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Nuveen Real Estate Income (JRS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares207,953 from 227,928
Change-19,975 (-9%)
Value$1.5M (-$386.7K)
Filed 2026-11-06
Closed-End Fund Advisors, Inc.
INCREASED
Shares117,942 from 116,580
Change+1,362 (+1%)
Value$870.4K (-$112.4K)
Filed 2026-11-04
NWF Advisory Services Inc.
UNCHANGED
Shares59,700 from 59,700
Change0 (0%)
Value$440.6K (-$62.7K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares53,606 from 57,144
Change-3,538 (-6%)
Value$395.6K (-$86.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares39,959 from 18,517
Change+21,442 (+116%)
Value$295 (-$155.7K)
Filed 2026-11-02
Advisory Advocates, LLC
UNCHANGED
Shares38,850 from 38,850
Change0 (0%)
Value$286.7K (-$40.8K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares30,674 from 35,123
Change-4,449 (-13%)
Value$226.4K (-$69.7K)
Filed 2026-10-26
Kestra Advisory Services, LLC
DECREASED
Shares29,154 from 29,766
Change-612 (-2%)
Value$220.7K (-$30.2K)
Filed 2026-11-02
Truist Financial Corp
UNCHANGED
Shares28,815 from 28,815
Change0 (0%)
Value$212.7K (-$30.3K)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares26,235 from 25,931
Change+304 (+1%)
Value$193.6K (-$25.0K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares23,193 from 22,314
Change+879 (+4%)
Value$175.1K (-$16.5K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares22,468 from 22,442
Change+26 (+0%)
Value$165.8K (-$23.4K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares22,091 from 22,091
Change0 (0%)
Value$163.0K (-$23.2K)
Filed 2026-10-15
Decision Investments, Inc
UNCHANGED
Shares17,240 from 17,240
Change0 (0%)
Value$127.2K (-$18.1K)
Filed 2026-10-07
Wolverine Asset Management LLC
DECREASED
Shares13,160 from 175,478
Change-162,318 (-92%)
Value$97.1K (-$1.4M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares10,850 from 10,011
Change+839 (+8%)
Value$80.1K (-$4.3K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,157 from 10,166
Change-9 (0%)
Value$73.2K (-$13.6K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
UNCHANGED
Shares10,016 from 10,016
Change0 (0%)
Value$73.9K (-$10.5K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares5,009 from 4,953
Change+56 (+1%)
Value$37.0K (-$4.8K)
Filed 2026-10-26
FNY Investment Advisers, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$17 (-$3)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$14.0K (-$2.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$13.3K (-$1.9K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares1,293 from 1,289
Change+4 (+0%)
Value$9.5K (-$1.3K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$8.4K (-$1.2K)
Filed 2026-10-28
West Branch Capital LLC
INCREASED
Shares1,069 from 1,046
Change+23 (+2%)
Value$7.9K (-$926)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$7 (-$1)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares932 from 682
Change+250 (+37%)
Value$6.9K (+$1.1K)
Filed 2026-10-08
CoreCap Advisors, LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$3.2K (-$456)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.0K (-$420)
Filed 2026-10-05
Highline Wealth Partners LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$2.4K (-$347)
Filed 2026-10-19
Peoples Financial Services Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.5K (-$210)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares141 from 144
Change-3 (-2%)
Value$1.0K (-$173)
Filed 2026-11-05
Shaker Financial Services, LLC
CLOSED
Shares0 from 22,364
Change-22,364 (-100%)
Value$0 (-$192.8K)
Filed 2026-10-14
TrueMark Investments, LLC
CLOSED
Shares0 from 14,620
Change-14,620 (-100%)
Value$0 (-$123.2K)
Filed 2026-11-05
Signaturefd, LLC
CLOSED
Shares0 from 10,600
Change-10,600 (-100%)
Value$0 (-$89.4K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,703
Change-4,703 (-100%)
Value$0 (-$40.2K)
Filed 2026-11-02
Albion Financial Group
CLOSED
Shares0 from 3,208
Change-3,208 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 1,798,668
Change-1,798,668 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 736,168
Change-736,168 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 681,021
Change-681,021 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 638,694
Change-638,694 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 483,433
Change-483,433 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 409,044
Change-409,044 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 340,483
Change-340,483 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 141,805
Change-141,805 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 132,163
Change-132,163 (-100%)
Value—
UBS Group AG
N/A
Shares— from 117,124
Change-117,124 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 105,645
Change-105,645 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 98,463
Change-98,463 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 90,502
Change-90,502 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 73,955
Change-73,955 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 67,254
Change-67,254 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 54,265
Change-54,265 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,880
Change-46,880 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,563
Change-44,563 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,357
Change-44,357 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,847
Change-35,847 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,262
Change-33,262 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 27,393
Change-27,393 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,161
Change-25,161 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 22,575
Change-22,575 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 17,872
Change-17,872 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,056
Change-17,056 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 16,020
Change-16,020 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,504
Change-10,504 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,710
Change-8,710 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,036
Change-6,036 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 131
Change-131 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
LPL Financial LLC
DECREASED207,953227,928-19,975-9%$1.9M$1.5M-$386.7K2026-11-06
Closed-End Fund Advisors, Inc.
