Who Owns Nuveen Real Estate Income Fund Stock?
NYSE: JRSFinanceFinance/Investors ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 25.75%
- Held by insiders
- 0.00%
- Institutional holders
- 81
- Institutions 25.7%
- Insiders 0.0%
- Public and other 74.3%
Who owns Nuveen Real Estate Income Fund stock?
Institutional investors own about 25.7% of Nuveen Real Estate Income Fund's shares, spread across 81 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of JRS.
The largest institutional holders are Morgan Stanley (6.23%), Kanen Wealth Management LLC (2.55%) and Baird Financial Group, Inc. (2.36%). Together, the top 10 institutions control 19.5% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their JRS positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JRS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.80M | 6.23% | +7.3% |
| Kanen Wealth Management LLC | 736.17K | 2.55% | +39.4% |
| Baird Financial Group, Inc. | 681.02K | 2.36% | +8.9% |
| Advisors Asset Management, Inc. | 638.69K | 2.21% | -3.0% |
| Pathstone Holdings, LLC | 483.43K | 1.67% | +15.6% |
| Private Advisor Group, LLC | 409.04K | 1.42% | +2.6% |
| Wells Fargo & Company | 340.48K | 1.18% | +63.4% |
| LPL Financial LLC | 227.93K | 0.79% | +4.9% |
| Wolverine Asset Management, LLC | 175.48K | 0.61% | +10.9% |
| Royal Bank of Canada | 141.81K | 0.49% | -7.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of JRS
| Fund | Shares | % Held |
|---|---|---|
| World Funds Trust-Philotimo Focused Growth & Income Fund | 499.75K | 1.73% |
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 28.60K | 0.10% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 605 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 214 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Nuveen Real Estate Income Fund?
Morgan Stanley is the largest institutional shareholder of JRS, owning 6.23% of shares outstanding (1.80M shares) as of its latest 13F filing.
What percentage of Nuveen Real Estate Income Fund is owned by institutions?
Institutions own about 25.7% of JRS shares and 25.7% of the public float.
How much of Nuveen Real Estate Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of JRS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.