PrairieView Partners
JRS icon

PrairieView Partners’s Nuveen Real Estate Income Fund JRS Stock Holding History

PrairieView Partners’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
2023
Q1 		– Sell
-973
Closed -$7K – 459
2022
Q4 		$7K Buy
+973
New +$7.63K ﹤0.01% 342
2020
Q2 		– Sell
-39
Closed – – 304
2020
Q1 		$0 Buy
+39
New +$375 ﹤0.01% 299

Other funds holding JRS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $72.7B AUM 26.4% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PrairieView Partners's JRS Position: Q1 2023 in Review

PrairieView Partners sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2023, closing a stake of 973 shares — an estimated $7K sold.

PrairieView Partners first reported a position in JRS in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 63 funds tracked by Wall St. Rank hold JRS as of Q1 2023.

  • PrairieView Partners reported no remaining Nuveen Real Estate Income Fund position as of Q1 2023 after selling out during the quarter.
  • PrairieView Partners sold 973 Nuveen Real Estate Income Fund shares in Q1 2023, an estimated $7K.
  • PrairieView Partners first reported a position in Nuveen Real Estate Income Fund in Q1 2020 and held it in 2 quarters.
  • PrairieView Partners's Nuveen Real Estate Income Fund position peaked at $7K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.