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Principal Securities’s Nuveen Real Estate Income Fund JRS Stock Holding History

Principal Securities’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
2024
Q3 		– Sell
-200
Closed -$1.53K – 3493
2024
Q2 		$1.53K Hold
200
– – ﹤0.01% 2977
2024
Q1 		$1.58K Sell
200
-163
-45% -$1.25K ﹤0.01% 2933
2023
Q4 		$2.84K Buy
+363
New +$2.5K ﹤0.01% 2717

Other funds holding JRS

Morgan Stanley
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities's JRS Position: Q3 2024 in Review

Principal Securities sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2024, closing a stake of 200 shares — an estimated $1.53K sold.

Principal Securities first reported a position in JRS in Q4 2023 and held it in 3 quarters. The position peaked at $2.84K in Q4 2023. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2024.

  • Principal Securities reported no remaining Nuveen Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 200 Nuveen Real Estate Income Fund shares in Q3 2024, an estimated $1.53K.
  • Principal Securities first reported a position in Nuveen Real Estate Income Fund in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Nuveen Real Estate Income Fund position peaked at $2.84K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.