INCREASED117,942116,580+1,362+1%$982.8K$870.4K-$112.4K2026-11-04
NWF Advisory Services Inc.
UNCHANGED59,70059,70000%$503.3K$440.6K-$62.7K2026-10-19
Commonwealth Equity Services, LLC
DECREASED53,60657,144-3,538-6%$481.7K$395.6K-$86.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED39,95918,517+21,442+116%$156.0K$295-$155.7K2026-11-02
Advisory Advocates, LLC
UNCHANGED38,85038,85000%$327.5K$286.7K-$40.8K2026-11-05
Oppenheimer & Co Inc
DECREASED30,67435,123-4,449-13%$296.1K$226.4K-$69.7K2026-10-26
Kestra Advisory Services, LLC
DECREASED29,15429,766-612-2%$250.9K$220.7K-$30.2K2026-11-02
Truist Financial Corp
UNCHANGED28,81528,81500%$242.9K$212.7K-$30.3K2026-10-30
Merit Financial Group, LLC
INCREASED26,23525,931+304+1%$218.6K$193.6K-$25.0K2026-11-06
StoneX Group Inc.
INCREASED23,19322,314+879+4%$191.6K$175.1K-$16.5K2026-11-03
Independent Wealth Network Inc.
INCREASED22,46822,442+26+0%$189.2K$165.8K-$23.4K2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED22,09122,09100%$186.2K$163.0K-$23.2K2026-10-15
Decision Investments, Inc
UNCHANGED17,24017,24000%$145.3K$127.2K-$18.1K2026-10-07
Wolverine Asset Management LLC
DECREASED13,160175,478-162,318-92%$1.5M$97.1K-$1.4M2026-11-02
D.A. Davidson & Co.
INCREASED10,85010,011+839+8%$84.4K$80.1K-$4.3K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED10,15710,166-90%$86.8K$73.2K-$13.6K2026-10-13
Axxcess Wealth Management, LLC
UNCHANGED10,01610,01600%$84.4K$73.9K-$10.5K2026-10-21
Lanark Financial, Inc.
INCREASED5,0094,953+56+1%$41.8K$37.0K-$4.8K2026-10-26
FNY Investment Advisers, LLC
UNCHANGED2,4002,40000%$20$17-$32026-10-16
Larson Financial Group LLC
UNCHANGED1,9001,90000%$16.0K$14.0K-$2.0K2026-11-05
EverSource Wealth Advisors, LLC
UNCHANGED1,8001,80000%$15.2K$13.3K-$1.9K2026-11-04
US Bancorp \de\
INCREASED1,2931,289+4+0%$10.9K$9.5K-$1.3K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,1411,14100%$9.6K$8.4K-$1.2K2026-10-28
West Branch Capital LLC
INCREASED1,0691,046+23+2%$8.8K$7.9K-$9262026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED1,0001,00000%$8$7-$12026-11-04
Farther Finance Advisors, LLC
INCREASED932682+250+37%$5.7K$6.9K+$1.1K2026-10-08
CoreCap Advisors, LLC
UNCHANGED43443400%$3.7K$3.2K-$4562026-10-08
Eastern Bank
UNCHANGED40040000%$3.4K$3.0K-$4202026-10-05
Highline Wealth Partners LLC
UNCHANGED33033000%$2.8K$2.4K-$3472026-10-19
Peoples Financial Services Corp.
