Nuveen Real Estate IncomeJRS

13F holders, Q1 2025 (March 31)
61holders +1
10new positions
6sold out
$8.23avg. 13F price*

At the end of Q1 2025, 61 institutions reported holding Nuveen Real Estate Income (JRS) in their 13F filings, up 1 from Q4 2024. 10 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($13.2M), Advisors Asset Management, Inc. ($7.4M) and Pathstone Holdings, LLC ($6.4M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$809K
Exits6$603K

All 13F filers, Q4 2024 → Q1 2025: 606,532 shares bought and 204,491 shares sold, net +402,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Morgan Stanley 0.00% Add +0.5% 1,607,398 $13.2M
Advisors Asset Management, Inc. 0.14% Add +26.7% 896,510 $7.4M
Pathstone Holdings, LLC 0.03% Add +9.9% 777,418 $6.4M
Baird Financial Group, Inc. 0.01% Add +6.7% 479,600 $4.0M
Private Advisor Group, LLC 0.02% Add +0.5% 382,690 $3.2M
Thomas J. Herzfeld Advisors, Inc. 0.81% Reduce -1.0% 289,043 $2.4M
LPL Financial LLC 0.00% Add +11.3% 199,320 $1.6M
Wells Fargo & Company 0.00% Add +11.6% 182,143 $1.5M
Invesco Ltd. 0.00% Add +25.9% 179,226 $1.5M
Royal Bank of Canada 0.00% Add +6.3% 123,958 $1.0M
Cetera Investment Advisers 0.00% Add +29.1% 123,135 $1.0M
Ameriprise Financial Inc. 0.00% Add +23.4% 104,200 $859K
Commonwealth Equity Services, LLC 0.00% Reduce -11.8% 103,924 $856K
Guggenheim Capital LLC 0.01% Add +0.7% 95,031 $783K
Advisory Services Network, LLC 0.01% Add +8.6% 89,302 $736K
UBS Group AG 0.00% Reduce -30.4% 82,604 $681K
Mutual Advisors, LLC 0.02% Add +1.1% 85,678 $664K
Everstar Asset Management, LLC 0.43% No change 78,325 $645K
Osaic Holdings, Inc. 0.00% Reduce -6.3% 73,508 $606K
Shaker Financial Services, LLC 0.21% Add +54.5% 65,228 $544K
Marshall & Sterling Wealth Advisors Inc. 0.34% Reduce -15.3% 60,301 $497K
AQR Arbitrage LLC 0.02% Reduce -51.5% 59,091 $487K
Raymond James Financial Inc. 0.00% Add +12.0% 56,853 $468K
NWF Advisory Services Inc. 0.06% New 50,300 $414K
Lanark Financial, Inc. 0.03% — 48,011 $395K
Bank of America Corp. 0.00% Add +56.2% 46,903 $386K
Steward Partners Investment Advisory, LLC 0.00% No change 46,040 $379K
Envestnet Asset Management Inc. 0.00% Add +12.4% 45,345 $374K
Stifel Financial Corp. 0.00% Add +7.2% 38,881 $320K
Oppenheimer & Co. Inc. 0.00% Add +4.7% 34,772 $287K
Atria Wealth Solutions, Inc. 0.00% Add +26.3% 26,920 $226K
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.8% 25,743 $212K
Truist Financial Corp. 0.00% No change 20,676 $170K
Fortitude Advisory Group L.L.C. 0.12% No change 22,091 $166K
Janney Montgomery Scott LLC 0.00% Reduce -1.1% 18,865 $155K
Independent Wealth Network Inc. 0.06% Reduce -5.6% 18,653 $154K
Mariner, LLC 0.00% No change 17,300 $143K
Susquehanna International Group, LLP 0.00% New 14,050 $116K
J.W. Cole Advisors, Inc. 0.00% New 13,991 $115K
Bay Capital Advisors, LLC 0.08% Reduce -13.7% 12,000 $99K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.3% 11,944 $98K
StoneX Group Inc. 0.01% New 10,785 $91K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.3% 10,231 $84K
Geneos Wealth Management Inc. 0.00% Add +41.3% 8,552 $70K
Webster Bank, N. A. 0.01% No change 7,973 $66K
Elequin Capital, LP 0.01% New 5,465 $45K
FNY Investment Advisers, LLC 0.01% New 2,400 $19K
Harbour Investments, Inc. 0.00% No change 2,275 $19K
CoreCap Advisors, LLC 0.00% Add +322.6% 1,834 $15K
EverSource Wealth Advisors, LLC 0.00% No change 1,800 $15K
Larson Financial Group LLC 0.00% No change 1,200 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 1,000 $8K
Cwm, LLC 0.00% New 500 $4K
Financial Management Professionals, Inc. 0.00% Add +8.5% 458 $4K
Eastern Bank 0.00% New 400 $3K
Peoples Financial Services Corp. 0.00% No change 200 $2K
Concord Wealth Partners 0.00% New 180 $1K
Comerica Bank 0.00% Add +23.3% 111 $912
WPG Advisers, LLC 0.00% Reduce -1.9% 105 $865
NewEdge Advisors, LLC 0.00% No change 40 $328
Coldstream Capital Management Inc. 0.00% New 26 $215

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