Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Nuveen Real Estate Income Fund (JRS)  
$7.50 0.08 (1.08%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    5
Total shares held : 
5,840,103  
% of shares held : 
20.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
256,515  
% of shares held change : 
  0.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$6.65  
Last Quarter's Ending Price : 
$7.82  
Last Quarter's Average Price
$6.88  
Change from last quarter's     
avg. price to the last closing  : 
0.62 (9.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 160,306
 2.74%
 
Increased Positions :
22
 531,945
 9.11%
 
Unchanged Positions :
14
 553,549
 9.48%
 
Decreased Positions :
18
-258,156
-4.42%
 
Closed Positions :
8
-177,580
-3.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3654 - 2023-12-31 822,629 $6,433,000 -65,946
   FIXED INCOME SECURITIES INC 210 - 2023-12-31 743,565 $5,815,000 27,463
   Baird Financial Group Inc. 779 - 2023-12-31 431,738 $3,376,000 25,313
   COMMONWEALTH EQUITY SERVICES LLC. 1476 - 2024-03-31 385,356 $3,044,000 -92,461
   Private Advisor Group LLC 683 - 2024-03-31 329,658 $2,604,000 18,092
   Pathstone Holdings LLC 671 - 2023-12-31 308,336 $2,411,000 0
   CNH PARTNERS LLC 176 - 2023-12-31 269,836 $2,110,000 91,946
   BANK OF AMERICA CORP /DE/ 3683 - 2023-12-31 202,093 $1,580,000 58,692
   WOLVERINE ASSET MANAGEMENT LLC 215 - 2023-12-31 182,764 $1,429,000 -34,708
   LPL FINANCIAL CORP 2834 - 2024-03-31 177,640 $1,403,000 -12,267
   WELLS FARGO & CO/MN 2852 - 2024-03-31 159,463 $1,260,000 4,660
   Cornerstone Advisors LLC 263 - 2024-03-31 142,644 $1,127,000 -226,479
   AMERIPRISE FINANCIAL INC 3152 - 2023-12-31 111,423 $888,000 -16,229
   Advisor Group Holdings Inc. 2486 - 2024-03-31 107,297 $848,000 27,088
   1607 CAPITAL PARTNERS, LLC 127 - 2023-12-31 100,727 $788,000 0
   ROYAL BANK OF CANADA 3307 - 2023-12-31 95,987 $751,000 17,297
   COHEN & STEERS INC 259 - 2023-12-31 90,300 $706,000 0
   FINANCIAL NETWORK 1642 - 2023-12-31 86,494 $676,000 -3,185
   UBS Group AG 3747 - 2023-12-31 82,799 $647,000 152
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 406 - 2024-03-31 79,757 $630,000 6,282
   Mutual Advisors LLC 624 - 2024-03-31 76,844 $607,000 8,969
   ADVISOR PARTNERS II LLC 761 *New 2023-09-30 68,152 $457,000 68,152
   Rockefeller Capital Management L.P. 1404 - 2023-12-31 48,700 $381,000 1,000
   Steward Partners Investment Advisory LLC 1133 *New 2023-12-31 46,040 $360,000 46,040
   GUGGENHEIM CAPITAL LLC 1673 - 2023-12-31 37,224 $291,000 24,148
   OPPENHEIMER & CO INC 1213 - 2024-03-31 35,561 $281,000 129
   ENVESTNET ASSET MANAGEMENT INC 3660 - 2023-12-31 33,668 $263,000 -4,394
   Genesee Capital Advisors LLC 113 - 2024-03-31 24,206 $191,000 0
   JANNEY MONTGOMERY SCOTT LLC 2575 - 2024-03-31 23,754 $188,000 -3,007
   Fortitude Advisory Group L.L.C. 199 - 2024-03-31 22,775 $180,000 0
   Flow State Investments L.P. 82 *New 2023-12-31 22,865 $179,000 22,865
   Kestra Advisory Services LLC 2136 - 2023-12-31 19,650 $154,000 8,429
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3131 - 2024-03-31 18,959 $150,000 -500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3076 - 2024-03-31 18,391 $145,000 4,446
