Coastal Bridge Advisors, LLC
Position in JFR — Nuveen Floating Rate Income Fund
CIK 1665976
WESTPORT, CT
Position in JFR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,176,714
+$116,300 QoQ
Shares Held
414,174
+1.8% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#26
of 173 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JFR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $68,788,149 across 16 Asset Management names. JFR ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
2,259,024 | $25,526,971 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,193,180 | $15,368,158 | |
| 3 | BX |
Blackstone Inc.
|
45,665 | $5,373,400 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,450 | $3,957,469 | |
| 5 | KKR |
KKR & Co. Inc.
|
43,078 | $3,953,698 | |
| 6 | ARES |
Ares Management Corp
|
34,460 | $3,835,742 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
This page
|
414,174 | $3,176,714 | |
| 8 | CG |
Carlyle Group Inc.
|
49,352 | $2,078,212 |
All Filings in JFR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,176,714 | 414,174 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,060,414 | 406,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,553,473 | 453,828 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,374,410 | 534,769 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,531,500 | 535,006 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,790,454 | 565,579 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $4,135,133 | 463,580 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,216,154 | 478,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,827,227 | 442,454 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,957,156 | 338,735 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,759,819 | 214,090 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,022,054 | 124,489 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||