Nuveen Real Estate Income Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.80 M | $15.16 M | 7.31% | 6.23% |
| KANEN WEALTH MANAGEMENT LLC | 08/13/2026 | 736.17 K | $6.27 M | 39.41% | 2.55% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 681.02 K | $5.74 M | 8.90% | 2.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 638.69 K | $5.38 M | -2.98% | 2.21% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 483.43 K | $4.08 M | 15.62% | 1.67% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 409.04 K | $3.45 M | 2.59% | 1.42% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 340.48 K | $2.87 M | 63.37% | 1.18% |
| LPL FINANCIAL LLC | 08/07/2026 | 227.93 K | $1.92 M | 4.87% | 0.79% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 175.48 K | $1.48 M | 10.90% | 0.61% |
| ROYAL BANK OF CANADA | 08/14/2026 | 141.81 K | $1.20 M | -7.17% | 0.49% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 132.16 K | $1.11 M | -26.63% | 0.46% |
| UBS GROUP AG | 08/13/2026 | 117.12 K | $987.36 K | -3.13% | 0.41% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 116.58 K | $982.77 K | 6.85% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 105.65 K | $890.62 K | 11.30% | 0.37% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 98.46 K | $830.05 K | 0.00% | 0.34% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 90.50 K | $762.93 K | 0.40% | 0.31% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 73.96 K | $627.81 K | -31.27% | 0.26% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 67.25 K | $566.95 K | 0.00% | 0.23% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 59.70 K | $503.27 K | 3.83% | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 57.14 K | $481.73 K | 0.24% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 54.27 K | $457.45 K | -4.09% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 46.88 K | $395.20 K | 6.11% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 44.56 K | $375.67 K | 0.03% | 0.15% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 44.36 K | $373.93 K | -2.77% | 0.15% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 38.85 K | $327.51 K | -1.27% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 35.85 K | $302.19 K | 79.27% | 0.12% |
| OPPENHEIMER & CO INC | 08/03/2026 | 35.12 K | $296.09 K | 1.47% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 33.26 K | $280.40 K | -18.68% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 29.77 K | $250.93 K | -11.91% | 0.10% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 28.82 K | $242.91 K | 0.00% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 27.39 K | $230.92 K | 160.22% | 0.09% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 25.93 K | $218.60 K | -41.31% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 25.16 K | $212.00 K | 10.50% | 0.09% |
| SAMARA INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 22.58 K | $190.31 K | 0.00% | 0.08% |
| INDEPENDENT WEALTH NETWORK INC. | 07/20/2026 | 22.44 K | $189.19 K | 0.54% | 0.08% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 22.36 K | $192.78 K | -30.90% | 0.08% |
| STONEX GROUP INC. | 08/12/2026 | 22.31 K | $191.57 K | 29.13% | 0.08% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 22.09 K | $186.23 K | 0.00% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 18.52 K | $156.00 K | -4.68% | 0.06% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 17.87 K | $151.00 K | 100.00% | 0.06% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 17.24 K | $145.33 K | -0.29% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 17.06 K | $143.78 K | 8.57% | 0.06% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 16.02 K | $135.05 K | 0.00% | 0.06% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 14.62 K | $123.25 K | -1.92% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 11.66 K | $98.27 K | 0.26% | 0.04% |
| SIGNATUREFD, LLC | 07/24/2026 | 10.60 K | $89.36 K | 100.00% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 10.50 K | $88.55 K | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 10.17 K | $85.74 K | 100.00% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 10.17 K | $86.82 K | -0.04% | 0.04% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 10.02 K | $84.44 K | 100.00% | 0.03% |
Nuveen Real Estate Income Fund. institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of Nuveen Real Estate Income Fund.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.8 M
Kanen Wealth Management LLC: 736,168
Baird Financial Group, Inc.: 681,021
Advisors Asset Management, Inc.: 638,694
Pathstone Holdings, LLC: 483,433
Private Advisor Group, LLC: 409,044
25.51% of Nuveen Real Estate Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 9.85 M shares in the last 24 months. This purchase volume represents approximately $77.60 M in transactions.