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Nuveen Real Estate Income Fund

68 hedge funds and large institutions have $50.4M invested in Nuveen Real Estate Income Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

1% more funds holding

Funds holding: 6768 (+1)

0.02% less ownership

Funds ownership: 22.81%22.79% (-0.02%)

6% less capital invested

Capital invested by funds: $53.9M → $50.4M (-$3.49M)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.3M -$354K -44,890 -3%
AAM
2
Advisors Asset Management
Colorado
$5.1M +$661K +83,927 +14%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$4.43M +$310K +39,384 +7%
KWM
4
Kanen Wealth Management
Florida
$3.67M +$3.7M +469,139 +3,976%
PAG
5
Private Advisor Group
New Jersey
$3.07M +$21.7K +2,755 +0.7%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$2.83M -$2.41M -305,958 -45%
LPL Financial
7
LPL Financial
California
$1.67M +$79.2K +10,056 +5%
Wells Fargo
8
Wells Fargo
California
$1.43M -$133K -16,852 -8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.17M +$170K +21,539 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.14M +$90.3K +11,454 +8%
Ameriprise
11
Ameriprise
Minnesota
$984K -$9.55K -1,212 -0.9%
UBS Group
12
UBS Group
Switzerland
$931K -$43.5K -5,522 -4%
CEFA
13
Closed-End Fund Advisors
Virginia
$832K +$856K +108,645 New
ASN
14
Advisory Services Network
Georgia
$773K +$32 +4 +0%
MA
15
Mutual Advisors
Nebraska
$695K +$13.8K +1,751 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$645K -$29.9K -3,788 -4%
EAM
17
Everstar Asset Management
North Carolina
$537K -$18.1K -2,300 -3%
NS
18
NBC Securities
Alabama
$532K +$39.5K +5,008 +8%
Raymond James Financial
19
Raymond James Financial
Florida
$530K +$171K +21,700 +46%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$465K -$284K -36,040 -37%
NAS
21
NWF Advisory Services
California
$457K -$39.4K -5,000 -8%
Invesco
22
Invesco
Georgia
$384K -$188K -23,879 -32%
Bank of America
23
Bank of America
North Carolina
$359K +$5.95K +755 +2%
Stifel Financial
24
Stifel Financial
Missouri
$359K +$39.5K +5,010 +12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$344K -$164K -20,749 -32%

JRS Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2025, worth a combined $50.4M — down 6.5% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Kanen Wealth Management, adding an estimated $3.7M. The largest seller was Pathstone Holdings, cutting an estimated $2.41M.

  • 68 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $50.4M of Nuveen Real Estate Income Fund stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q4 2025 and 7 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2025 was Kanen Wealth Management, an estimated $3.7M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2025 was Pathstone Holdings, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2025.