Purchases and Sales Made in Q4 2023 in Nuveen Real Estate Income Fund (JRS)
This table provides information about the institutional ownership of Nuveen Real Estate Income Fund (JRS) during Q4 2023. The information is specifically focused on institutions that hold shares of NUVEEN REAL ESTATE INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
308KNew |
$1.84M - $2.42M
|
308K
$2.62M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172K+ 564.36% |
$1.02M - $1.35M
|
202K
$1.72M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 132.99% |
$646K - $852K
|
190K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
91.9K+ 51.69% |
$548K - $723K
|
270K
$2.3M
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
90.4K+ 32.41% |
$539K - $710K
|
369K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
85K+ 12.9% |
$506K - $668K
|
744K
$6.33M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46KNew |
$274K - $362K
|
46K
$392K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
39.2K+ 114.58% |
$234K - $308K
|
73.5K
$625K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
34.9KNew |
$208K - $274K
|
34.9K
$297K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
25.9K+ 9.05% |
$154K - $203K
|
312K
$2.65M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.3K+ 6.23% |
$151K - $199K
|
432K
$3.67M
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
24.2KNew |
$144K - $190K
|
24.2K
$206K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24.1K+ 184.67% |
$144K - $190K
|
37.2K
$317K
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
22.9KNew |
$136K - $180K
|
22.9K
$195K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 21.98% |
$103K - $136K
|
96K
$817K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.4KNew |
$91.8K - $121K
|
15.4K
$131K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$87.8K - $116K
|
14.7K
$125K
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
14.3KNew |
$85.2K - $112K
|
14.3K
$122K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
12.7KNew |
$75.8K - $99.9K
|
12.7K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.43K+ 75.12% |
$50.2K - $66.3K
|
19.7K
$167K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.82K+ 90.2% |
$34.7K - $45.7K
|
12.3K
$104K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.47KNew |
$26.7K - $35.2K
|
4.47K
$38.1K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.86K+ 12.23% |
$23K - $30.3K
|
35.4K
$302K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3KNew |
$17.9K - $23.6K
|
3K
$25.5K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3KNew |
$13.7K - $18.1K
|
2.3K
$19.6K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8KNew |
$10.7K - $14.2K
|
1.8K
$15.3K
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.6K+ 9.88% |
$9.54K - $12.6K
|
17.8K
$151K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.23KNew |
$7.34K - $9.68K
|
1.23K
$10.5K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$7.15K - $9.43K
|
1.2K
$10.2K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 2.1% |
$5.96K - $7.86K
|
48.7K
$414K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
932+ 3883.33% |
$5.55K - $7.33K
|
956
$8.14K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
930+ 5.51% |
$5.54K - $7.31K
|
17.8K
$152K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
880+ 5.01% |
$5.24K - $6.92K
|
18.4K
$157K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
510New |
$3.04K - $4.01K
|
510
$4.34K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
363New |
$2.16K - $2.85K
|
363
$3.09K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
315+ 0.47% |
$1.88K - $2.48K
|
67.9K
$578K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
152+ 0.18% |
$906 - $1.19K
|
82.8K
$705K
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
145+ 1.31% |
$864 - $1.14K
|
11.2K
$95.1K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 36.7% |
$477 - $629
|
298
$2.54K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37New |
$221 - $291
|
37
$315
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$5.96 - $7.86
|
1
$8.51
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-167- 1.29% |
$995 - $1.31K
|
12.8K
$109K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-319- 2.68% |
$1.9K - $2.51K
|
11.6K
$98.7K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-662- 72.91% |
$3.95K - $5.2K
|
246
$2.09K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-884- 4.35% |
$5.27K - $6.95K
|
19.5K
$166K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.68K- 5.89% |
$9.99K - $13.2K
|
26.8K
$228K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.69K- 24.14% |
$10.1K - $13.3K
|
5.32K
$45.2K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.88K- 12.92% |
$11.2K - $14.8K
|
12.7K
$108K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.19K- 3.55% |
$19K - $25K
|
86.5K
$736K
|