Patriot Financial Group Insurance Agency, LLC Nuveen Real Estate Income Fund Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$9.01 - $12.0 $10,271 - $13,680	-1,140 Reduced 57.55%	841 $8,000
Q1 2022 May 11, 2022	SELL	$10.78 - $12.79 $16,169 - $19,185	-1,500 Reduced 43.09%	1,981 $23,000
Q4 2021 Jan 10, 2022	BUY	$10.68 - $12.82 $202 - $243	19 Added 0.55%	3,481 $45,000
Q3 2021 Nov 24, 2021	BUY	$10.52 - $11.76 $94 - $105	9 Added 0.26%	3,462 $37,000
Q4 2018 Feb 04, 2019	SELL	$8.06 - $9.75 $3,868 - $4,680	-480 Reduced 12.2%	3,453 $29,000
Q3 2018 Oct 30, 2018	BUY	$9.67 - $10.38 $26,911 - $28,887	2,783 Added 242.0%	3,933 $39,000
Q1 2018 May 14, 2018	SELL	$9.48 - $11.23 $8,532 - $10,107	-900 Reduced 43.9%	1,150 $11,000
Q2 2017 Aug 08, 2017	BUY	N/A	2,050	2,050 $23,000

Others Institutions Holding JRS

# of Institutions

Shares Held

5.94M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.43M
Shares

$13.4 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

671K
Shares

$6.31 Million
0.12% of portfolio
Pathstone Holdings, LLC Englewood, NJ

620K
Shares

$5.83 Million
0.03% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

435K
Shares

$4.09 Million
0.01% of portfolio
Private Advisor Group, LLC

362K
Shares

$3.41 Million
0.02% of portfolio

View Full List

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...

More about JRS

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