DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN REAL ESTATE INCOME FD (JRS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
77
Reporting holders
$62.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $15.2M | 1,798,668 | 0.00% | 35q | +7.3%+$1.0M |
| Kanen Wealth Management LLC | $6.3M | 736,168 | 1.52% | 4q | +39.4%+$1.8M |
| Baird Financial Group, Inc. | $5.7M | 681,021 | 0.01% | 31q | +8.9%+$469.1K |
| Advisors Asset Management, Inc. | $5.4M | 638,694 | 0.08% | 17q | -3.0%-$165.5K |
| Pathstone Holdings, LLC | $4.1M | 483,433 | 0.01% | 11q | +15.6%+$550.6K |
| Private Advisor Group, LLC | $3.4M | 409,044 | 0.02% | 31q | +2.6%+$87.2K |
| WELLS FARGO & COMPANY/MN | $2.9M | 340,483 | 0.00% | 31q | +63.4%+$1.1M |
| LPL Financial LLC | $1.9M | 227,928 | 0.00% | 29q | +4.9%+$89.3K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.5M | 175,478 | 0.01% | 5q | +10.9%+$145.4K |
| ROYAL BANK OF CANADA | $1.2M | 141,805 | 0.00% | 31q | -7.2%-$92.3K |
| Cetera Investment Advisers | $1.1M | 132,163 | 0.00% | 15q | -26.6%-$404.3K |
| UBS Group AG | $987.4K | 117,124 | 0.00% | 31q | -3.1%-$31.9K |
| Closed-End Fund Advisors, Inc. | $982.8K | 116,580 | 0.96% | 3q | +6.8%+$63.0K |
| OSAIC HOLDINGS, INC. | $890.6K | 105,645 | 0.00% | 26q | +11.3%+$90.4K |
| Advisory Services Network, LLC | $830.0K | 98,463 | 0.01% | 7q | HELD |
| Mutual Advisors, LLC | $762.9K | 90,502 | 0.01% | 28q | HELD |
| AMERIPRISE FINANCIAL INC | $627.8K | 73,955 | 0.00% | 31q | -31.3%-$285.7K |
| Everstar Asset Management, LLC | $567.0K | 67,254 | 0.27% | 8q | HELD |
| NWF Advisory Services Inc. | $503.3K | 59,700 | 0.05% | 6q | +3.8%+$18.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $481.7K | 57,144 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $457.5K | 54,265 | 0.00% | 7q | -4.1%-$19.5K |
| BANK OF AMERICA CORP /DE/ | $395.2K | 46,880 | 0.00% | 31q | +6.1%+$22.8K |
| Steward Partners Investment Advisory, LLC | $375.7K | 44,563 | 0.00% | 11q | HELD |
| STIFEL FINANCIAL CORP | $373.9K | 44,357 | 0.00% | 16q | -2.8%-$10.7K |
| Advisory Advocates, LLC | $327.5K | 38,850 | 0.28% | 3q | -1.3%-$4.2K |
| Cambridge Investment Research Advisors, Inc. | $312.0K | 37,034 | 0.00% | 31q | +90.6%+$148.3K |
| CITADEL ADVISORS LLC | $302.2K | 35,847 | 0.00% | 5q | +79.3%+$133.6K |
| OPPENHEIMER & CO INC | $296.1K | 35,123 | 0.00% | 19q | +1.5%+$4.3K |
| Stratos Wealth Partners, LTD. | $280.4K | 33,262 | 0.00% | 2q | -18.7%-$64.4K |
| Kestra Advisory Services, LLC | $250.9K | 29,766 | 0.00% | 5q | -11.9%-$33.9K |
| TRUIST FINANCIAL CORP | $242.9K | 28,815 | 0.00% | 8q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $230.9K | 27,393 | 0.01% | 2q | +160.2%+$142.2K |
| Merit Financial Group, LLC | $218.6K | 25,931 | 0.00% | 3q | -41.3%-$153.9K |
| Janney Montgomery Scott LLC | $212.0K | 25,161 | 0.00% | 8q | +10.5%+$20.1K |
| Shaker Financial Services, LLC | $192.8K | 22,364 | 0.06% | 2q | -30.9%-$86.2K |
| StoneX Group Inc. | $191.6K | 22,314 | 0.01% | 6q | +29.1%+$43.2K |
| Samara Investment Management, LLC | $190.3K | 22,575 | 0.18% | 2q | HELD |
| Independent Wealth Network Inc. | $189.2K | 22,442 | 0.05% | 16q | +0.5%+$1.0K |
| Fortitude Advisory Group L.L.C. | $186.2K | 22,091 | 0.07% | 19q | HELD |
| Virtu Financial LLC | $151.0K | 17,872 | 0.00% | new | NEW |
| DECISION INVESTMENTS, INC | $145.3K | 17,240 | 0.13% | 3q | HELD |
| XTX Topco Ltd | $143.8K | 17,056 | 0.00% | 2q | +8.6%+$11.4K |
| Geneos Wealth Management Inc. | $135.0K | 16,020 | 0.00% | 7q | HELD |
| TrueMark Investments, LLC | $123.2K | 14,620 | 0.02% | 4q | -1.9%-$2.4K |
| Founders Financial Alliance, LLC | $98.3K | 11,657 | 0.01% | 4q | HELD |
