NUVEEN REAL ESTATE INCOME (JRS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $51.93M 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 $12.50M in its March 31, 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 $13.64M, representing an estimated gain of +9.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed JRS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., Baird Financial Group, 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
75
Total Reported Value
$51.93M
Largest Holder
Morgan Stanley
Largest Position
$12.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
77
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% | 1,676,154 | $12,504,113 | $13,643,894 | +$1,139,781 | +9.12% | |
| Advisors Asset Management, Inc. | 0.08% | 658,322 | $4,911,082 | $5,358,741 | +$447,659 | +9.12% | |
| Baird Financial Group, Inc. | 0.01% | 625,379 | $4,665,327 | $5,090,585 | +$425,258 | +9.12% | |
| Kanen Wealth Management Llc | 1.42% | 528,047 | $3,939,231 | $4,298,303 | +$359,072 | +9.12% | |
| Pathstone Holdings, Llc | 0.01% | 418,120 | $3,119,175 | $3,403,497 | +$284,322 | +9.12% | |
| Private Advisor Group, Llc | 0.01% | 398,702 | $2,974,314 | $3,245,434 | +$271,120 | +9.12% | |
| Lpl Financial Llc | 0.00% | 217,338 | $1,621,338 | $1,769,131 | +$147,793 | +9.12% | |
| Wells Fargo & Company/Mn | 0.00% | 208,412 | $1,554,755 | $1,696,474 | +$141,719 | +9.12% | |
| Cetera Investment Advisers | 0.00% | 180,126 | $1,343,739 | $1,466,226 | +$122,487 | +9.12% | |
| Wolverine Asset Management Llc | 0.02% | 158,233 | $1,180,418 | $1,288,017 | +$107,599 | +9.12% | |
| Royal Bank Of Canada | 0.00% | 152,757 | $1,140,000 | $1,243,442 | +$103,442 | +9.07% | |
| Ubs Group Ag | 0.00% | 120,903 | $901,936 | $984,150 | +$82,214 | +9.12% | |
| Closed-End Fund Advisors, Inc. | 0.83% | 109,110 | $813,961 | $888,155 | +$74,194 | +9.12% | |
| Ameriprise Financial Inc | 0.00% | 107,604 | $802,727 | $875,897 | +$73,170 | +9.12% | |
| Advisory Services Network, Llc | 0.01% | 98,459 | $734,503 | $801,456 | +$66,953 | +9.12% | |
| Osaic Holdings, Inc. | 0.00% | 94,922 | $708,121 | $772,665 | +$64,544 | +9.11% | |
| Mutual Advisors, Llc | 0.01% | 90,143 | $672,468 | $733,764 | +$61,296 | +9.12% | |
| Advisory Advocates, Llc | 0.30% | 78,700 | $594,972 | $640,618 | +$45,646 | +7.67% | |
| Envestnet Asset Management Inc | 0.00% | 67,320 | $502,209 | $547,985 | +$45,776 | +9.11% | |
| Everstar Asset Management, Llc | 0.27% | 67,254 | $501,715 | $547,448 | +$45,733 | +9.12% | |
| Nwf Advisory Services Inc. | 0.05% | 57,500 | $428,950 | $468,050 | +$39,100 | +9.12% | |
| Commonwealth Equity Services, Llc | 0.00% | 57,010 | $425,300 | $464,061 | +$38,761 | +9.11% | |
| Raymond James Financial Inc | 0.00% | 56,581 | $422,095 | $460,569 | +$38,474 | +9.12% | |
| Stifel Financial Corp | 0.00% | 45,623 | $340,349 | $371,371 | +$31,022 | +9.11% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 44,551 | $332,350 | $362,645 | +$30,295 | +9.12% | |
| Merit Financial Group, Llc | 0.00% | 44,183 | $329,603 | $359,650 | +$30,047 | +9.12% | |
| Bank Of America Corp | 0.00% | 44,180 | $329,583 | $359,625 | +$30,042 | +9.12% | |
| World Investment Advisors | 0.01% | 43,410 | $323,836 | $353,357 | +$29,521 | +9.12% | |
| Invesco Ltd. | 0.00% | 40,952 | $305,502 | $333,349 | +$27,847 | +9.12% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 40,902 | $305,129 | $332,942 | +$27,813 | +9.12% | |
| Oppenheimer & Co Inc | 0.00% | 34,614 | $258,220 | $281,758 | +$23,538 | +9.12% | |
| Kestra Advisory Services, Llc | 0.00% | 33,791 | $252,080 | $275,059 | +$22,979 | +9.12% | |
| Shaker Financial Services, Llc | 0.09% | 32,364 | $247,799 | $263,443 | +$15,644 | +6.31% | |
| Truist Financial Corp | 0.00% | 28,815 | $214,960 | $234,554 | +$19,594 | +9.12% | |
| Samara Investment Management, Llc | 0.17% | 22,575 | $168,410 | $183,761 | +$15,351 | +9.11% | |
| Independent Wealth Network Inc. | 0.05% | 22,322 | $166,521 | $181,701 | +$15,180 | +9.12% | |
| Fortitude Advisory Group L.L.C. | 0.07% | 22,091 | $164,798 | $179,821 | +$15,023 | +9.12% | |
| Citadel Advisors Llc | 0.00% | 19,996 | $149,170 | $162,767 | +$13,597 | +9.12% | |
| Stonex Group Inc. | 0.01% | 17,280 | $131,829 | $140,659 | +$8,830 | +6.70% | |
| Decision Investments, Inc | 0.15% | 17,290 | $128,983 | $140,741 | +$11,758 | +9.12% | |
| Geneos Wealth Management Inc. | 0.00% | 16,020 | $119,509 | $130,403 | +$10,894 | +9.12% | |
| Xtx Topco Ltd | 0.00% | 15,709 | $117,189 | $127,871 | +$10,682 | +9.12% | |
| Rivernorth Capital Management, Llc | 0.01% | 14,906 | $111,199 | $121,335 | +$10,136 | +9.12% | |
| Truemark Investments, Llc | 0.02% | 14,906 | $111,199 | $121,335 | +$10,136 | +9.12% | |
| Mariner, Llc | 0.00% | 13,050 | $97,353 | $106,227 | +$8,874 | +9.12% | |
| Jane Street Group, Llc | 0.00% | 12,357 | $92,183 | $100,586 | +$8,403 | +9.12% | |
| Founders Financial Alliance, Llc | 0.02% | 11,627 | $86,734 | $94,644 | +$7,910 | +9.12% | |
| Guggenheim Capital Llc | 0.00% | 10,999 | $82,053 | $89,532 | +$7,479 | +9.11% | |
| Readystate Asset Management Lp | 0.00% | 10,527 | $78,531 | $85,690 | +$7,159 | +9.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,170 | $77,902 | $82,784 | +$4,882 | +6.27% |
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.