JRS Institutional Ownership & Shareholders
NUVEEN REAL ESTATE INCOME (JRS) is currently held by 69 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $13.36M, representing an estimated loss of -11.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
69
Total Reported Value
$59.70M
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 | $13,364,103 | -$1,798,673 | -11.86% | |
| Kanen Wealth Management Llc | 1.53% | 736,168 | $6,265,866 | $5,469,728 | -$796,138 | -12.71% | |
| Advisors Asset Management, Inc. | 0.09% | 483,753 | $6,201,713 | $3,594,285 | -$2,607,428 | -42.04% | |
| Baird Financial Group, Inc. | 0.01% | 681,021 | $5,741,007 | $5,059,986 | -$681,021 | -11.86% | |
| Private Advisor Group, Llc | 0.02% | 409,044 | $3,448,247 | $3,039,197 | -$409,050 | -11.86% | |
| Pathstone Holdings, Llc | 0.01% | 418,120 | $3,119,175 | $3,106,632 | -$12,543 | -0.40% | |
| Wells Fargo & Company/Mn | 0.00% | 340,483 | $2,870,270 | $2,529,789 | -$340,481 | -11.86% | |
| Lpl Financial Llc | 0.00% | 227,928 | $1,921,437 | $1,693,505 | -$227,932 | -11.86% | |
| Royal Bank Of Canada | 0.00% | 141,805 | $1,195,000 | $1,053,611 | -$141,389 | -11.83% | |
| Cetera Investment Advisers | 0.00% | 132,163 | $1,114,137 | $981,971 | -$132,166 | -11.86% | |
| Ubs Group Ag | 0.00% | 117,124 | $987,355 | $870,231 | -$117,124 | -11.86% | |
| Closed-End Fund Advisors, Inc. | 0.96% | 116,580 | $982,769 | $866,189 | -$116,580 | -11.86% | |
| Osaic Holdings, Inc. | 0.00% | 105,645 | $890,615 | $784,942 | -$105,673 | -11.87% | |
| Advisory Services Network, Llc | 0.01% | 98,463 | $830,046 | $731,580 | -$98,466 | -11.86% | |
| Mutual Advisors, Llc | 0.01% | 90,502 | $762,933 | $672,430 | -$90,503 | -11.86% | |
| Ameriprise Financial Inc | 0.00% | 73,955 | $627,812 | $549,486 | -$78,326 | -12.48% | |
| Everstar Asset Management, Llc | 0.27% | 67,254 | $566,951 | $499,697 | -$67,254 | -11.86% | |
| Raymond James Financial Inc | 0.00% | 54,265 | $457,453 | $403,189 | -$54,264 | -11.86% | |
| Nwf Advisory Services Inc. | 0.04% | 59,700 | $440,586 | $443,571 | +$2,985 | +0.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 53,606 | $395,610 | $398,293 | +$2,683 | +0.68% | |
| Bank Of America Corp | 0.00% | 46,880 | $395,198 | $348,318 | -$46,880 | -11.86% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 44,563 | $375,666 | $331,103 | -$44,563 | -11.86% | |
| Stifel Financial Corp | 0.00% | 44,357 | $373,932 | $329,573 | -$44,359 | -11.86% | |
| Advisory Advocates, Llc | 0.28% | 38,850 | $327,506 | $288,656 | -$38,851 | -11.86% | |
| Citadel Advisors Llc | 0.00% | 35,847 | $302,190 | $266,343 | -$35,847 | -11.86% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 33,262 | $280,399 | $247,137 | -$33,262 | -11.86% | |
| Readystate Asset Management Lp | 0.01% | 27,393 | $230,923 | $203,530 | -$27,393 | -11.86% | |
| Oppenheimer & Co Inc | 0.00% | 30,674 | $226,374 | $227,908 | +$1,534 | +0.68% | |
| Kestra Advisory Services, Llc | 0.00% | 29,154 | $220,697 | $216,614 | -$4,083 | -1.85% | |
| Merit Financial Group, Llc | 0.00% | 25,931 | $218,601 | $192,667 | -$25,934 | -11.86% | |
| Truist Financial Corp | 0.00% | 28,815 | $212,655 | $214,095 | +$1,440 | +0.68% | |
