S.E.E.D. Planning Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

S.E.E.D. Planning Group’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 Q4	–	Sell	-10,000	Closed	-$77K	–	88
2022 Q3	$77K	Sell	10,000 -10,000	-50%	-$94K	0.04%	80
2022 Q2	$188K	Hold	20,000	–	–	0.09%	78
2022 Q1	$236K	Hold	20,000	–	–	0.1%	80
2021 Q4	$256K	Hold	20,000	–	–	0.11%	74
2021 Q3	$212K	Hold	20,000	–	–	0.1%	81
2021 Q2	$222K	Buy	+20,000	New	+$211K	0.11%	78

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1CP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

S.E.E.D. Planning Group's JRS Position: Q4 2022 in Review

S.E.E.D. Planning Group sold out of Nuveen Real Estate Income Fund (JRS) in Q4 2022, closing a stake of 10,000 shares — an estimated $77K sold.

S.E.E.D. Planning Group first reported a position in JRS in Q2 2021 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 63 funds tracked by Wall St. Rank hold JRS as of Q4 2022.

S.E.E.D. Planning Group reported no remaining Nuveen Real Estate Income Fund position as of Q4 2022 after selling out during the quarter.
S.E.E.D. Planning Group sold 10,000 Nuveen Real Estate Income Fund shares in Q4 2022, an estimated $77K.
S.E.E.D. Planning Group first reported a position in Nuveen Real Estate Income Fund in Q2 2021 and held it in 6 quarters.
S.E.E.D. Planning Group's Nuveen Real Estate Income Fund position peaked at $256K in Q4 2021.
63 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q4 2022.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.