Sea Crest Wealth Management, LLC Nuveen Real Estate Income Fund Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$10.52 - $11.76 $284,040 - $317,520	-27,000 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$9.56 - $11.43 $17,208 - $20,574	-1,800 Reduced 6.25%	27,000 $299,000
Q1 2021 May 17, 2021	BUY	$8.05 - $9.59 $65,205 - $77,679	8,100 Added 39.13%	28,800 $276,000
Q4 2020 Feb 09, 2021	BUY	$7.23 - $8.69 $32,535 - $39,105	4,500 Added 27.78%	20,700 $175,000
Q3 2020 Nov 12, 2020	BUY	$7.25 - $8.17 $117,450 - $132,354	16,200 New	16,200 $122,000

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

$13.4 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

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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