| Janney Montgomery Scott Llc | 0.00% | 25,161 | $212,000 | $186,946 | -$25,054 | -11.82% | |
| Stonex Group Inc. | 0.01% | 22,314 | $191,566 | $165,793 | -$25,773 | -13.45% | |
| Samara Investment Management, Llc | 0.18% | 22,575 | $190,307 | $167,732 | -$22,575 | -11.86% | |
| Independent Wealth Network Inc. | 0.04% | 22,468 | $165,814 | $166,937 | +$1,123 | +0.68% | |
| Fortitude Advisory Group L.L.C. | 0.06% | 22,091 | $163,031 | $164,136 | +$1,105 | +0.68% | |
| Virtu Financial Llc | 0.00% | 17,872 | $151,000 | $132,789 | -$18,211 | -12.06% | |
| Xtx Topco Ltd | 0.00% | 17,056 | $143,782 | $126,726 | -$17,056 | -11.86% | |
| Geneos Wealth Management Inc. | 0.00% | 16,020 | $135,049 | $119,029 | -$16,020 | -11.86% | |
| Decision Investments, Inc | 0.12% | 17,240 | $127,231 | $128,093 | +$862 | +0.68% | |
| Truemark Investments, Llc | 0.02% | 14,620 | $123,247 | $108,627 | -$14,620 | -11.86% | |
| Founders Financial Alliance, Llc | 0.01% | 11,657 | $98,269 | $86,612 | -$11,657 | -11.86% | |
| Wolverine Asset Management Llc | 0.00% | 13,160 | $97,121 | $97,779 | +$658 | +0.68% | |
| Mercer Global Advisors Inc | 0.00% | 10,504 | $88,552 | $78,045 | -$10,507 | -11.87% | |
| Susquehanna International Group, Llp | 0.00% | 10,171 | $85,742 | $75,571 | -$10,171 | -11.86% | |
| Rivernorth Capital Management, Llc | 0.00% | 10,000 | $84,300 | $74,300 | -$10,000 | -11.86% | |
| D.A. Davidson & Co. | 0.00% | 10,850 | $80,073 | $80,616 | +$543 | +0.68% | |
| Axxcess Wealth Management, Llc | 0.00% | 10,016 | $73,918 | $74,419 | +$501 | +0.68% | |
| Harbour Investments, Inc. | 0.00% | 8,710 | $73,425 | $64,715 | -$8,710 | -11.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,157 | $73,232 | $75,467 | +$2,235 | +3.05% |
Frequently asked questions about JRS
Who are the largest institutional holders of JRS?
The largest institutional holders of JRS reported in the latest SEC Form 13F filings include Morgan Stanley, Kanen Wealth Management Llc, Advisors Asset Management, Inc., Baird Financial Group, Inc., and Private Advisor Group, Llc. InsiderSet ranks institutional holders by their latest reported JRS position.
What is JRS institutional ownership?
This page tracks JRS positions reported by institutional investment managers through SEC Form 13F. NUVEEN REAL ESTATE INCOME (JRS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JRS?
InsiderSet currently tracks 69 institutional managers reporting JRS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JRS shareholders.
How much JRS stock do institutions own?
Institutional investment managers disclosed approximately $59.70M in JRS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JRS institutional ownership last updated?
The latest JRS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JRS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JRS position after the reporting date.
Are institutions buying or selling JRS?
Institutional buying and selling can be analyzed by comparing JRS positions across consecutive 13F reporting periods. InsiderSet's JRS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JRS ownership changes.
How has JRS institutional ownership changed over time?
InsiderSet tracks JRS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.