   STIFEL FINANCIAL CORP 3096 - 2023-12-31 18,442 $144,000 880
   Quantedge Capital Pte Ltd 105 - 2023-12-31 17,800 $139,000 1,600
   Walleye Trading Advisors LLC 1493 - 2023-12-31 15,888 $124,000 -22,000
   AXXCESS WEALTH MANAGEMENT LLC 804 *New 2023-12-31 15,400 $120,000 15,400
   KARPUS MANAGEMENT INC 254 *New 2023-12-31 14,300 $112,000 14,300
   RAYMOND JAMES & ASSOCIATES 3665 - 2024-03-31 12,805 $101,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2265 - 2024-03-31 12,700 $100,000 1,300
   Cetera Investment Advisers 2126 - 2023-12-31 12,659 $99,000 -1,879
   FORTE CAPITAL LLC /ADV 225 *New 2023-12-31 12,711 $99,000 12,711
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1784 - 2023-12-31 12,264 $96,000 5,816
   Atria Wealth Solutions Inc. 1835 - 2023-12-31 11,600 $91,000 -319
   Commonwealth Financial Services LLC 176 - 2023-12-31 11,178 $87,000 145
   H D Vest Advisory Services 1587 *New 2024-03-31 11,036 $87,000 11,036
   Advisor Resource Council 222 *New 2024-03-31 10,745 $84,000 10,745
   WEBSTER BANK 315 - 2024-03-31 7,973 $63,000 0
   NBC SECURITIES INC. 1177 - 2024-03-31 5,317 $42,000 0
   Able Wealth Management LLC 157 - 2023-12-31 4,474 $35,000 0
   ANCORA ADVISORS, LLC 1042 - 2023-12-31 3,400 $27,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 540 - 2024-03-31 3,000 $24,000 0
   Lindbrook Capital LLC 1106 - 2024-03-31 3,000 $24,000 0
   FNY Investment Advisers LLC 364 - 2024-03-31 2,400 $18,000 2,400
   HARBOUR INVESTMENTS INC. 1897 - 2023-12-31 2,275 $18,000 0
   EverSource Wealth Advisors LLC 1415 - 2023-12-31 1,800 $14,000 0
   Ahrens Investment Partners LLC 622 *New 2023-03-31 1,365 $10,000 1,365
   PNC FINANCIAL SERVICES GROUP INC 3706 *New 2024-03-31 1,165 $9,000 1,165
   HAZLETT BURT & WATSON INC. 533 - 2024-03-31 1,000 $8,000 0
   BENJAMIN EDWARDS INC 664 *New 2024-03-31 600 $5,000 600
   BAYSTATE WEALTH MANAGEMENT LLC 925 *New 2023-12-31 510 $4,000 510
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 740 - 2024-03-31 298 $2,000 0
   PEOPLES FINANCIAL SERVICES CORP. 235 - 2024-03-31 200 $2,000 0
   PRINCIPAL SECURITIES INC. 2874 - 2024-03-31 200 $2,000 -163
   Global Retirement Partners LLC 2781 - 2024-03-31 246 $2,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5278 *Closed 2024-03-31 0 $0 -14,739
   ADVISORY SERVICES NETWORK, LLC 1534 *Closed 2024-03-31 0 $0 -1,803
   PROEQUITIES INC. 2605 - 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 5768 *Closed 2024-03-31 0 $0 -956
   Independent Wealth Network Inc. 61 *Closed 2024-03-31 0 $0 -17,816
   SABA CAPITAL MANAGEMENT, L.P. 475 *Closed 2023-12-31 0 $0 -108,742
   Logan Stone Capital LLC 174 *Closed 2023-12-31 0 $0 -23,424
   IFP Advisors Inc 3200 *Closed 2023-12-31 0 $0 -2,314
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 719 - 2024-03-31 0 $0 -1,200
   ELEQUIN CAPITAL LP 462 *Closed 2023-12-31 0 $0 -17,172
   GRADIENT INVESTMENTS LLC 1861 *Closed 2024-03-31 0 $0 -1,232
   Beacon Pointe Advisors LLC 1344 *Closed 2023-12-31 0 $0 -13,100
   BENJAMIN F. EDWARDS & COMPANY INC. 2235 *Closed 2024-03-31 0 $0 -2,300
   Goss Wealth Management LLC 3922 - 2023-12-31 37 $0 37

  80 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results