NUVEEN REAL ESTATE INCOME FD (JRS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$62.0M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $15.2M | 1,798,668 | 0.00% | 35q | +7.3%+$1.0M |
| Kanen Wealth Management LLC | $6.3M | 736,168 | 1.52% | 4q | +39.4%+$1.8M |
| Baird Financial Group, Inc. | $5.7M | 681,021 | 0.01% | 31q | +8.9%+$469.1K |
| Advisors Asset Management, Inc. | $5.4M | 638,694 | 0.08% | 34q | -3.0%-$165.5K |
| Pathstone Holdings, LLC | $4.1M | 483,433 | 0.01% | 11q | +15.6%+$550.6K |
| Private Advisor Group, LLC | $3.4M | 409,044 | 0.02% | 31q | +2.6%+$87.2K |
| WELLS FARGO & COMPANY/MN | $2.9M | 340,483 | 0.00% | 31q | -18.3%-$643.6K |
| LPL Financial LLC | $1.9M | 227,928 | 0.00% | 29q | +4.9%+$89.3K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.5M | 175,478 | 0.01% | 5q | +10.9%+$145.4K |
| ROYAL BANK OF CANADA | $1.2M | 141,805 | 0.00% | 31q | -7.2%-$92.3K |
| Cetera Investment Advisers | $1.1M | 132,163 | 0.00% | 15q | -26.6%-$404.3K |
| UBS Group AG | $987.4K | 117,124 | 0.00% | 31q | -3.1%-$31.9K |
| Closed-End Fund Advisors, Inc. | $982.8K | 116,580 | 0.96% | 3q | +6.8%+$63.0K |
| OSAIC HOLDINGS, INC. | $890.6K | 105,645 | 0.00% | 26q | +11.3%+$90.4K |
| Advisory Services Network, LLC | $830.0K | 98,463 | 0.01% | 7q | HELD |
| Mutual Advisors, LLC | $762.9K | 90,502 | 0.01% | 28q | HELD |
| AMERIPRISE FINANCIAL INC | $627.8K | 73,955 | 0.00% | 31q | -65.6%-$1.2M |
| Everstar Asset Management, LLC | $567.0K | 67,254 | 0.27% | 8q | HELD |
| NWF Advisory Services Inc. | $503.3K | 59,700 | 0.05% | 6q | +3.8%+$18.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $481.7K | 57,144 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $457.5K | 54,265 | 0.00% | 7q | -4.1%-$19.5K |
| Merit Financial Group, LLC | $437.2K | 51,862 | 0.00% | 3q | +17.4%+$64.7K |
| BANK OF AMERICA CORP /DE/ | $395.2K | 46,880 | 0.00% | 31q | +6.1%+$22.8K |
| Steward Partners Investment Advisory, LLC | $375.7K | 44,563 | 0.00% | 11q | HELD |
| STIFEL FINANCIAL CORP | $373.9K | 44,357 | 0.00% | 16q | -2.8%-$10.7K |
| Advisory Advocates, LLC | $327.5K | 38,850 | 0.28% | 3q | -1.3%-$4.2K |
| CITADEL ADVISORS LLC | $302.2K | 35,847 | 0.00% | 5q | +79.3%+$133.6K |
| OPPENHEIMER & CO INC | $296.1K | 35,123 | 0.00% | 19q | +1.5%+$4.3K |
| Stratos Wealth Partners, LTD. | $280.4K | 33,262 | 0.00% | 2q | -18.7%-$64.4K |
| Kestra Advisory Services, LLC | $250.9K | 29,766 | 0.00% | 5q | -11.9%-$33.9K |
| TRUIST FINANCIAL CORP | $242.9K | 28,815 | 0.00% | 8q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $230.9K | 27,393 | 0.01% | 2q | +160.2%+$142.2K |
| Shaker Financial Services, LLC | $192.8K | 22,364 | 0.06% | 2q | -30.9%-$86.2K |
| StoneX Group Inc. | $191.6K | 22,314 | 0.01% | 6q | +29.1%+$43.2K |
| Samara Investment Management, LLC | $190.3K | 22,575 | 0.18% | 2q | HELD |
| Independent Wealth Network Inc. | $189.2K | 22,442 | 0.05% | 16q | +0.5%+$1.0K |
| Fortitude Advisory Group L.L.C. | $186.2K | 22,091 | 0.07% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $177.1K | 21,008 | 0.00% | new | NEW |
| DECISION INVESTMENTS, INC | $145.3K | 17,240 | 0.13% | 3q | HELD |
| XTX Topco Ltd | $143.8K | 17,056 | 0.00% | 2q | +8.6%+$11.4K |
| Geneos Wealth Management Inc. | $135.0K | 16,020 | 0.00% | 7q | HELD |
| TrueMark Investments, LLC | $123.2K | 14,620 | 0.02% | 4q | -1.9%-$2.4K |
| Founders Financial Alliance, LLC | $98.3K | 11,657 | 0.01% | 4q | HELD |
| SIGNATUREFD, LLC | $89.4K | 10,600 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $86.8K | 10,166 | 0.00% | 12q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $85.7K | 10,171 | 0.00% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $84.4K | 10,016 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $84.4K | 10,011 | 0.00% | new | NEW |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $84.3K | 10,000 | 0.00% | 4q | -32.9%-$41.4K |
