Nuveen Real Estate IncomeJRS

13F holders, Q3 2024 (September 30)
58holders
9new positions
10sold out
$9.30avg. 13F price*

At the end of Q3 2024, 58 institutions reported holding Nuveen Real Estate Income (JRS) in their 13F filings, unchanged from Q2 2024. 9 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($13.3M), Advisors Asset Management, Inc. ($6.3M) and Pathstone Holdings, LLC ($5.8M).

Company
Nuveen Real Estate Income
CUSIP
67071B108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 61Q1 2024Q2 2024: 58Q2 2024Q3 2024: 58Q3 2024Q4 2024: 60Q4 2024Q1 2025: 61Q1 2025Q2 2025: 70Q2 2025Q3 2025: 67Q3 2025Q4 2025: 68Q4 2025Q1 2026: 76Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$777K
Exits10$2.0M

All 13F filers, Q2 2024 → Q3 2024: 528,058 shares bought and 714,303 shares sold, net −186,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Morgan Stanley 0.00% Add +12.0% 1,428,111 $13.3M
Advisors Asset Management, Inc. 0.11% Reduce -13.7% 672,153 $6.3M
Pathstone Holdings, LLC 0.03% Add +40.9% 619,779 $5.8M
Baird Financial Group, Inc. 0.01% Reduce -3.8% 434,500 $4.0M
Private Advisor Group, LLC 0.02% Reduce -1.7% 362,146 $3.4M
AQR Arbitrage LLC 0.07% Reduce -31.0% 193,493 $1.8M
LPL Financial LLC 0.00% Add +4.0% 183,121 $1.7M
Wells Fargo & Company 0.00% Add +5.4% 170,325 $1.6M
Invesco Ltd. 0.00% Add +45.8% 140,995 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -36.4% 138,031 $1.3M
Bank of America Corp. 0.00% Reduce -50.0% 127,972 $1.2M
Royal Bank of Canada 0.00% Reduce -0.3% 115,825 $1.1M
Ameriprise Financial Inc. 0.00% Reduce -2.2% 96,473 $898K
Guggenheim Capital LLC 0.01% Add +31.5% 95,504 $888K
Everstar Asset Management, LLC 0.60% — 94,725 $881K
Cetera Investment Advisers 0.00% Reduce -1.1% 91,521 $851K
Mutual Advisors, LLC 0.02% Add +1.0% 81,195 $731K
UBS Group AG 0.00% Add +17.4% 76,935 $715K
Osaic Holdings, Inc. 0.00% Reduce -4.2% 71,284 $663K
NWF Advisory Services Inc. 0.07% Reduce -3.4% 51,800 $482K
Steward Partners Investment Advisory, LLC 0.00% No change 46,040 $428K
Envestnet Asset Management Inc. 0.00% Add +16.3% 35,098 $326K
Oppenheimer & Co. Inc. 0.00% Reduce -6.5% 33,709 $313K
Stifel Financial Corp. 0.00% Add +19.8% 32,266 $300K
Strategic Wealth Partners, Ltd. 0.03% Reduce -25.6% 30,575 $284K
Fortitude Advisory Group L.L.C. 0.13% Reduce -3.0% 22,091 $205K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 21,329 $198K
Atria Wealth Solutions, Inc. 0.00% No change 20,793 $196K
Truist Financial Corp. 0.00% New 20,676 $192K
Janney Montgomery Scott LLC 0.00% New 20,628 $192K
Independent Wealth Network Inc. 0.08% Reduce -2.2% 19,820 $184K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.7% 18,700 $174K
MML Investors Services, LLC 0.00% New 15,000 $140K
Susquehanna International Group, LLP 0.00% New 14,528 $135K
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.0% 14,463 $135K
Raymond James & Associates 0.00% Reduce -0.6% 14,108 $131K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.4% 13,229 $123K
Kestra Advisory Services, LLC 0.00% Reduce -39.8% 12,030 $112K
Axxcess Wealth Management, LLC 0.00% Reduce -1.5% 12,016 $112K
Mercer Global Advisors Inc. 0.00% New 10,152 $94K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.9% 10,095 $94K
Webster Bank, N. A. 0.01% No change 7,973 $74K
Lanark Financial, Inc. 0.00% No change 5,317 $49K
International Assets Investment Management, LLC 0.00% Add +0.8% 4,027 $37K
CIBC Private Wealth Group LLC 0.00% Add +114.1% 3,961 $37K
CoreCap Advisors, LLC 0.00% Add +806.5% 3,934 $37K
FNY Investment Advisers, LLC 0.01% New 2,400 $22K
Harbour Investments, Inc. 0.00% No change 2,275 $21K
EverSource Wealth Advisors, LLC 0.00% No change 1,800 $17K
Hazlett, Burt & Watson, Inc. 0.00% No change 1,000 $9K
Financial Management Professionals, Inc. 0.00% Add +4.9% 367 $3K
Global Retirement Partners, LLC 0.00% Add +2.0% 257 $2K
Peoples Financial Services Corp. 0.00% No change 200 $2K
JNBA Financial Advisors 0.00% New 132 $1K
Comerica Bank 0.00% New 43 $401
NewEdge Advisors, LLC 0.00% No change 38 $357
JPMorgan Chase & Co. 0.00% New 24 $223
Clear Point Advisors Inc. 0.00% No change 1 $11

"% of holder's portfolio" is JRS's weight in each manager's 13F, not the share of Nuveen Real Estate Income the manager owns.