NUVEEN REAL ESTATE INCOME FD JRS
COM · Closed-End Fund · CUSIP 67071B108
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.78.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 63 |
| Q1 2023 | 63 |
| Q2 2023 | 60 |
| Q3 2023 | 61 |
| Q4 2023 | 70 |
| Q1 2024 | 63 |
| Q2 2024 | 59 |
| Q3 2024 | 59 |
| Q4 2024 | 61 |
| Q1 2025 | 62 |
| Q2 2025 | 71 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 24 | 28 |
| Q4 2023 | 36 | 26 |
| Q1 2024 | 27 | 28 |
| Q2 2024 | 27 | 27 |
| Q3 2024 | 28 | 28 |
| Q4 2024 | 32 | 25 |
| Q1 2025 | 38 | 17 |
| Q2 2025 | 35 | 23 |
Biggest buyers
| WOLVERINE ASSET MANAGEMENT LLC | New | +321.0k |
| ROYAL BANK OF CANADA | Added | +147.0k |
| Consolidated Portfolio Review Corp | New | +49.5k |
| READYSTATE ASSET MANAGEMENT LP | New | +49.4k |
| UBS Group AG | Added | +44.8k |
| MORGAN STANLEY | Added | +42.6k |
| Shaker Financial Services, LLC | Added | +33.0k |
| Baird Financial Group, Inc. | Added | +30.8k |
| AMERIPRISE FINANCIAL INC | Added | +24.6k |
| Cornerstone Advisors, LLC | New | +23.7k |
Biggest sellers
| Thomas J. Herzfeld Advisors, Inc. | Sold out | -289.0k |
| Pathstone Holdings, LLC | Reduced | -243.6k |
| Advisors Asset Management, Inc. | Reduced | -107.4k |
| AQR Arbitrage LLC | Sold out | -59.1k |
| Marshall & Sterling Wealth Advisors Inc. | Reduced | -57.8k |
| Invesco Ltd. | Reduced | -52.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -14.1k |
| Cetera Investment Advisers | Reduced | -9.0k |
| Geneos Wealth Management Inc. | Reduced | -8.3k |
| OSAIC HOLDINGS, INC. | Reduced | -6.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution new · filed 2026-05-12 | 5.2% |
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-03 | MOSCHNER ALBIN F Trustee | Sold | $8.2k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $12.8m | Added +42.6k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 789.1k $6.1m | Reduced -107.4k |
| Pathstone Holdings, LLC 0.02% of their portfolio | 533.9k $4.2m | Reduced -243.6k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 510.4k $4.0m | Added +30.8k |
| Private Advisor Group, LLC 0.02% of their portfolio | 398.5k $3.1m | Added +15.8k |
| WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio | 321.0k $2.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 271.0k $2.1m | Added +147.0k |
| LPL Financial LLC 0.00% of their portfolio | 193.6k $1.5m | Reduced -5.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 191.4k $1.5m | Added +9.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 128.8k $1.0m | Added +24.6k |
| UBS Group AG 0.00% of their portfolio | 127.4k $991.2k | Added +44.8k |
| Invesco Ltd. 0.00% of their portfolio | 126.4k $983.6k | Reduced -52.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 114.1k $887.8k | Reduced -9.0k |
| Advisory Services Network, LLC 0.01% of their portfolio | 102.6k $786.1k | Added +13.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 102.1k $795.0k | Reduced -1.8k |
| Shaker Financial Services, LLC 0.28% of their portfolio | 98.2k $780.9k | Added +33.0k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 95.2k $740.5k | Added +154 |
| Mutual Advisors, LLC 0.02% of their portfolio | 91.9k $726.9k | Added +6.2k |
| Everstar Asset Management, LLC 0.34% of their portfolio | 72.5k $564.2k | Reduced -5.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 67.4k $524.4k | Reduced -6.1k |
| LANARK FINANCIAL, INC. 0.04% of their portfolio | 56.6k $440.0k | Added +8.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 55.0k $427.9k | Reduced -1.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.9k $411.3k | Added +6.0k |
| NWF Advisory Services Inc. 0.05% of their portfolio | 50.3k $391.3k | Unchanged |
| Consolidated Portfolio Review Corp 0.05% of their portfolio | 49.5k $385.0k | New |
| READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio | 49.4k $384.3k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 47.3k $367.7k | Added +1.9k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 44.6k $346.6k | Reduced -1.5k |
| Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio | 43.9k $341.2k | First filing |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 40.2k $312.8k | Added +1.3k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 35.1k $273.4k | Added +375 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 26.0k $202.0k | Added +251 |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 24.8k $197.0k | Reduced -2.1k |
| Cornerstone Advisors, LLC 0.01% of their portfolio | 23.7k $184.6k | New |
| Strategic Wealth Partners, Ltd. 0.01% of their portfolio | 22.6k $175.6k | First filing |
| Fortitude Advisory Group L.L.C. 0.10% of their portfolio | 22.1k $171.9k | Unchanged |
| Independent Wealth Network Inc. 0.06% of their portfolio | 21.6k $168.0k | Added +2.9k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 20.7k $160.9k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 20.2k $157.0k | Added +1.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.8k $154.0k | New |
| Mariner, LLC 0.00% of their portfolio | 16.6k $129.5k | Reduced -650 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 16.3k $127.0k | Reduced -8.3k |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 14.1k $109.4k | Added +68 |
| Bay Capital Advisors, LLC 0.07% of their portfolio | 12.0k $93.4k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 11.7k $90.7k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 11.1k $86.6k | Reduced -816 |
| StoneX Group Inc. 0.00% of their portfolio | 10.8k $85.7k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 10.2k $80.7k | Reduced -6 |
| Elequin Capital, LP 0.01% of their portfolio | 9.9k $77.1k | Added +4.4k |
| Colonial Trust Advisors 0.01% of their portfolio | 9.8k $76.4k | New |
| WEBSTER BANK, N. A. 0.01% of their portfolio | 8.0k $62.0k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 3.9k $30.1k | New |
| Marshall & Sterling Wealth Advisors Inc. 0.01% of their portfolio | 2.5k $19.7k | Reduced -57.8k |
| FNY Investment Advisers, LLC 0.01% of their portfolio | 2.4k $18.0k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2.3k $17.7k | Unchanged |
| Blue Trust, Inc. 0.00% of their portfolio | 2.0k $15.6k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.8k $14.0k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 1.2k $9.3k | Unchanged |
| Kozak & Associates, Inc. 0.00% of their portfolio | 1.2k $9.0k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 1.0k $8.1k | Added +1.0k |
| HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio | 1.0k $8.0k | Unchanged |
| Financial Management Professionals, Inc. 0.00% of their portfolio | 503 $4.0k | Added +45 |
| CoreCap Advisors, LLC 0.00% of their portfolio | 434 $3.4k | Reduced -1.4k |
| EASTERN BANK 0.00% of their portfolio | 400 $3.1k | Unchanged |
| Fortitude Family Office, LLC 0.00% of their portfolio | 383 $3.0k | New |
| COMERICA BANK 0.00% of their portfolio | 276 $2.1k | Added +165 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 273 $2.1k | First filing |
| PEOPLES FINANCIAL SERVICES CORP. 0.00% of their portfolio | 200 $1.6k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 180 $1.4k | Unchanged |
| WPG Advisers, LLC 0.00% of their portfolio | 72 $560 | Reduced -33 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |