Dynamic Advisor Solutions LLC Nuveen Real Estate Income Fund Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$8.05 - $9.59 $210,982 - $251,344	-26,209 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$6.09 - $8.48 $9,135 - $12,720	-1,500 Reduced 5.41%	26,209 $196,000
Q3 2019 Nov 13, 2019	BUY	$10.41 - $10.99 $33,457 - $35,321	3,214 Added 13.12%	27,709 $305,000
Q2 2019 Aug 13, 2019	BUY	$9.95 - $10.65 $129 - $138	13 Added 0.05%	24,495 $257,000
Q4 2018 Jan 29, 2019	BUY	$8.06 - $9.75 $120 - $146	15 Added 0.06%	24,482 $232,000
Q3 2018 Nov 14, 2018	BUY	$9.67 - $10.38 $135 - $145	14 Added 0.06%	24,467 $240,000
Q2 2018 Aug 07, 2018	BUY	$9.44 - $10.0 $3,077 - $3,260	326 Added 1.35%	24,453 $244,000
Q1 2018 May 01, 2018	BUY	$9.48 - $11.23 $228,723 - $270,946	24,127 New	24,127 $235,000

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

$12.3 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

671K
Shares

$5.79 Million
0.12% of portfolio
Pathstone Holdings, LLC Englewood, NJ

620K
Shares

$5.35 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

435K
Shares

$3.75 Million
0.01% of portfolio
Private Advisor Group, LLC

362K
Shares

$3.13 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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