Vault-13

NUVEEN REAL ESTATE INCOME FD JRS

COM · Closed-End Fund · CUSIP 67071B108

76 institutional holders +0 vs Q1 2026
7,387,8817.4m shares reported held*
$62.4mreported value*
7 new 28 added 17 reduced 8 sold out net bought ≈ $3.6m (+422.2k 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 ≈ $8.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 62Q4 22: 63Q1 23: 63Q2 23: 60Q3 23: 61Q4 23: 70Q1 24: 63Q2 24: 59Q3 24: 59Q4 24: 61Q1 25: 62Q2 25: 71Q3 25: 68Q4 25: 68Q1 26: 76Q2 26: 7676Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202568
Q4 202568
Q1 202676
Q2 202676

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q3 25: 29 bought or addedQ3 25: 35 cut or sold outQ4 25: 29 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 26 cut or sold outQ2 26: 35 bought or addedQ2 26: 25 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242828
Q4 20243225
Q1 20253817
Q2 20253523
Q3 20252935
Q4 20252928
Q1 20263326
Q2 20263525

Biggest buyers

Kanen Wealth Management LLC Added +208,121+208.1k
WELLS FARGO & COMPANY/MN Added +132,071+132.1k
MORGAN STANLEY Added +122,514+122.5k
Pathstone Holdings, LLC Added +65,313+65.3k
Baird Financial Group, Inc. Added +55,642+55.6k
Virtu Financial LLC New +17,872+17.9k
Cambridge Investment Research Advisors, Inc. Added +17,607+17.6k
WOLVERINE ASSET MANAGEMENT LLC Added +17,245+17.2k
READYSTATE ASSET MANAGEMENT LP Added +16,866+16.9k
CITADEL ADVISORS LLC Added +15,851+15.9k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Sold out -67,320-67.3k
Cetera Investment Advisers Reduced -47,963-48.0k
World Investment Advisors Sold out -43,410-43.4k
Invesco Ltd. Sold out -40,952-41.0k
AMERIPRISE FINANCIAL INC Reduced -33,649-33.6k
Advisors Asset Management, Inc. Reduced -19,628-19.6k
Merit Financial Group, LLC Reduced -18,252-18.3k
Mariner, LLC Sold out -13,050-13.1k
JANE STREET GROUP, LLC Sold out -12,357-12.4k
GUGGENHEIM CAPITAL LLC Sold out -10,999-11.0k

