JRS · Nuveen Real Estate Income Fund

$8.50 -0.05 (-0.58%) At close · Aug 26

Market Cap

$243.85M

28.89M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 76

Total Value: $62,123,702

Total Shares: 7,369,364

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 76 13F filers · Δ vs Mar 31, 2026

Top Holder

24.4%

+0.3 pts

Top 5

58.9%

+2.8 pts

Top 10

76.4%

+3.7 pts

HHI

991

Broadly held+58

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +19.6%

Shares held: +5.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Kanen Wealth Management LLC	+208,121	736,168
Mega WELLS FARGO & COMPANY/MN	+132,071	340,483
Mega MORGAN STANLEY	+122,514	1,798,668
Large Pathstone Holdings, LLC	+65,313	483,433
Large Baird Financial Group, Inc.	+55,642	681,021

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Cetera Investment Advisers	−47,963	132,163
Mega AMERIPRISE FINANCIAL INC	−33,649	73,955
Mid Advisors Asset Management, Inc.	−19,628	638,694
Mid Merit Financial Group, LLC	−18,252	25,931
Mega ROYAL BANK OF CANADA	−10,952	141,805

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Virtu Financial LLC	17,872	$150,660
Mid SIGNATUREFD, LLC	10,600	$89,358
Large MERCER GLOBAL ADVISORS INC /ADV	10,504	$88,548
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	10,171	$85,741
Mid AXXCESS WEALTH MANAGEMENT, LLC	10,016	$84,434

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega ENVESTNET ASSET MANAGEMENT INC	67,320	$502,207
Mid World Investment Advisors	43,410	$323,838
Mega Invesco Ltd.	40,952	$305,501
Large Mariner, LLC	13,050	$97,353
Mega JANE STREET GROUP, LLC	12,357	$92,183

Filter: New 8 Increased 27 Reduced 18 Sold out 8 Unchanged 23

Showing 76 of 76

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$15,162,769

24.41%

1,798,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,616,249	$13,624,978	89.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	182,419	$1,537,791	10.1%	Defined

Kanen Wealth Management LLC

$6,205,896

9.99%

736,168

Baird Financial Group, Inc.

$5,741,007

9.24%

681,021

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	681,021	$5,741,007	100.0%	Defined

Advisors Asset Management, Inc.

$5,384,190

8.67%

638,694

Pathstone Holdings, LLC

$4,075,340

6.56%

483,433

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	481,328	$4,057,595	99.6%	Defined
Held directly	2,105	$17,745	0.4%	Sole

Private Advisor Group, LLC

$3,448,240

5.55%

409,044

WELLS FARGO & COMPANY/MN

$2,870,271

4.62%

340,483

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	159,543	$1,344,947	46.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	180,940	$1,525,324	53.1%	Defined

LPL Financial LLC

$1,921,433

3.09%

227,928

WOLVERINE ASSET MANAGEMENT LLC

$1,479,279

2.38%

175,478

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	175,478	$1,479,279	100.0%	Defined

ROYAL BANK OF CANADA

$1,195,416

1.92%

141,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	141,805	$1,195,416	100.0%	Defined

Cetera Investment Advisers

$1,114,134

1.79%

132,163

UBS Group AG

$987,354

1.59%

117,124

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	117,123	$987,346	100.0%	Defined
UBS Securities LLC	1	$8	0.0%	Defined

Closed-End Fund Advisors, Inc.

$982,769

1.58%

116,580

OSAIC HOLDINGS, INC.

$890,586

1.43%

105,645

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	103,223	$870,169	97.7%	Defined
Osaic Advisory Services, LLC	2,422	$20,417	2.3%	Defined

Advisory Services Network, LLC

$830,043

1.34%

98,463

Mutual Advisors, LLC

$762,931

1.23%

90,502

AMERIPRISE FINANCIAL INC

$623,440

1.00%

73,955

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	73,955	$623,440	100.0%	Defined

Everstar Asset Management, LLC

$566,951

0.91%

67,254

NWF Advisory Services Inc.

$503,271

0.81%

59,700

COMMONWEALTH EQUITY SERVICES, LLC

$481,723

0.78%

57,144

RAYMOND JAMES FINANCIAL INC

$457,453

0.74%

54,265

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	16,814	$141,742	31.0%	Defined
Raymond James Financial Services Advisors, Inc.	37,451	$315,711	69.0%	Defined

BANK OF AMERICA CORP /DE/

$395,198

0.64%

46,880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	46,880	$395,198	100.0%	Defined

Steward Partners Investment Advisory, LLC

$375,666

0.60%

44,563

STIFEL FINANCIAL CORP

$373,929

0.60%

44,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	44,357	$373,929	100.0%	Defined

Advisory Advocates, LLC

$327,505

0.53%

38,850

CITADEL ADVISORS LLC

$302,190

0.49%

35,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	35,847	$302,190	100.0%	Defined

OPPENHEIMER & CO INC

$296,086

0.48%

35,123

Stratos Wealth Partners, LTD.

