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Spectrum Management Group’s Nuveen Real Estate Income Fund JRS Stock Holding History

Spectrum Management 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
Q2 		– Sell
-1,035
Closed -$12K – 281
2022
Q1 		$12K Hold
1,035
– – ﹤0.01% 223
2021
Q4 		$13K Buy
1,035
+18
+2% +$211 ﹤0.01% 208
2021
Q3 		$11K Buy
+1,017
New +$11.5K ﹤0.01% 272

Other funds holding JRS

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Spectrum Management Group's JRS Position: Q2 2022 in Review

Spectrum Management Group sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2022, closing a stake of 1,035 shares — an estimated $12K sold.

Spectrum Management Group first reported a position in JRS in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 64 funds tracked by Wall St. Rank hold JRS as of Q2 2022.

  • Spectrum Management Group reported no remaining Nuveen Real Estate Income Fund position as of Q2 2022 after selling out during the quarter.
  • Spectrum Management Group sold 1,035 Nuveen Real Estate Income Fund shares in Q2 2022, an estimated $12K.
  • Spectrum Management Group first reported a position in Nuveen Real Estate Income Fund in Q3 2021 and held it in 3 quarters.
  • Spectrum Management Group's Nuveen Real Estate Income Fund position peaked at $13K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.