$JRS

$7.42 +$0.08 (1.09%) Close

$JRS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 28.9M shares outstanding

Who owns JRS?

By type of holder

Institutions 25.5% Insiders 0.0% Everyone else 74.5%

Concentration Top 10 holders own 19.5%

Morgan Stanley 6.2% · Kanen Wealth Management LLC 2.6%

Institutional ownership

25.5%

+1.4 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+393.8K

by institutions in Q2 2026

New / sold out

7 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Kanen Wealth Management LLC +208.1K
Wells Fargo & Company/mn +132.1K

Biggest sellers in Q2 2026

Envestnet Asset Management Inc SOLD OUT −67.3K
Cetera Investment Advisers −48.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Nuveen Real Estate Income Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Nuveen Real Estate Income Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years56% 3–5 years12% 1–3 years16% Under 1 year16%

Quarterly turnover

7.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting JRS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	1.8M	6.23%	+122.5K (+7.3%)	≤2021	0.0%
Shares held by quarter Peak holding1.8M (Q2'26) Change over 8 quarters+370.6K Share of the company6.230% Morgan Stanley's full portfolio →
KW Kanen Wealth Management LLC	736.2K	2.55%	+208.1K (+39.4%)	Q3 '25	1.5%
Shares held by quarter Peak holding736.2K (Q2'26) Change over 8 quarters+736.2K Share of the company2.550% Kanen Wealth Management LLC's full portfolio →

Morgan Stanley

1.8M

% of company

6.23%

Change vs last qtr

+122.5K (+7.3%)

Held since

≤2021

Kanen Wealth Management LLC

736.2K

% of company

2.55%

Change vs last qtr

+208.1K (+39.4%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Nuveen Real Estate Income Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting JRS on Form N-PORT; together they hold 1.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
PF Philotimo Focused Growth & Income World Funds Trust	$4.21M	499.8K	1.73%	3.06%	June 30, 2026
MC Modern Capital Tactical Income Fund Modern Capital Funds Trust	$241K	28.6K	0.10%	0.36%	June 30, 2026

Philotimo Focused Growth & Income

World Funds Trust

Position value

$4.21M

% of company

1.73%

% of the fund

3.06%

As of

June 30, 2026

Modern Capital Tactical Income Fund

Modern Capital Funds Trust

Position value

$241K

% of company

0.10%

% of the fund

0.36%

As of

June 30, 2026

3 more funds behind a free account

See every fund holding Nuveen Real Estate Income Fund and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SW Siffermann William A Insider	485	0.00%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.000% Siffermann William A's insider activity →

Siffermann William A

Insider

485

% of company

0.00%

Change vs last qtr

—

Held since

—

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