| SIGNATUREFD, LLC | $89.4K | 10,600 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $88.6K | 10,504 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $86.8K | 10,166 | 0.00% | 12q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $85.7K | 10,171 | 0.00% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $84.4K | 10,016 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $84.4K | 10,011 | 0.00% | new | NEW |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $84.3K | 10,000 | 0.00% | 4q | -32.9%-$41.4K |
| HARBOUR INVESTMENTS, INC. | $73.4K | 8,710 | 0.00% | 21q | HELD |
| WEBSTER BANK, N. A. | $67.2K | 7,973 | 0.01% | 21q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.9K | 6,036 | 0.00% | 21q | -1.2% |
| LANARK FINANCIAL, INC. | $41.8K | 4,953 | 0.00% | 12q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $40.2K | 4,703 | 0.00% | 3q | HELD |
| ALBION FINANCIAL GROUP /UT | $27.0K | 3,208 | 0.00% | new | NEW |
| BFC Planning, Inc. | $20.8K | 2,468 | 0.00% | 7q | +102.6%+$10.5K |
| FNY Investment Advisers, LLC | $20.0K | 2,400 | 0.01% | 2q | HELD |
| Larson Financial Group LLC | $16.0K | 1,900 | 0.00% | 7q | HELD |
| EverSource Wealth Advisors, LLC | $15.2K | 1,800 | 0.00% | 15q | HELD |
| Rockefeller Capital Management L.P. | $14.8K | 1,751 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $10.9K | 1,289 | 0.00% | 3q | HELD |
| Marshall & Sterling Wealth Advisors Inc. | $9.6K | 1,141 | 0.01% | 7q | HELD |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $9.2K | 1,090 | 0.00% | 2q | +2.3% |
| West Branch Capital LLC | $8.8K | 1,046 | 0.00% | 3q | +2.3% |
| HAZLETT, BURT & WATSON, INC. | $8.0K | 1,000 | 0.00% | 18q | HELD |
| Farther Finance Advisors, LLC | $5.7K | 682 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $3.7K | 434 | 0.00% | 10q | HELD |
| EASTERN BANK | $3.4K | 400 | 0.00% | 6q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 330 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $2.5K | 298 | 0.00% | 13q | +2.4% |
| PEOPLES FINANCIAL SERVICES CORP. | $1.7K | 200 | 0.00% | 31q | HELD |
| FIFTH THIRD BANCORP | $1.2K | 144 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $1.1K | 131 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $374 | 44 | 0.00% | 11q | +2.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $1.4M | 195,111 | 0 | 4 | 1 | 0.0% |
| Q2 2026 | 77 | $62.4M | 7,390,349 | 7 | 25 | 15 | 0.0% |
| Q1 2026 | 77 | $52.0M | 6,966,565 | 10 | 22 | 24 | 0.0% |
| Q4 2025 | 69 | $50.4M | 6,587,331 | 6 | 21 | 20 | 0.0% |
| Q3 2025 | 69 | $53.9M | 6,594,085 | 6 | 22 | 23 | 0.0% |
| Q2 2025 | 71 | $53.4M | 6,865,355 | 11 | 24 | 18 | 0.0% |
| Q1 2025 | 62 | $55.8M | 6,780,559 | 10 | 27 | 10 | 0.0% |
| Q4 2024 | 61 | $54.9M | 6,358,303 | 10 | 22 | 14 | 0.0% |
| Q3 2024 | 57 | $53.1M | 5,712,980 | 9 | 18 | 17 | 0.0% |
| Q2 2024 | 58 | $44.5M | 5,808,503 | 7 | 19 | 16 | 0.0% |
| Q1 2024 | 62 | $64.7M | 8,191,768 | 9 | 17 | 11 | 0.0% |
| Q4 2023 | 69 | $52.6M | 6,721,622 | 14 | 20 | 18 | 0.0% |
| Q3 2023 | 60 | $36.2M | 5,397,563 | 7 | 15 | 20 | 0.0% |
| Q2 2023 | 59 | $36.8M | 4,984,280 | 7 | 17 | 18 | 0.0% |
| Q1 2023 | 63 | $36.4M | 4,879,945 | 8 | 19 | 21 | 0.0% |
| Q4 2022 | 62 | $34.9M | 4,620,732 | 13 | 18 | 16 | 0.0% |
| Q3 2022 | 60 | $51.1M | 5,357,086 | 9 | 20 | 12 | 0.0% |
| Q2 2022 | 63 | $59.7M | 5,345,378 | 9 | 20 | 14 | 0.0% |
| Q1 2022 | 58 | $53.7M | 4,543,578 | 9 | 17 | 15 | 0.0% |
| Q4 2021 | 59 | $100.9M | 7,874,933 | 9 | 21 | 10 | 0.0% |
| Q3 2021 | 56 | $49.0M | 4,606,523 | 8 | 23 | 10 | 0.0% |
| Q2 2021 | 57 | $47.5M | 4,279,015 | 5 | 20 | 16 | 0.0% |
| Q1 2021 | 59 | $41.2M | 4,293,151 | 6 | 15 | 17 | 0.0% |
| Q4 2020 | 60 | $37.2M | 4,404,795 | 6 | 18 | 16 | 0.0% |
| Q3 2020 | 56 | $30.5M | 4,030,540 | 7 | 16 | 19 | 0.0% |
| Q2 2020 | 63 | $39.6M | 5,299,184 | 5 | 22 | 21 | 0.0% |
| Q1 2020 | 65 | $34.5M | 5,084,797 | 15 | 23 | 11 | 0.0% |
| Q4 2019 | 60 | $46.0M | 4,327,215 | 9 | 20 | 15 | 0.0% |
| Q3 2019 | 55 | $48.1M | 4,380,967 | 5 | 20 | 11 | 0.0% |
| Q2 2019 | 58 | $46.5M | 4,428,089 | 4 | 25 | 11 | 0.0% |
| Q1 2019 | 63 | $44.8M | 4,323,053 | 6 | 14 | 18 | 0.0% |
| Q4 2018 | 64 | $39.9M | 4,708,463 | 0 | 2 | 1 | 0.0% |