Syverson Strege & Co’s Nuveen Real Estate Income Fund JRS Stock Holding History

Syverson Strege & Co’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	-667	Closed	-$4.98K	–	351
2023 Q1	$4.98K	Hold	667	–	–	﹤0.01%	335
2022 Q4	$5.04K	Buy	667 +35	+6%	+$274	﹤0.01%	220
2022 Q3	$5K	Buy	632 +14	+2%	+$132	﹤0.01%	211
2022 Q2	$6K	Buy	618 +10	+2%	+$105	﹤0.01%	250
2022 Q1	$7K	Hold	608	–	–	0.01%	224
2021 Q4	$8K	Buy	608 +20	+3%	+$234	0.01%	212
2021 Q3	$6K	Buy	588 +10	+2%	+$113	﹤0.01%	301
2021 Q2	$6K	Buy	578 +11	+2%	+$116	0.01%	221
2021 Q1	$5K	Hold	567	–	–	0.01%	219
2020 Q4	$5K	Buy	+567	New	+$4.58K	﹤0.01%	202

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Syverson Strege & Co's JRS Position: Q2 2023 in Review

Syverson Strege & Co sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2023, closing a stake of 667 shares — an estimated $4.98K sold.

Syverson Strege & Co first reported a position in JRS in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 59 funds tracked by Wall St. Rank hold JRS as of Q2 2023.

Syverson Strege & Co reported no remaining Nuveen Real Estate Income Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 667 Nuveen Real Estate Income Fund shares in Q2 2023, an estimated $4.98K.
Syverson Strege & Co first reported a position in Nuveen Real Estate Income Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Nuveen Real Estate Income Fund position peaked at $8K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.