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 since 1 Apr 2026

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$8110——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,798,6681.8m $15.2m $15.2m 0.00% Added +122.5k +122,514
2 Kanen Wealth Management LLC 1.53% of their portfolio COCONUT CREEK, FL 736,168736.2k $6.3m $6.3m 1.53% Added +208.1k +208,121
3 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 681,021681.0k $5.7m $5.7m 0.01% Added +55.6k +55,642
4 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 638,694638.7k $5.4m $5.4m 0.08% Reduced -19.6k -19,628
5 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 483,433483.4k $4.1m $4.1m 0.01% Added +65.3k +65,313
6 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 409,044409.0k $3.4m $3.4m 0.02% Added +10.3k +10,342
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 340,483340.5k $2.9m $2.9m 0.00% Added +132.1k +132,071
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 227,928227.9k $1.9m $1.9m 0.00% Added +10.6k +10,590
9 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 175,478175.5k $1.5m $1.5m 0.02% Added +17.2k +17,245
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 141,805141.8k $1.2m $1.2m 0.00% Reduced -11.0k -10,952
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 132,163132.2k $1.1m $1.1m 0.00% Reduced -48.0k -47,963
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 117,124117.1k $987.4k $987.4k 0.00% Reduced -3.8k -3,779
13 Closed-End Fund Advisors, Inc. 0.96% of their portfolio RICHMOND, VA 116,580116.6k $982.8k $982.8k 0.96% Added +7.5k +7,470
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 105,645105.6k $890.6k $890.6k 0.00% Added +10.7k +10,723
15 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 98,46398.5k $830.0k $830.0k 0.01% Added +4 +4
16 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 90,50290.5k $762.9k $762.9k 0.01% Added +359 +359
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 73,95574.0k $627.8k $627.8k 0.00% Reduced -33.6k -33,649
18 Everstar Asset Management, LLC 0.27% of their portfolio MOORESVILLE, NC 67,25467.3k $567.0k $567.0k 0.27% Unchanged
19 NWF Advisory Services Inc. 0.05% of their portfolio Los Angeles, CA 59,70059.7k $503.3k $503.3k 0.05% Added +2.2k +2,200
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 57,14457.1k $481.7k $481.7k 0.00% Added +134 +134
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 54,26554.3k $457.5k $457.5k 0.00% Reduced -2.3k -2,316
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 46,88046.9k $395.2k $395.2k 0.00% Added +2.7k +2,700
23 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 44,56344.6k $375.7k $375.7k 0.00% Added +12 +12
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 44,35744.4k $373.9k $373.9k 0.00% Reduced -1.3k -1,266
25 Advisory Advocates, LLC 0.28% of their portfolio GRAND RAPIDS, MI 38,85038.9k $327.5k $327.5k 0.28% Reduced -500 -500
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 37,03437.0k $312.0k $312.0k 0.00% Added +17.6k +17,607
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,84735.8k $302.2k $302.2k 0.00% Added +15.9k +15,851
28 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 35,12335.1k $296.1k $296.1k 0.00% Added +509 +509
29 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 33,26233.3k $280.4k $280.4k 0.00% Reduced -7.6k -7,640
30 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 29,76629.8k $250.9k $250.9k 0.00% Reduced -4.0k -4,025
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 28,81528.8k $242.9k $242.9k 0.00% Unchanged
32 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 27,39327.4k $230.9k $230.9k 0.01% Added +16.9k +16,866
33 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 25,93125.9k $218.6k $218.6k 0.00% Reduced -18.3k -18,252
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 25,16125.2k $212.0k $212.0k 0.00% Added +2.4k +2,390
35 Samara Investment Management, LLC 0.18% of their portfolio BEAVERTON, OR 22,57522.6k $190.3k $190.3k 0.18% Unchanged
36 Independent Wealth Network Inc. 0.05% of their portfolio URBANDALE, IA 22,44222.4k $189.2k $189.2k 0.05% Added +120 +120
37 Shaker Financial Services, LLC 0.06% of their portfolio Arlington, VA 22,36422.4k $192.8k $192.8k 0.06% Reduced -10.0k -10,000
38 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 22,31422.3k $191.6k $191.6k 0.01% Added +5.0k +5,034
39 Fortitude Advisory Group L.L.C. 0.07% of their portfolio GIG HARBOR, WA 22,09122.1k $186.2k $186.2k 0.07% Unchanged
40 Virtu Financial LLC 0.00% of their portfolio New York, NY 17,87217.9k $151.0k $151.0k 0.00% New
41 DECISION INVESTMENTS, INC 0.13% of their portfolio SAN DIEGO, CA 17,24017.2k $145.3k $145.3k 0.13% Reduced -50 -50
42 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 17,05617.1k $143.8k $143.8k 0.00% Added +1.3k +1,347
43 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 16,02016.0k $135.0k $135.0k 0.00% Unchanged
44 TrueMark Investments, LLC 0.02% of their portfolio CHICAGO, IL 14,62014.6k $123.2k $123.2k 0.02% Reduced -286 -286
45 Founders Financial Alliance, LLC 0.01% of their portfolio RALEIGH, NC 11,65711.7k $98.3k $98.3k 0.01% Added +30 +30
46 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 10,60010.6k $89.4k $89.4k 0.00% New
47 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,50410.5k $88.6k $88.6k 0.00% New
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,17110.2k $85.7k $85.7k 0.00% New
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,16610.2k $86.8k $86.8k 0.00% Reduced -4 -4
50 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 10,01610.0k $84.4k $84.4k 0.00% New
51 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 10,01110.0k $84.4k $84.4k 0.00% New
52 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.00% of their portfolio WEST PALM BEACH, FL 10,00010.0k $84.3k $84.3k 0.00% Reduced -4.9k -4,906
53 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8,7108.7k $73.4k $73.4k 0.00% Unchanged
54 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 7,9738.0k $67.2k $67.2k 0.01% Unchanged
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 6,0366.0k $50.9k $50.9k 0.00% Reduced -74 -74
56 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 4,9535.0k $41.8k $41.8k 0.00% Unchanged
57 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 4,7034.7k $40.2k $40.2k 0.00% Unchanged
58 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 3,2083.2k $27.0k $27.0k 0.00% New
59 FNY Investment Advisers, LLC 0.01% of their portfolio NEW YORK, NY 2,4002.4k $20.0k $20.0k 0.01% Unchanged
60 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,9001.9k $16.0k $16.0k 0.00% Unchanged
61 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,8001.8k $15.2k $15.2k 0.00% Unchanged
62 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,7511.8k $14.8k $14.8k 0.00% Unchanged
63 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,2891.3k $10.9k $10.9k 0.00% Unchanged
64 Marshall & Sterling Wealth Advisors Inc. 0.01% of their portfolio POUGHKEEPSIE, NY 1,1411.1k $9.6k $9.6k 0.01% Unchanged
65 MARSHALL INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio LITTLETON, CO 1,0901.1k $9.2k $9.2k 0.00% Added +24 +24
66 West Branch Capital LLC 0.00% of their portfolio AMHERST, MA 1,0461.0k $8.8k $8.8k 0.00% Added +24 +24
67 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 1,0001.0k $8.0k $8.0k 0.00% Unchanged
68 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 682682 $5.7k $5.7k 0.00% Unchanged
69 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 434434 $3.7k $3.7k 0.00% Unchanged
70 EASTERN BANK 0.00% of their portfolio BOSTON, MA 400400 $3.4k $3.4k 0.00% Unchanged
71 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 330330 $2.8k $2.8k 0.00% Unchanged
72 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 298298 $2.5k $2.5k 0.00% First filing
73 PEOPLES FINANCIAL SERVICES CORP. 0.00% of their portfolio MOOSIC, PA 200200 $1.7k $1.7k 0.00% Unchanged
74 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 144144 $1.2k $1.2k 0.00% Unchanged
75 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 131131 $1.1k $1.1k 0.00% Unchanged
76 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4444 $374 $374 0.00% Added +1 +1