UNCHANGED20020000%$1.7K$1.5K-$2102026-10-20
Fifth Third Bancorp
DECREASED141144-3-2%$1.2K$1.0K-$1732026-11-05
Shaker Financial Services, LLC
CLOSED022,364-22,364-100%$192.8K$0-$192.8K2026-10-14
TrueMark Investments, LLC
CLOSED014,620-14,620-100%$123.2K$0-$123.2K2026-11-05
Signaturefd, LLC
CLOSED010,600-10,600-100%$89.4K$0-$89.4K2026-10-23
International Assets Investment Management, LLC
CLOSED04,703-4,703-100%$40.2K$0-$40.2K2026-11-02
Albion Financial Group
CLOSED03,208-3,208-100%$27.0K$0-$27.0K2026-10-21
Morgan Stanley
N/A—1,798,668-1,798,668-100%$15.2M———
Kanen Wealth Management LLCA
N/A—736,168-736,168-100%$6.3M———
Baird Financial Group, Inc.
N/A—681,021-681,021-100%$5.7M———
Advisors Asset Management, Inc.
N/A—638,694-638,694-100%$5.4M———
Pathstone Holdings, LLC
N/A—483,433-483,433-100%$4.1M———
Private Advisor Group, LLC
N/A—409,044-409,044-100%$3.4M———
Wells Fargo & Company
N/A—340,483-340,483-100%$2.9M———
Royal Bank of Canada
N/A—141,805-141,805-100%$1.2M———
Cetera Investment Advisers
N/A—132,163-132,163-100%$1.1M———
UBS Group AG
N/A—117,124-117,124-100%$987.4K———
Osaic Holdings, Inc.
N/A—105,645-105,645-100%$890.6K———
Advisory Services Network, LLC
N/A—98,463-98,463-100%$830.0K———
Mutual Advisors, LLC
N/A—90,502-90,502-100%$762.9K———
Ameriprise Financial Inc
N/A—73,955-73,955-100%$627.8K———
Everstar Asset Management, LLC
N/A—67,254-67,254-100%$567.0K———
Raymond James Financial Inc
N/A—54,265-54,265-100%$457.5K———
Bank of America Corp
N/A—46,880-46,880-100%$395.2K———
Steward Partners Investment Advisory, LLC
N/A—44,563-44,563-100%$375.7K———
Stifel Financial Corp
N/A—44,357-44,357-100%$373.9K———
Citadel Advisors LLC
N/A—35,847-35,847-100%$302.2K———
Stratos Wealth Partners, Ltd.
N/A—33,262-33,262-100%$280.4K———
Readystate Asset Management LP
N/A—27,393-27,393-100%$230.9K———
Janney Montgomery Scott LLC
N/A—25,161-25,161-100%$212.0K———
Samara Investment Management, LLC
N/A—22,575-22,575-100%$190.3K———
Virtu Financial LLC
N/A—17,872-17,872-100%$151.0K———
XTX Topco Ltd
N/A—17,056-17,056-100%$143.8K———
Geneos Wealth Management Inc.
N/A—16,020-16,020-100%$135.0K———
Founders Financial Alliance, LLC
N/A—11,657-11,657-100%$98.3K———
Mercer Global Advisors Inc
N/A—10,504-10,504-100%$88.6K———
Susquehanna International Group, LLP
N/A—10,171-10,171-100%$85.7K———
Rivernorth Capital Management, LLC
N/A—10,000-10,000-100%$84.3K———
Harbour Investments, Inc.
N/A—8,710-8,710-100%$73.4K———
Webster Bank, N. A.
N/A—7,973-7,973-100%$67.2K———
Northwestern Mutual Wealth Management Co
N/A—6,036-6,036-100%$50.9K———
BFC Planning, Inc.
N/A—2,468-2,468-100%$20.8K———
Rockefeller Capital Management L.P.
N/A—1,751-1,751-100%$14.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,218-1,218-100%$10.3K———
Marshall Investment Management, LLC
N/A—1,090-1,090-100%$9.2K———
Global Retirement Partners, LLC
N/A—298-298-100%$2.5K———
Whittier Trust Co of Nevada Inc
N/A—131-131-100%$1.1K———
NewEdge Advisors, LLC
N/A—44-44-100%$374———
Showing 78 of 78 institutions