Nuveen Real Estate IncomeJRS

13F holders, Q4 2024 (December 31)
60holders +2
10new positions
10sold out
1famous investor
$8.63avg. 13F price*

At the end of Q4 2024, 60 institutions reported holding Nuveen Real Estate Income (JRS) in their 13F filings, up 2 from Q3 2024. 10 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($13.8M), Advisors Asset Management, Inc. ($6.1M) and Pathstone Holdings, LLC ($6.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions10$4.0M
Exits10$920K

All 13F filers, Q3 2024 → Q4 2024: 881,988 shares bought and 344,454 shares sold, net +537,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Morgan Stanley 0.00% Add +12.0% 1,599,553 $13.8M
Advisors Asset Management, Inc. 0.11% Add +5.3% 707,476 $6.1M
Pathstone Holdings, LLC 0.03% Add +14.1% 707,281 $6.1M
Baird Financial Group, Inc. 0.01% Add +3.4% 449,385 $3.9M
Private Advisor Group, LLC 0.02% Add +5.1% 380,625 $3.3M
Thomas J. Herzfeld Advisors, Inc. 0.81% New 291,923 $2.5M
LPL Financial LLC 0.00% Reduce -2.2% 179,094 $1.5M
Wells Fargo & Company 0.00% Reduce -4.2% 163,180 $1.4M
Invesco Ltd. 0.00% Add +1.0% 142,367 $1.2M
AQR Arbitrage LLC 0.04% Reduce -37.0% 121,836 $1.1M
UBS Group AG 0.00% Add +54.3% 118,711 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -14.7% 117,764 $1.0M
Royal Bank of Canada 0.00% Add +0.7% 116,577 $1.0M
Cetera Investment Advisers 0.00% Add +4.2% 95,346 $823K
Guggenheim Capital LLC 0.01% Reduce -1.1% 94,406 $815K
Ameriprise Financial Inc. 0.00% Reduce -12.5% 84,434 $729K
Mutual Advisors, LLC 0.02% Add +4.3% 84,713 $725K
Advisory Services Network, LLC 0.01% New 82,204 $709K
Osaic Holdings, Inc. 0.00% Add +10.0% 78,415 $677K
Everstar Asset Management, LLC 0.48% Reduce -17.3% 78,325 $676K
Marshall & Sterling Wealth Advisors Inc. 0.42% — 71,210 $615K
Raymond James Financial Inc. 0.00% — 50,779 $438K
Steward Partners Investment Advisory, LLC 0.00% No change 46,040 $397K
Shaker Financial Services, LLC 0.14% New 42,228 $364K
Envestnet Asset Management Inc. 0.00% Add +15.0% 40,349 $348K
Stifel Financial Corp. 0.00% Add +12.4% 36,266 $313K
Oppenheimer & Co. Inc. 0.00% Reduce -1.4% 33,228 $287K
Bank of America Corp. 0.00% Reduce -76.5% 30,031 $259K
MML Investors Services, LLC 0.00% Add +66.7% 25,000 $216K
Kestra Advisory Services, LLC 0.00% Add +105.0% 24,655 $213K
Strategic Wealth Partners, Ltd. 0.02% Reduce -26.2% 22,575 $195K
Fortitude Advisory Group L.L.C. 0.11% No change 22,091 $191K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 21,329 $184K
Atria Wealth Solutions, Inc. 0.00% Add +2.5% 21,320 $184K
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.1% 20,970 $181K
Truist Financial Corp. 0.00% No change 20,676 $178K
Independent Wealth Network Inc. 0.07% Reduce -0.3% 19,765 $171K
Janney Montgomery Scott LLC 0.00% Reduce -7.5% 19,079 $165K
Mariner, LLC 0.00% New 17,300 $149K
Citadel Advisors 0.00% New 14,793 $128K
Bay Capital Advisors, LLC 0.10% — 13,900 $120K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.5% 11,975 $103K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 10,195 $88K
Webster Bank, N. A. 0.01% No change 7,973 $69K
Geneos Wealth Management Inc. 0.00% New 6,052 $52K
Van Hulzen Asset Management, LLC 0.00% New 5,000 $43K
Harbour Investments, Inc. 0.00% No change 2,275 $20K
EverSource Wealth Advisors, LLC 0.00% No change 1,800 $16K
Larson Financial Group LLC 0.00% New 1,200 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 1,000 $9K
CoreCap Advisors, LLC 0.00% Reduce -89.0% 434 $4K
Financial Management Professionals, Inc. 0.00% Add +15.0% 422 $4K
Global Retirement Partners, LLC 0.00% Add +3.9% 267 $2K
ORG Partners LLC 0.00% New 262 $2K
Peoples Financial Services Corp. 0.00% No change 200 $2K
Plante Moran Financial Advisors, LLC 0.00% New 134 $1K
WPG Advisers, LLC 0.00% — 107 $923
Comerica Bank 0.00% Add +109.3% 90 $771
NewEdge Advisors, LLC 0.00% Add +5.3% 40 $344
Lanark Financial, Inc. 0.00% — 5 $45

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