— Know what they know.
Not Investment Advice

JRS

Nuveen Real Estate Income Fund
1W: -0.1% 1M: -7.0% 3M: -13.9% YTD: -2.6% 1Y: -7.6% 3Y: +37.0% 5Y: -2.1%
$7.42
+0.06 (+0.82%)
 
Weekly Expected Move ±1.9%
$7 $7 $7 $8 $8
ETF NYSE · AUM $214.4M

Institutional Ownership — JRS

84
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
8
New Positions
27
Increased
26
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (85 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 1,798,668 $13M +122,514 +7.3% 60Q SEC ↗
2 Kanen Wealth Management LLC 736,168 $5M +208,121 +39.4% 4Q SEC ↗
3 Baird Financial Group, Inc. 681,021 $5M +55,642 +8.9% 36Q SEC ↗
4 Advisors Asset Management, Inc. 638,694 $5M -19,628 -3.0% 47Q SEC ↗
5 Pathstone Holdings, LLC 483,433 $4M +65,313 +15.6% 11Q SEC ↗
6 Private Advisor Group, LLC 409,044 $3M +10,342 +2.6% 39Q SEC ↗
7 WELLS FARGO & COMPANY/MN 340,483 $3M +132,071 +63.4% 99Q SEC ↗
8 LPL Financial LLC 227,928 $2M +10,590 +4.9% 29Q SEC ↗
9 WOLVERINE ASSET MANAGEMENT LLC 175,478 $1M +17,245 +10.9% 5Q SEC ↗
10 ROYAL BANK OF CANADA 141,805 $1M -10,952 -7.2% 67Q SEC ↗
11 Cetera Investment Advisers 132,163 $981K -47,963 -26.6% 15Q SEC ↗
12 UBS Group AG 117,124 $869K -3,779 -3.1% 47Q SEC ↗
13 Closed-End Fund Advisors, Inc. 116,580 $865K +7,470 +6.8% 3Q SEC ↗
14 OSAIC HOLDINGS, INC. 105,645 $784K +10,723 +11.3% 26Q SEC ↗
15 Advisory Services Network, LLC 98,463 $731K +4 +0.0% 7Q SEC ↗
16 Mutual Advisors, LLC 90,502 $672K +359 +0.4% 28Q SEC ↗
17 AMERIPRISE FINANCIAL INC 73,955 $549K -33,649 -31.3% 16Q SEC ↗
18 Everstar Asset Management, LLC 67,254 $499K — +0.0% 8Q SEC ↗
19 NWF Advisory Services Inc. 59,700 $443K +2,200 +3.8% 6Q SEC ↗
20 COMMONWEALTH EQUITY SERVICES, LLC 57,144 $424K +134 +0.2% 35Q SEC ↗
21 RAYMOND JAMES FINANCIAL INC 54,265 $403K -2,316 -4.1% 7Q SEC ↗
22 BANK OF AMERICA CORP /DE 46,880 $348K +2,700 +6.1% 15Q SEC ↗
23 Steward Partners Investment Advisory, 44,563 $331K +12 +0.0% 11Q SEC ↗
24 STIFEL FINANCIAL CORP 44,357 $329K -1,266 -2.8% 16Q SEC ↗
25 Advisory Advocates, LLC 38,850 $288K -500 -1.3% 3Q SEC ↗
26 CITADEL ADVISORS LLC 35,847 $266K +15,851 +79.3% 5Q SEC ↗
27 OPPENHEIMER & CO INC 35,123 $261K +509 +1.5% 15Q SEC ↗
28 Stratos Wealth Partners, LTD. 33,262 $247K -7,640 -18.7% 2Q SEC ↗
29 Kestra Advisory Services, LLC 29,766 $221K -4,025 -11.9% 5Q SEC ↗
30 TRUIST FINANCIAL CORP 28,815 $214K — +0.0% 8Q SEC ↗
31 READYSTATE ASSET MANAGEMENT LP 27,393 $203K +16,866 +160.2% 2Q SEC ↗
32 Merit Financial Group, LLC 25,931 $192K -18,252 -41.3% 3Q SEC ↗
33 Janney Montgomery Scott LLC 25,161 $187K +2,390 +10.5% 8Q SEC ↗
34 Samara Investment Management, LLC 22,575 $168K — +0.0% 2Q SEC ↗
35 Independent Wealth Network Inc. 22,442 $167K +120 +0.5% 16Q SEC ↗
36 Shaker Financial Services, LLC 22,364 $166K -10,000 -30.9% 2Q SEC ↗
37 StoneX Group Inc. 22,314 $166K +5,034 +29.1% 6Q SEC ↗
38 Fortitude Advisory Group L.L.C. 22,091 $164K — +0.0% 19Q SEC ↗
39 Cambridge Investment Research Advisors 18,517 $137K -910 -4.7% 66Q SEC ↗
40 Virtu Financial LLC NEW 17,872 $133K — +0.0% 1Q SEC ↗
41 DECISION INVESTMENTS, INC 17,240 $128K -50 -0.3% 3Q SEC ↗
42 XTX Topco Ltd 17,056 $127K +1,347 +8.6% 2Q SEC ↗
43 Geneos Wealth Management Inc. 16,020 $119K — +0.0% 7Q SEC ↗
44 TrueMark Investments, LLC 14,620 $108K -286 -1.9% 4Q SEC ↗
45 Founders Financial Alliance, LLC 11,657 $86K +30 +0.3% 4Q SEC ↗
46 SIGNATUREFD, LLC NEW 10,600 $79K — +0.0% 1Q SEC ↗
47 MERCER GLOBAL ADVISORS INC /ADV NEW 10,504 $78K — +0.0% 1Q SEC ↗
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 10,171 $75K — +0.0% 1Q SEC ↗
49 WEALTH ENHANCEMENT ADVISORY SERVICES, 10,166 $75K -4 -0.0% 12Q SEC ↗
50 AXXCESS WEALTH MANAGEMENT, LLC NEW 10,016 $74K — +0.0% 1Q SEC ↗