$280,398

0.45%

33,262

Kestra Advisory Services, LLC

$250,927

0.40%

29,766

TRUIST FINANCIAL CORP

$242,909

0.39%

28,815

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	23,571	$198,703	81.8%	Defined
Truist Advisory Services, Inc.	5,244	$44,206	18.2%	Defined

READYSTATE ASSET MANAGEMENT LP

$230,922

0.37%

27,393

Merit Financial Group, LLC

$218,598

0.35%

25,931

Janney Montgomery Scott LLC

$212,107

0.34%

25,161

Samara Investment Management, LLC

$190,307

0.31%

22,575

Independent Wealth Network Inc.

$189,186

0.30%

22,442

Shaker Financial Services, LLC

$188,528

0.30%

22,364

StoneX Group Inc.

$188,107

0.30%

22,314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	22,314	$188,107	100.0%	Defined

Fortitude Advisory Group L.L.C.

$186,227

0.30%

22,091

Cambridge Investment Research Advisors, Inc.

$156,098

0.25%

18,517

Virtu Financial LLC

$150,660

0.24%

17,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	17,872	$150,660	100.0%	Defined

DECISION INVESTMENTS, INC

$145,333

0.23%

17,240

XTX Topco Ltd

$143,782

0.23%

17,056

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	17,056	$143,782	100.0%	Defined

Geneos Wealth Management Inc.

$135,048

0.22%

16,020

TrueMark Investments, LLC

$123,246

0.20%

14,620

Founders Financial Alliance, LLC

$98,268

0.16%

11,657

SIGNATUREFD, LLC

$89,358

0.14%

10,600

MERCER GLOBAL ADVISORS INC /ADV

$88,548

0.14%

10,504

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$85,741

0.14%

10,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	10,171	$85,741	100.0%	Other

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$85,699

0.14%

10,166

AXXCESS WEALTH MANAGEMENT, LLC

$84,434

0.14%

10,016

D.A. DAVIDSON & CO.

$84,392

0.14%

10,011

RIVERNORTH CAPITAL MANAGEMENT, LLC

$84,300

0.14%

10,000

HARBOUR INVESTMENTS, INC.

$73,425

0.12%

8,710

WEBSTER BANK, N. A.

$67,212

0.11%

7,973

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$50,883

0.08%

6,036

NBC SECURITIES, INC.

$41,753

0.07%

4,953

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$39,646

0.06%

4,703

ALBION FINANCIAL GROUP /UT

$27,043

0.04%

3,208

FNY Investment Advisers, LLC

$20,232

0.03%

2,400

Larson Financial Group LLC

$16,017

0.03%

1,900

EverSource Wealth Advisors, LLC

$15,174

0.02%

1,800

Rockefeller Capital Management L.P.

$14,760

0.02%

1,751

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,751	$14,760	100.0%	Defined

US BANCORP \DE\

$10,866

0.02%

1,289

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,289	$10,866	100.0%	Defined

Marshall & Sterling Wealth Advisors Inc.

$9,618

0.02%

1,141

MARSHALL INVESTMENT MANAGEMENT, LLC

$9,188

0.01%

1,090

West Branch Capital LLC

$8,817

0.01%

1,046

HAZLETT, BURT & WATSON, INC.

$8,430

0.01%

1,000

Farther Finance Advisors, LLC

$5,749

0.01%

682

CoreCap Advisors, LLC

$3,658

0.01%

434

EASTERN BANK

$3,372

0.01%

400

HIGHLINE WEALTH PARTNERS LLC

$2,781

0.00%

330

Global Retirement Partners, LLC

$2,512

0.00%

298

PEOPLES FINANCIAL SERVICES CORP.

$1,686

0.00%

200

FIFTH THIRD BANCORP

$1,213

0.00%

144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	144	$1,213	100.0%	Defined

WHITTIER TRUST CO OF NEVADA INC

$1,104

0.00%

131

NewEdge Advisors, LLC

$370

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	40,952	$305,501	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	13,050	$97,353	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	12,357	$92,183	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	10,123	$75,517	92.0%	Defined
SECURITY INVESTORS LLC	876	$6,534	8.0%	Defined

Key facts CIK 1158289 CUSIP 67071B108 13F (30d) 53 filings 52 filers Visit website