Prospera Financial Services’s Nuveen Real Estate Income Fund JRS Stock Holding History

Prospera Financial Services’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	-10,170	Closed	-$96K	–	1240
2022 Q2	$96K	Sell	10,170 -15,764	-61%	-$166K	﹤0.01%	905
2022 Q1	$306K	Buy	25,934 +6,500	+33%	+$75.3K	0.01%	738
2021 Q4	$249K	Buy	19,434 +7,459	+62%	+$87.3K	0.01%	761
2021 Q3	$127K	Sell	11,975 -37,496	-76%	-$424K	0.01%	775
2021 Q2	$549K	Buy	49,471 +531	+1%	+$5.59K	0.03%	504
2021 Q1	$469K	Buy	+48,940	New	+$436K	0.03%	502

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 $71.6B AUM 21.08% 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 $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Prospera Financial Services's JRS Position: Q3 2022 in Review

Prospera Financial Services sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2022, closing a stake of 10,170 shares — an estimated $96K sold.

Prospera Financial Services first reported a position in JRS in Q1 2021 and held it in 6 quarters. The position peaked at $549K in Q2 2021. 61 funds tracked by Wall St. Rank hold JRS as of Q3 2022.

Prospera Financial Services reported no remaining Nuveen Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 10,170 Nuveen Real Estate Income Fund shares in Q3 2022, an estimated $96K.
Prospera Financial Services first reported a position in Nuveen Real Estate Income Fund in Q1 2021 and held it in 6 quarters.
Prospera Financial Services's Nuveen Real Estate Income Fund position peaked at $549K in Q2 2021.
61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.