Recent Activity

Sold Out (9)
HolderPrev SharesPrev Value
ENVESTNET ASSET MANAGEMENT INC 67,320 $500K
World Investment Advisors 43,410 $322K
Invesco Ltd. 40,952 $304K
Mariner, LLC 13,050 $97K
JANE STREET GROUP, LLC 12,357 $92K
Bay Capital Advisors, LLC 11,000 $82K
GUGGENHEIM CAPITAL LLC 10,999 $82K
MAI Capital Management 1,500 $11K
Sound Income Strategies, LLC 511 $4K
Biggest Increases (20)
HolderAddedChange %Total Shares
Kanen Wealth Management LLC +208,121 +39.4% 736,168
WELLS FARGO & COMPANY/MN +132,071 +63.4% 340,483
MORGAN STANLEY +122,514 +7.3% 1,798,668
Pathstone Holdings, LLC +65,313 +15.6% 483,433
Baird Financial Group, Inc. +55,642 +8.9% 681,021
WOLVERINE ASSET MANAGEMENT LLC +17,245 +10.9% 175,478
READYSTATE ASSET MANAGEMENT LP +16,866 +160.2% 27,393
CITADEL ADVISORS LLC +15,851 +79.3% 35,847
OSAIC HOLDINGS, INC. +10,723 +11.3% 105,645
LPL Financial LLC +10,590 +4.9% 227,928
Private Advisor Group, LLC +10,342 +2.6% 409,044
Closed-End Fund Advisors, Inc. +7,470 +6.8% 116,580
StoneX Group Inc. +5,034 +29.1% 22,314
BANK OF AMERICA CORP /DE +2,700 +6.1% 46,880
Janney Montgomery Scott LLC +2,390 +10.5% 25,161
NWF Advisory Services Inc. +2,200 +3.8% 59,700
XTX Topco Ltd +1,347 +8.6% 17,056
OPPENHEIMER & CO INC +509 +1.5% 35,123
Mutual Advisors, LLC +359 +0.4% 90,502
COMMONWEALTH EQUITY SERVICES, LLC +134 +0.2% 57,144
Biggest Decreases (18)
HolderReducedChange %Total Shares
Cetera Investment Advisers -47,963 -26.6% 132,163
AMERIPRISE FINANCIAL INC -33,649 -31.3% 73,955
Advisors Asset Management, Inc. -19,628 -3.0% 638,694
Merit Financial Group, LLC -18,252 -41.3% 25,931
ROYAL BANK OF CANADA -10,952 -7.2% 141,805
Shaker Financial Services, LLC -10,000 -30.9% 22,364
Stratos Wealth Partners, LTD. -7,640 -18.7% 33,262
RIVERNORTH CAPITAL MANAGEMENT, LLC -4,906 -32.9% 10,000
Kestra Advisory Services, LLC -4,025 -11.9% 29,766
UBS Group AG -3,779 -3.1% 117,124
RAYMOND JAMES FINANCIAL INC -2,316 -4.1% 54,265
STIFEL FINANCIAL CORP -1,266 -2.8% 44,357
Cambridge Investment Research Advis -910 -4.7% 18,517
Advisory Advocates, LLC -500 -1.3% 38,850
TrueMark Investments, LLC -286 -1.9% 14,620
NORTHWESTERN MUTUAL WEALTH MANAGEME -74 -1.2% 6,036
DECISION INVESTMENTS, INC -50 -0.3% 17,240
WEALTH ENHANCEMENT ADVISORY SERVICE -4 -0.0% 10,166

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms