Vault-13

NUVEEN REAL ESTATE INCOME FD JRS

COM · Closed-End Fund · CUSIP 67071B108

71 institutional holders +9 vs Q1 2025
6,864,1376.9m shares reported held*
$53.4mreported value*
11 new 24 added 18 reduced 5 sold out net bought ≈ $147.1k (+18.9k shares)

* 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

0255075Q3 22: 62Q4 22: 63Q1 23: 63Q2 23: 60Q3 23: 61Q4 23: 70Q1 24: 63Q2 24: 59Q3 24: 59Q4 24: 61Q1 25: 62Q2 25: 7171Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202262
Q4 202263
Q1 202363
Q2 202360
Q3 202361
Q4 202370
Q1 202463
Q2 202459
Q3 202459
Q4 202461
Q1 202562
Q2 202571

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 24 bought or addedQ3 23: 28 cut or sold outQ4 23: 36 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 28 cut or sold outQ2 24: 27 bought or addedQ2 24: 27 cut or sold outQ2 24Q3 24: 28 bought or addedQ3 24: 28 cut or sold outQ4 24: 32 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 17 cut or sold outQ2 25: 35 bought or addedQ2 25: 23 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232428
Q4 20233626
Q1 20242728
Q2 20242727
Q3 20242828
Q4 20243225
Q1 20253817
Q2 20253523

Biggest buyers

WOLVERINE ASSET MANAGEMENT LLC New +320,990+321.0k
ROYAL BANK OF CANADA Added +147,002+147.0k
Consolidated Portfolio Review Corp New +49,483+49.5k
READYSTATE ASSET MANAGEMENT LP New +49,400+49.4k
UBS Group AG Added +44,804+44.8k
MORGAN STANLEY Added +42,608+42.6k
Shaker Financial Services, LLC Added +33,000+33.0k
Baird Financial Group, Inc. Added +30,790+30.8k
AMERIPRISE FINANCIAL INC Added +24,599+24.6k
Cornerstone Advisors, LLC New +23,730+23.7k

Biggest sellers

Thomas J. Herzfeld Advisors, Inc. Sold out -289,043-289.0k
Pathstone Holdings, LLC Reduced -243,558-243.6k
Advisors Asset Management, Inc. Reduced -107,425-107.4k
AQR Arbitrage LLC Sold out -59,091-59.1k
Marshall & Sterling Wealth Advisors Inc. Reduced -57,769-57.8k
Invesco Ltd. Reduced -52,802-52.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -14,050-14.1k
Cetera Investment Advisers Reduced -9,021-9.0k
Geneos Wealth Management Inc. Reduced -8,254-8.3k
OSAIC HOLDINGS, INC. Reduced -6,108-6.1k

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.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution new · filed 2026-05-12 5.2% new 1.5m≈ $12.6m 2026-05-12

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.