| HARBOUR INVESTMENTS, INC. | $73.4K | 8,710 | 0.00% | 21q | HELD |
| WEBSTER BANK, N. A. | $67.2K | 7,973 | 0.01% | 21q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.9K | 6,036 | 0.00% | 21q | -1.2% |
| LANARK FINANCIAL, INC. | $41.8K | 4,953 | 0.00% | 12q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $40.2K | 4,703 | 0.00% | 3q | HELD |
| ALBION FINANCIAL GROUP /UT | $27.0K | 3,208 | 0.00% | new | NEW |
| Larson Financial Group LLC | $16.0K | 1,900 | 0.00% | 7q | HELD |
| EverSource Wealth Advisors, LLC | $15.2K | 1,800 | 0.00% | 15q | HELD |
| Rockefeller Capital Management L.P. | $14.8K | 1,751 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $10.9K | 1,289 | 0.00% | 3q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $9.6K | 1,141 | 0.01% | 7q | HELD |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $9.2K | 1,090 | 0.00% | 2q | +2.3% |
| West Branch Capital LLC | $8.8K | 1,046 | 0.00% | 3q | +2.3% |
| Farther Finance Advisors, LLC | $5.7K | 682 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $3.7K | 434 | 0.00% | 10q | HELD |
| EASTERN BANK | $3.4K | 400 | 0.00% | 6q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 330 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $2.5K | 298 | 0.00% | 13q | +2.4% |
| PEOPLES FINANCIAL SERVICES CORP. | $1.7K | 200 | 0.00% | 31q | HELD |
| FIFTH THIRD BANCORP | $1.2K | 144 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.1K | 131 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $374 | 44 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $312 | 37,034 | 0.00% | 31q | +90.6% |
| Janney Montgomery Scott LLC | $212 | 25,161 | 0.00% | 8q | +10.5% |
| Virtu Financial LLC | $151 | 17,872 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $20 | 2,400 | 0.01% | 2q | HELD |
| HAZLETT, BURT & WATSON, INC. | $8 | 1,000 | 0.00% | 18q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $62.0M | 7,340,849 | 7 | 21 | 15 | 0.0% |
| Q1 2026 | 71 | $54.0M | 7,235,722 | 9 | 23 | 22 | 0.0% |
| Q4 2025 | 64 | $51.5M | 6,723,409 | 6 | 19 | 19 | 0.0% |
| Q3 2025 | 63 | $52.7M | 6,444,545 | 6 | 21 | 21 | 0.0% |
| Q2 2025 | 64 | $51.8M | 6,654,212 | 11 | 21 | 16 | 0.0% |
| Q1 2025 | 54 | $54.1M | 6,576,470 | 8 | 23 | 9 | 0.0% |
| Q4 2024 | 55 | $59.4M | 6,878,770 | 10 | 20 | 12 | 0.0% |
| Q3 2024 | 49 | $57.5M | 6,182,167 | 6 | 16 | 16 | 0.0% |
| Q2 2024 | 52 | $48.4M | 6,318,320 | 7 | 19 | 13 | 0.0% |
| Q1 2024 | 52 | $59.8M | 7,574,039 | 7 | 15 | 9 | 0.0% |
| Q4 2023 | 61 | $47.7M | 6,102,625 | 13 | 19 | 14 | 0.0% |
| Q3 2023 | 52 | $31.9M | 4,757,246 | 7 | 14 | 18 | 0.0% |
| Q2 2023 | 51 | $31.7M | 4,291,830 | 7 | 16 | 16 | 0.0% |
| Q1 2023 | 51 | $30.7M | 4,104,451 | 4 | 17 | 17 | 0.0% |
| Q4 2022 | 47 | $26.1M | 3,451,794 | 11 | 15 | 12 | 0.0% |
| Q3 2022 | 61 | $41.7M | 5,387,582 | 9 | 20 | 13 | 0.0% |
| Q2 2022 | 63 | $50.3M | 5,344,372 | 8 | 21 | 14 | 0.0% |
| Q1 2022 | 59 | $60.0M | 5,080,865 | 9 | 18 | 14 | 0.0% |
| Q4 2021 | 59 | $67.4M | 5,256,554 | 9 | 21 | 10 | 0.0% |
| Q3 2021 | 56 | $49.0M | 4,606,523 | 8 | 23 | 10 | 0.0% |
| Q2 2021 | 57 | $47.5M | 4,279,015 | 5 | 20 | 16 | 0.0% |
| Q1 2021 | 60 | $41.8M | 4,360,885 | 6 | 16 | 17 | 0.0% |
| Q4 2020 | 60 | $37.2M | 4,404,795 | 6 | 18 | 16 | 0.0% |
| Q3 2020 | 56 | $30.5M | 4,030,540 | 7 | 16 | 19 | 0.0% |
| Q2 2020 | 63 | $39.6M | 5,299,184 | 5 | 22 | 21 | 0.0% |
| Q1 2020 | 65 | $37.9M | 5,578,600 | 15 | 24 | 10 | 0.0% |
| Q4 2019 | 60 | $46.0M | 4,327,215 | 9 | 20 | 15 | 0.0% |
| Q3 2019 | 55 | $53.7M | 4,889,427 | 5 | 20 | 11 | 0.0% |
| Q2 2019 | 58 | $51.5M | 4,900,716 | 4 | 25 | 11 | 0.0% |
| Q1 2019 | 63 | $49.5M | 4,776,787 | 6 | 14 | 18 | 0.0% |
| Q4 2018 | 64 | $43.4M | 5,121,156 | 0 | 2 | 1 | 0.0% |