NUVEEN REAL ESTATE INCOME (JRS) Institutional Shareholders
NUVEEN REAL ESTATE INCOME (JRS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $61.83M in JRS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of JRS tracked by InsiderSet, reporting ownership valued at approximately $15.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.81M, representing an estimated loss of -8.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed JRS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Kanen Wealth Management Llc, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in NUVEEN REAL ESTATE INCOME (JRS).
This page ranks the largest institutional JRS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
73
Total Reported Value
$61.83M
Largest Holder
Morgan Stanley
Largest Position
$15.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,798,668 | $15,162,776 | $13,813,770 | -$1,349,006 | -8.90% | |
| Kanen Wealth Management Llc | 1.53% | 736,168 | $6,265,866 | $5,653,770 | -$612,096 | -9.77% | |
| Advisors Asset Management, Inc. | 0.09% | 483,753 | $6,201,713 | $3,715,223 | -$2,486,490 | -40.09% | |
| Baird Financial Group, Inc. | 0.01% | 681,021 | $5,741,007 | $5,230,241 | -$510,766 | -8.90% | |
| Private Advisor Group, Llc | 0.02% | 409,044 | $3,448,247 | $3,141,458 | -$306,789 | -8.90% | |
| Pathstone Holdings, Llc | 0.01% | 418,120 | $3,119,175 | $3,211,162 | +$91,987 | +2.95% | |
| Wells Fargo & Company/Mn | 0.00% | 340,483 | $2,870,270 | $2,614,909 | -$255,361 | -8.90% | |
| Lpl Financial Llc | 0.00% | 227,928 | $1,921,437 | $1,750,487 | -$170,950 | -8.90% | |
| Wolverine Asset Management Llc | 0.02% | 175,478 | $1,479,280 | $1,347,671 | -$131,609 | -8.90% | |
| Royal Bank Of Canada | 0.00% | 141,805 | $1,195,000 | $1,089,062 | -$105,938 | -8.87% | |
| Cetera Investment Advisers | 0.00% | 132,163 | $1,114,137 | $1,015,012 | -$99,125 | -8.90% | |
| Ubs Group Ag | 0.00% | 117,124 | $987,355 | $899,512 | -$87,843 | -8.90% | |
| Closed-End Fund Advisors, Inc. | 0.96% | 116,580 | $982,769 | $895,334 | -$87,435 | -8.90% | |
| Osaic Holdings, Inc. | 0.00% | 105,645 | $890,615 | $811,354 | -$79,261 | -8.90% | |
| Advisory Services Network, Llc | 0.01% | 98,463 | $830,046 | $756,196 | -$73,850 | -8.90% | |
| Mutual Advisors, Llc | 0.01% | 90,502 | $762,933 | $695,055 | -$67,878 | -8.90% | |
| Ameriprise Financial Inc | 0.00% | 73,955 | $627,812 | $567,974 | -$59,838 | -9.53% | |
| Everstar Asset Management, Llc | 0.27% | 67,254 | $566,951 | $516,511 | -$50,440 | -8.90% | |
| Nwf Advisory Services Inc. | 0.05% | 59,700 | $503,271 | $458,496 | -$44,775 | -8.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,144 | $481,730 | $438,866 | -$42,864 | -8.90% | |
| Raymond James Financial Inc | 0.00% | 54,265 | $457,453 | $416,755 | -$40,698 | -8.90% | |
| Bank Of America Corp | 0.00% | 46,880 | $395,198 | $360,038 | -$35,160 | -8.90% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 44,563 | $375,666 | $342,244 | -$33,422 | -8.90% | |
| Stifel Financial Corp | 0.00% | 44,357 | $373,932 | $340,662 | -$33,270 | -8.90% | |
| Advisory Advocates, Llc | 0.28% | 38,850 | $327,506 | $298,368 | -$29,138 | -8.90% | |
| Citadel Advisors Llc | 0.00% | 35,847 | $302,190 | $275,305 | -$26,885 | -8.90% | |
| Oppenheimer & Co Inc | 0.00% | 35,123 | $296,087 | $269,745 | -$26,342 | -8.90% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 33,262 | $280,399 | $255,452 | -$24,947 | -8.90% | |
| Kestra Advisory Services, Llc | 0.00% | 29,766 | $250,931 | $228,603 | -$22,328 | -8.90% | |
| Truist Financial Corp | 0.00% | 28,815 | $242,911 | $221,299 | -$21,612 | -8.90% | |
| Readystate Asset Management Lp | 0.01% | 27,393 | $230,923 | $210,378 | -$20,545 | -8.90% | |
| Merit Financial Group, Llc | 0.00% | 25,931 | $218,601 | $199,150 | -$19,451 | -8.90% | |
| Janney Montgomery Scott Llc | 0.00% | 25,161 | $212,000 | $193,236 | -$18,764 | -8.85% | |
| Shaker Financial Services, Llc | 0.06% | 22,364 | $192,778 | $171,756 | -$21,022 | -10.91% | |
| Stonex Group Inc. | 0.01% | 22,314 | $191,566 | $171,372 | -$20,194 | -10.54% | |
| Samara Investment Management, Llc | 0.18% | 22,575 | $190,307 | $173,376 | -$16,931 | -8.90% | |
| Independent Wealth Network Inc. | 0.05% | 22,442 | $189,185 | $172,355 | -$16,830 | -8.90% | |
| Fortitude Advisory Group L.L.C. | 0.07% | 22,091 | $186,227 | $169,659 | -$16,568 | -8.90% | |
| Virtu Financial Llc | 0.00% | 17,872 | $151,000 | $137,257 | -$13,743 | -9.10% | |
| Decision Investments, Inc | 0.13% | 17,240 | $145,333 | $132,403 | -$12,930 | -8.90% | |
| Xtx Topco Ltd | 0.00% | 17,056 | $143,782 | $130,990 | -$12,792 | -8.90% | |
| Geneos Wealth Management Inc. | 0.00% | 16,020 | $135,049 | $123,034 | -$12,015 | -8.90% | |
| Truemark Investments, Llc | 0.02% | 14,620 | $123,247 | $112,282 | -$10,965 | -8.90% | |
| Founders Financial Alliance, Llc | 0.01% | 11,657 | $98,269 | $89,526 | -$8,743 | -8.90% | |
| Signaturefd, Llc | 0.00% | 10,600 | $89,358 | $81,408 | -$7,950 | -8.90% | |
| Mercer Global Advisors Inc | 0.00% | 10,504 | $88,552 | $80,671 | -$7,881 | -8.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,166 | $86,818 | $78,075 | -$8,743 | -10.07% | |
| Susquehanna International Group, Llp | 0.00% | 10,171 | $85,742 | $78,113 | -$7,629 | -8.90% | |
| Axxcess Wealth Management, Llc | 0.00% | 10,016 | $84,435 | $76,923 | -$7,512 | -8.90% | |
| D.A. Davidson & Co. | 0.00% | 10,011 | $84,393 | $76,884 | -$7,509 | -8.90% |
Frequently asked questions about JRS
Who owns the most JRS stock?
The largest holders of JRS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN REAL ESTATE INCOME (JRS).
Is JRS widely held by superinvestors?
Many widely followed stocks like JRS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JRS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.