DateInsiderTradeSharesPrice ValueTheir holding
2025-06-03 MOSCHNER ALBIN F Trustee Sold 1,037 $7.86 $8.2k1.0k shares -100%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,650,0061.7m $12.8m $12.8m 0.00% Added +42.6k +42,608
2 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 789,085789.1k $6.1m $6.1m 0.11% Reduced -107.4k -107,425
3 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 533,860533.9k $4.2m $4.2m 0.02% Reduced -243.6k -243,558
4 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 510,390510.4k $4.0m $4.0m 0.01% Added +30.8k +30,790
5 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 398,536398.5k $3.1m $3.1m 0.02% Added +15.8k +15,846
6 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 320,990321.0k $2.5m $2.5m 0.04% New
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 270,960271.0k $2.1m $2.1m 0.00% Added +147.0k +147,002
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 193,560193.6k $1.5m $1.5m 0.00% Reduced -5.8k -5,760
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 191,351191.4k $1.5m $1.5m 0.00% Added +9.2k +9,208
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 128,799128.8k $1.0m $1.0m 0.00% Added +24.6k +24,599
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 127,408127.4k $991.2k $991.2k 0.00% Added +44.8k +44,804
12 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 126,424126.4k $983.6k $983.6k 0.00% Reduced -52.8k -52,802
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 114,114114.1k $887.8k $887.8k 0.00% Reduced -9.0k -9,021
14 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 102,626102.6k $786.1k $786.1k 0.01% Added +13.3k +13,324
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 102,127102.1k $795.0k $795.0k 0.00% Reduced -1.8k -1,797
16 Shaker Financial Services, LLC 0.28% of their portfolio Arlington, VA 98,22898.2k $780.9k $780.9k 0.28% Added +33.0k +33,000
17 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 95,18595.2k $740.5k $740.5k 0.01% Added +154 +154
18 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 91,89691.9k $726.9k $726.9k 0.02% Added +6.2k +6,218
19 Everstar Asset Management, LLC 0.34% of their portfolio MOORESVILLE, NC 72,52572.5k $564.2k $564.2k 0.34% Reduced -5.8k -5,800
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 67,40067.4k $524.4k $524.4k 0.00% Reduced -6.1k -6,108
21 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 56,56256.6k $440.0k $440.0k 0.04% Added +8.6k +8,551
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,00255.0k $427.9k $427.9k 0.00% Reduced -1.9k -1,851
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 52,86352.9k $411.3k $411.3k 0.00% Added +6.0k +5,960
24 NWF Advisory Services Inc. 0.05% of their portfolio Los Angeles, CA 50,30050.3k $391.3k $391.3k 0.05% Unchanged
25 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 49,48349.5k $385.0k $385.0k 0.05% New
26 READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 49,40049.4k $384.3k $384.3k 0.02% New
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,26547.3k $367.7k $367.7k 0.00% Added +1.9k +1,920
28 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 44,55144.6k $346.6k $346.6k 0.00% Reduced -1.5k -1,489
29 Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio Seattle, WA 43,85343.9k $341.2k $341.2k 0.02% First filing
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 40,21140.2k $312.8k $312.8k 0.00% Added +1.3k +1,330
31 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 35,14735.1k $273.4k $273.4k 0.00% Added +375 +375
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,99426.0k $202.0k $202.0k 0.00% Added +251 +251
33 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 24,82024.8k $197.0k $197.0k 0.00% Reduced -2.1k -2,100
34 Cornerstone Advisors, LLC 0.01% of their portfolio ASHEVILLE, NC 23,73023.7k $184.6k $184.6k 0.01% New
35 Strategic Wealth Partners, Ltd. 0.01% of their portfolio INDEPENDENCE, OH 22,57522.6k $175.6k $175.6k 0.01% First filing
36 Fortitude Advisory Group L.L.C. 0.10% of their portfolio GIG HARBOR, WA 22,09122.1k $171.9k $171.9k 0.10% Unchanged
37 Independent Wealth Network Inc. 0.06% of their portfolio URBANDALE, IA 21,60021.6k $168.0k $168.0k 0.06% Added +2.9k +2,947
38 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,67620.7k $160.9k $160.9k 0.00% Unchanged
39 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 20,22920.2k $157.0k $157.0k 0.00% Added +1.4k +1,364
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,79219.8k $154.0k $154.0k 0.00% New
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,65016.6k $129.5k $129.5k 0.00% Reduced -650 -650
42 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 16,31816.3k $127.0k $127.0k 0.00% Reduced -8.3k -8,254
43 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 14,05914.1k $109.4k $109.4k 0.00% Added +68 +68
44 Bay Capital Advisors, LLC 0.07% of their portfolio VIRGINIA BEACH, VA 12,00012.0k $93.4k $93.4k 0.07% Unchanged
45 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,66311.7k $90.7k $90.7k 0.00% New
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11,12811.1k $86.6k $86.6k 0.00% Reduced -816 -816
47 StoneX Group Inc. 0.00% of their portfolio NEW YORK, NY 10,78510.8k $85.7k $85.7k 0.00% Unchanged
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,22510.2k $80.7k $80.7k 0.00% Reduced -6 -6
49 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 9,9089.9k $77.1k $77.1k 0.01% Added +4.4k +4,443
50 Colonial Trust Advisors 0.01% of their portfolio SPARTANBURG, SC 9,8159.8k $76.4k $76.4k 0.01% New
51 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 7,9738.0k $62.0k $62.0k 0.01% Unchanged
52 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,8733.9k $30.1k $30.1k 0.00% New
53 Marshall & Sterling Wealth Advisors Inc. 0.01% of their portfolio POUGHKEEPSIE, NY 2,5322.5k $19.7k $19.7k 0.01% Reduced -57.8k -57,769
54 FNY Investment Advisers, LLC 0.01% of their portfolio NEW YORK, NY 2,4002.4k $18.0k $18.0k 0.01% Unchanged
55 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,2752.3k $17.7k $17.7k 0.00% Unchanged
56 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 2,0002.0k $15.6k $15.6k 0.00% New
57 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,8001.8k $14.0k $14.0k 0.00% Unchanged
58 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,2001.2k $9.3k $9.3k 0.00% Unchanged
59 Kozak & Associates, Inc. 0.00% of their portfolio HIGHLANDS RANCH, CO 1,1571.2k $9.0k $9.0k 0.00% New
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,0411.0k $8.1k $8.1k 0.00% Added +1.0k +1,001
61 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 1,0001.0k $8.0k $8.0k 0.00% Unchanged
62 Financial Management Professionals, Inc. 0.00% of their portfolio AUSTIN, TX 503503 $4.0k $4.0k 0.00% Added +45 +45
63 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 434434 $3.4k $3.4k 0.00% Reduced -1.4k -1,400
64 EASTERN BANK 0.00% of their portfolio BOSTON, MA 400400 $3.1k $3.1k 0.00% Unchanged
65 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 383383 $3.0k $3.0k 0.00% New
66 COMERICA BANK 0.00% of their portfolio DALLAS, TX 276276 $2.1k $2.1k 0.00% Added +165 +165
67 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 273273 $2.1k $2.1k 0.00% First filing
68 PEOPLES FINANCIAL SERVICES CORP. 0.00% of their portfolio MOOSIC, PA 200200 $1.6k $1.6k 0.00% Unchanged
69 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 180180 $1.4k $1.4k 0.00% Unchanged
70 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 7272 $560 $560 0.00% Reduced -33 -33
71 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged