Affinity Wealth Management LLC Nuveen Real Estate Income Fund Transaction History

Affinity Wealth Management LLC

$509 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	SELL	$7.0 - $9.03 $78,652 - $101,461	-11,236 Reduced 52.67%	10,095 $75,000
Q1 2022 May 12, 2022	SELL	$10.78 - $12.79 $3,147 - $3,734	-292 Reduced 1.35%	21,331 $248,000
Q4 2021 Feb 08, 2022	BUY	$10.68 - $12.82 $230,933 - $277,206	21,623 New	21,623 $266,000

Others Institutions Holding JRS

# of Institutions

62

Shares Held

5.94M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.43M
Shares

$12.2 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

671K
Shares

$5.71 Million
0.12% of portfolio
Pathstone Holdings, LLC Englewood, NJ

620K
Shares

$5.27 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

435K
Shares

$3.7 Million
0.01% of portfolio
Private Advisor Group, LLC

362K
Shares

$3.08 Million
0.02% of portfolio

About NUVEEN REAL ESTATE INCOME FUND

Ticker JRS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Real Estate Income Fund is a closed-ended equity mutual fund launched by Nuveen Investments Inc. The fund is managed by Security Capital Research & Management Incorporated. It invests in the public equity markets of the United States. The fund makes its investments in stocks of companies operating in the real-estate sector. It typical...

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