Fulcrum Equity Management Nuveen Real Estate Income Fund Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 01, 2020	SELL	$4.92 - $11.09 $122,862 - $276,939	-24,972 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$10.24 - $11.02 $59,238 - $63,750	-5,785 Reduced 18.81%	24,972 $265,000
Q2 2019 Aug 12, 2019	BUY	$9.95 - $10.65 $10,805 - $11,565	1,086 Added 3.66%	30,757 $328,000
Q4 2018 Mar 05, 2019	BUY	$8.06 - $9.75 $239,148 - $289,292	29,671 New	29,671 $251,000

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

$13.3 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

671K
Shares

$6.24 Million
0.12% of portfolio
Pathstone Holdings, LLC Englewood, NJ

620K
Shares

$5.76 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

435K
Shares

$4.04 Million
0.01% of portfolio
Private Advisor Group, LLC

362K
Shares

$3.37 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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