Ranch Capital Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-1,567	Closed	-$17K	–	361
2021 Q3	$17K	Sell	1,567 -50	-3%	-$565	0.01%	402
2021 Q2	$17K	Hold	1,617	–	–	0.01%	524
2021 Q1	$15K	Hold	1,617	–	–	0.01%	541
2020 Q4	$13K	Hold	1,617	–	–	0.01%	577
2020 Q3	$12K	Hold	1,617	–	–	0.01%	582
2020 Q2	$13K	Hold	1,617	–	–	0.01%	586
2020 Q1	$10K	Hold	1,617	–	–	0.01%	588
2019 Q4	$17K	Buy	+1,617	New	+$17.3K	0.01%	535

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Ranch Capital Advisors's JRS Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2021, closing a stake of 1,567 shares — an estimated $17K sold.

Ranch Capital Advisors first reported a position in JRS in Q4 2019 and held it in 8 quarters. The position peaked at $17K in Q3 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q4 2021.

Ranch Capital Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,567 Nuveen Real Estate Income Fund shares in Q4 2021, an estimated $17K.
Ranch Capital Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Nuveen Real Estate Income Fund position peaked at $17K in Q3 2021.
59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.