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Van Hulzen Asset Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-5,000
Closed -$43.1K – 726
2024
Q4 		$43.1K Buy
+5,000
New +$45.2K ﹤0.01% 536

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AAM
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Van Hulzen Asset Management's JRS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Nuveen Real Estate Income Fund (JRS) in Q1 2025, closing a stake of 5,000 shares — an estimated $43.1K sold.

Van Hulzen Asset Management first reported a position in JRS in Q4 2024 and held it in 1 quarter. The position peaked at $43.1K in Q4 2024. 61 funds tracked by Wall St. Rank hold JRS as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Nuveen Real Estate Income Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,000 Nuveen Real Estate Income Fund shares in Q1 2025, an estimated $43.1K.
  • Van Hulzen Asset Management first reported a position in Nuveen Real Estate Income Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Nuveen Real Estate Income Fund position peaked at $43.1K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.