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Plante Moran Financial Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Plante Moran Financial Advisors’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
2025
Q1 		– Sell
-134
Closed -$1.16K – 889
2024
Q4 		$1.16K Buy
+134
New +$1.21K ﹤0.01% 812

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PAG
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Wells Fargo
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Invesco
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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plante Moran Financial Advisors's JRS Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2025, closing a stake of 134 shares — an estimated $1.16K sold.

Plante Moran Financial Advisors first reported a position in JRS in Q4 2024 and held it in 1 quarter. The position peaked at $1.16K in Q4 2024. 61 funds tracked by Wall St. Rank hold JRS as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 134 Nuveen Real Estate Income Fund shares in Q1 2025, an estimated $1.16K.
  • Plante Moran Financial Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen Real Estate Income Fund position peaked at $1.16K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.