Creative Planning Nuveen Real Estate Income Fund Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$7.25 - $8.17 $103,457 - $116,585	-14,270 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$6.09 - $8.48 $86,904 - $121,009	14,270 New	14,270 $107,000
Q1 2020 May 05, 2020	SELL	$4.92 - $11.09 $63,817 - $143,848	-12,971 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$10.24 - $11.02 $25,600 - $27,550	2,500 Added 23.88%	12,971 $138,000
Q1 2019 Apr 24, 2019	SELL	$8.34 - $10.46 $59,422 - $74,527	-7,125 Reduced 40.49%	10,471 $108,000
Q4 2018 Feb 01, 2019	BUY	$8.06 - $9.75 $45,442 - $54,970	5,638 Added 47.15%	17,596 $149,000
Q3 2018 Oct 25, 2018	BUY	$9.67 - $10.38 $115,633 - $124,124	11,958 New	11,958 $117,000

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

$13.8 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

671K
Shares

$6.46 Million
0.12% of portfolio
Pathstone Holdings, LLC Englewood, NJ

620K
Shares

$5.97 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

435K
Shares

$4.19 Million
0.01% of portfolio
Private Advisor Group, LLC

362K
Shares

$3.49 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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