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Tyler-Stone Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Tyler-Stone Wealth Management’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 		– Sell
-424
Closed -$3.24K – 644
2024
Q2 		$3.24K Buy
+424
New +$3.15K ﹤0.01% 807

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AAM
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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

Tyler-Stone Wealth Management's JRS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Nuveen Real Estate Income Fund (JRS) in Q3 2024, closing a stake of 424 shares — an estimated $3.24K sold.

Tyler-Stone Wealth Management first reported a position in JRS in Q2 2024 and held it in 1 quarter. The position peaked at $3.24K in Q2 2024. 58 funds tracked by Wall St. Rank hold JRS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Nuveen Real Estate Income Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 424 Nuveen Real Estate Income Fund shares in Q3 2024, an estimated $3.24K.
  • Tyler-Stone Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Nuveen Real Estate Income Fund position peaked at $3.24K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.