Avantax Advisory Services, Inc. Nuveen Real Estate Income Fund Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$7.12 - $7.71 $1,673 - $1,811	235 Added 2.13%	11,271 $86,000
Q1 2024 May 08, 2024	BUY	$7.4 - $7.96 $81,666 - $87,846	11,036 New	11,036 $87,000
Q3 2022 Nov 01, 2022	BUY	$7.52 - $10.42 $5,264 - $7,294	700 Added 6.37%	11,685 $90,000
Q2 2022 Aug 02, 2022	BUY	$9.01 - $12.0 $1,711 - $2,280	190 Added 1.76%	10,985 $103,000
Q4 2021 Jan 24, 2022	SELL	$10.68 - $12.82 $6,023 - $7,230	-564 Reduced 4.97%	10,795 $138,000
Q3 2021 Oct 21, 2021	BUY	$10.52 - $11.76 $2,019 - $2,257	192 Added 1.72%	11,359 $121,000
Q2 2021 Jul 29, 2021	BUY	$9.56 - $11.43 $2,084 - $2,491	218 Added 1.99%	11,167 $124,000
Q4 2020 Jan 22, 2021	SELL	$7.23 - $8.69 $30,619 - $36,802	-4,235 Reduced 27.89%	10,949 $92,000
Q3 2020 Oct 14, 2020	BUY	$7.25 - $8.17 $30,914 - $34,836	4,264 Added 39.05%	15,184 $115,000
Q2 2020 Aug 06, 2020	BUY	$6.09 - $8.48 $1,827 - $2,544	300 Added 2.82%	10,920 $82,000
Q1 2020 Apr 30, 2020	BUY	$4.92 - $11.09 $52,250 - $117,775	10,620 New	10,620 $72,000

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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