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

Rise 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
2023
Q2 		– Sell
-2,777
Closed -$20.7K – 734
2023
Q1 		$20.7K Hold
2,777
– – 0.02% 247
2022
Q4 		$21K Buy
2,777
+151
+6% +$1.18K 0.02% 244
2022
Q3 		$20K Sell
2,626
-41
-2% -$386 0.02% 246
2022
Q2 		$25K Buy
2,667
+46
+2% +$484 0.03% 210
2022
Q1 		$31K Hold
2,621
– – 0.03% 201
2021
Q4 		$33.6K Buy
+2,621
New +$30.7K 0.03% 189

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Rise Advisors's JRS Position: Q2 2023 in Review

Rise Advisors sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2023, closing a stake of 2,777 shares — an estimated $20.7K sold.

Rise Advisors first reported a position in JRS in Q4 2021 and held it in 6 quarters. The position peaked at $33.6K in Q4 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q2 2023.

  • Rise Advisors reported no remaining Nuveen Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 2,777 Nuveen Real Estate Income Fund shares in Q2 2023, an estimated $20.7K.
  • Rise Advisors first reported a position in Nuveen Real Estate Income Fund in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's Nuveen Real Estate Income Fund position peaked at $33.6K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.