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Raymond James Financial Services Advisors’s Nuveen Real Estate Income Fund JRS Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$135K Buy
14,463
+146
+1% +$1.24K ﹤0.01% 3250
2024
Q2 		$109K Sell
14,317
-4,642
-24% -$34.5K ﹤0.01% 3218
2024
Q1 		$150K Sell
18,959
-500
-3% -$3.83K ﹤0.01% 3160
2023
Q4 		$152K Sell
19,459
-884
-4% -$6.08K ﹤0.01% 3061
2023
Q3 		$136K Sell
20,343
-4,339
-18% -$31.6K ﹤0.01% 3017
2023
Q2 		$183K Sell
24,682
-1,303
-5% -$9.49K ﹤0.01% 2957
2023
Q1 		$194K Sell
25,985
-9,965
-28% -$80.7K ﹤0.01% 2921
2022
Q4 		$272K Buy
35,950
+8,833
+33% +$69.3K ﹤0.01% 2658
2022
Q3 		$210K Buy
27,117
+2,014
+8% +$18.9K ﹤0.01% 2826
2022
Q2 		$236K Sell
25,103
-335
-1% -$3.53K ﹤0.01% 2768
2022
Q1 		$300K Sell
25,438
-400
-2% -$4.64K ﹤0.01% 2711
2021
Q4 		$331K Buy
25,838
+128
+0.5% +$1.5K ﹤0.01% 2646
2021
Q3 		$273K Buy
25,710
+152
+0.6% +$1.72K ﹤0.01% 2755
2021
Q2 		$283K Sell
25,558
-274
-1% -$2.88K ﹤0.01% 2764
2021
Q1 		$248K Sell
25,832
-9,475
-27% -$84.4K ﹤0.01% 2752
2020
Q4 		$298K Buy
35,307
+173
+0.5% +$1.4K ﹤0.01% 2469
2020
Q3 		$265K Sell
35,134
-8,979
-20% -$69.2K ﹤0.01% 2349
2020
Q2 		$330K Sell
44,113
-8,964
-17% -$65.2K ﹤0.01% 2176
2020
Q1 		$360K Buy
53,077
+816
+2% +$7.85K ﹤0.01% 1738
2019
Q4 		$555K Buy
52,261
+18,276
+54% +$195K ﹤0.01% 1909
2019
Q3 		$373K Sell
33,985
-40,423
-54% -$432K ﹤0.01% 2095
2019
Q2 		$781K Sell
74,408
-1,357
-2% -$14K ﹤0.01% 1640
2019
Q1 		$785K Sell
75,765
-2,796
-4% -$27.7K ﹤0.01% 1602
2018
Q4 		$665K Sell
78,561
-26,468
-25% -$243K ﹤0.01% 1496
2018
Q3 		$1.03M Sell
105,029
-12,370
-11% -$125K ﹤0.01% 1454
2018
Q2 		$1.17M Sell
117,399
-1,025
-0.9% -$10K 0.01% 1319
2018
Q1 		$1.15M Sell
118,424
-8,728
-7% -$88.6K 0.01% 1227
2017
Q4 		$1.43M Buy
127,152
+3,685
+3% +$40.9K 0.01% 1074
2017
Q3 		$1.38M Buy
123,467
+6,402
+5% +$71.8K 0.01% 1108
2017
Q2 		$1.32M Buy
117,065
+4,984
+4% +$56.4K 0.01% 1091
2017
Q1 		$1.24M Buy
112,081
+5,564
+5% +$61.9K 0.01% 1055
2016
Q4 		$1.15M Sell
106,517
-10,898
-9% -$115K 0.01% 1036
2016
Q3 		$1.4M Buy
117,415
+7,159
+6% +$85.9K 0.01% 913
2016
Q2 		$1.32M Buy
110,256
+8,989
+9% +$99.7K 0.01% 906
2016
Q1 		$1.1M Sell
101,267
-4,704
-4% -$47.5K 0.01% 855
2015
Q4 		$1.13M Buy
105,971
+22,477
+27% +$238K 0.01% 874
2015
Q3 		$839K Buy
83,494
+12,600
+18% +$131K 0.01% 825
2015
Q2 		$724K Buy
+70,894
New +$793K 0.05% 397
2013
Q3 		– Sell
-132,354
Closed -$1.57M – 726
2013
Q2 		$1.57M Buy
+132,354
New +$1.65M 0.05% 468

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

Raymond James Financial Services Advisors's JRS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Nuveen Real Estate Income Fund (JRS) stake by 1% in Q3 2024, buying an estimated $1.24K and bringing the position to 14,463 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Raymond James Financial Services Advisors first reported a position in JRS in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.57M in Q2 2013. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,463 shares of Nuveen Real Estate Income Fund worth $135K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 146 Nuveen Real Estate Income Fund shares in Q3 2024, an estimated $1.24K.
  • Nuveen Real Estate Income Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3250 holding.
  • Raymond James Financial Services Advisors first reported a position in Nuveen Real Estate Income Fund in Q2 2013 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's Nuveen Real Estate Income Fund position peaked at $1.57M in Q2 2013.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.