	$33K	Hold	3,453	–	–	0.01%	915
2020 Q4	$29K	Hold	3,453	–	–	0.01%	861
2020 Q3	$26K	Hold	3,453	–	–	0.01%	720
2020 Q2	$26K	Hold	3,453	–	–	0.01%	675
2020 Q1	$23K	Hold	3,453	–	–	0.01%	622
2019 Q4	$37K	Hold	3,453	–	–	0.01%	537
2019 Q3	$38K	Hold	3,453	–	–	0.02%	488
2019 Q2	$37K	Hold	3,453	–	–	0.02%	489
2019 Q1	$36K	Hold	3,453	–	–	0.02%	433
2018 Q4	$29K	Sell	3,453 -480	-12%	-$4.41K	0.02%	412
2018 Q3	$39K	Buy	3,933 +2,783	+242%	+$28K	0.02%	349
2018 Q2	$11K	Hold	1,150	–	–	0.01%	385
2018 Q1	$11K	Sell	1,150 -900	-44%	-$9.14K	0.01%	587
2017 Q4	$23K	Hold	2,050	–	–	0.02%	425
2017 Q3	$23K	Hold	2,050	–	–	0.02%	373
2017 Q2	$23K	Hold	2,050	–	–	0.02%	361
2017 Q1	$23K	Hold	2,050	–	–	0.02%	334
2016 Q4	$22K	Buy	+2,050	New	+$21.7K	0.03%	331

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's JRS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2022, closing a stake of 841 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in JRS in Q4 2016 and held it in 23 quarters. The position peaked at $45K in Q4 2021. 61 funds tracked by Wall St. Rank hold JRS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 841 Nuveen Real Estate Income Fund shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen Real Estate Income Fund in Q4 2016 and held it in 23 quarters.
Patriot Financial Group Insurance Agency's Nuveen Real Estate Income Fund position peaked at $45K in Q4 2021.
61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.