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

$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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.