Skip to content
Disclosery

JRS NUVEEN REAL ESTATE INCOME FD

Follow

COM (fund), issuer CIK 1158289

61 managers (61 13F filers) reported a position in JRS shares at 2024-12-31, 6,356,630 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
61
13F filers
61
New
10
Added
22
Reduced
15
Sold out
10
Shares held by filers
6,356,630

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,599,553$13.8M<0.01%+171,44213F-HR/ATimelineGroup
Advisors Asset Management, Inc.707,476$6.11M0.11%+35,32313F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC707,281$6.1M0.03%+87,50213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.449,385$3.88M0.01%+14,88513F-HRTimelineGroup
Private Advisor Group, LLC380,625$3.28M0.02%+18,47913F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.291,923$2.52M0.81%new13F-HRTimeline
LPL Financial LLC179,094$1.55M<0.01%-4,02713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN163,180$1.41M<0.01%-7,14513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.142,367$1.23M<0.01%+1,37213F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC121,836$1.05M0.02%-71,65713F-HRTimelineGroup
UBS Group AGin group UBS Group AG118,711$1.02M<0.01%+41,77613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC117,764$1.02M<0.01%-20,26713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,577$1.01M<0.01%+75213F-HRTimelineGroup
Cetera Investment Advisers95,346$823K<0.01%+3,82513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC94,406$815K0.01%-1,09813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC84,434$729K<0.01%-12,03913F-HRTimelineGroup
Mutual Advisors, LLC84,713$725K0.02%+3,51813F-HRTimeline
Advisory Services Network, LLC82,204$709K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,415$677K<0.01%+7,13113F-HR/ATimelineGroup
Everstar Asset Management, LLC78,325$676K0.48%-16,40013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.71,210$615K0.42%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,779$438K<0.01%13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…46,040$397K<0.01%013F-HRTimeline
Shaker Financial Services, LLC42,228$364K0.14%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,349$348K<0.01%+5,25113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,266$313K<0.01%+4,00013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,228$287K<0.01%-48113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,031$259K<0.01%-97,94113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,000$216K<0.01%+10,00013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,655$213K<0.01%+12,62513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.22,575$195K0.02%-8,00013F-HRTimeline
Fortitude Advisory Group L.L.C.22,091$191K0.11%013F-HRTimeline
Laird Norton Wetherby Wealth Management…21,329$184K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.21,320$184K<0.01%+52713F-HRTimeline
Cambridge Investment Research Advisors,…20,970$181K<0.01%+2,27013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,676$178K<0.01%013F-HRTimelineGroup
Independent Wealth Network Inc.19,765$171K0.07%-5513F-HRTimeline
Janney Montgomery Scott LLC19,079$165K<0.01%-1,54913F-HRTimeline
Mariner, LLCin group Mariner, LLC17,300$149K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,793$128K<0.01%new13F-HRTimelineGroup
Bay Capital Advisors, LLC13,900$120K0.1%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,975$103K<0.01%-1,25413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,195$88K<0.01%+10013F-HR/ATimeline
WEBSTER BANK, N. A.7,973$68.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.6,052$52.2K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC5,000$43.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,275$19.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,800$15.5K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,200$10.4K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC434$3.75K<0.01%-3,50013F-HRTimeline
Financial Management Professionals, Inc.422$3.64K<0.01%+5513F-HRTimeline
Global Retirement Partners, LLC267$2.31K<0.01%+1013F-HRTimeline
ORG Partners LLC262$2.26K<0.01%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.200$1.73K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC134$1.16K<0.01%new13F-HRTimeline
WPG Advisers, LLC107$923<0.01%13F-HRTimeline
COMERICA BANK90$771<0.01%+4713F-HR/ATimeline
NewEdge Advisors, LLC40$344<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.5$45<0.01%-5,31213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.