Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN REAL ESTATE INCOME FD (JRS)

65 + Investors. Track Smart Money conviction in JRS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — JRS

Based on 65 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
65 hedge funds hold JRS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

30 buying27 selling
Last quarter: 30 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 14 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 18% medium 18% new
41 out of 65 hedge funds have held JRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

13 → 9 → 14 → 6 → 8 new funds/Q
New funds entering each quarter: 9 → 14 → 6 → 8. JRS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 3% 1-2yr 28% new
Of 65 current holders: 45 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
10 of 65 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JRS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JRS

How many hedge funds hold JRS — quarterly history vs. share price
Quarterly hedge fund ownership of JRS vs. share price

Market Analysis: JRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JRS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: JRS
2026 Q1 Stats Unlock in 22 days 65 + Investors

Track Smart Money conviction in JRS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 65 -
13F Shares 7M 7M -0.59%
Total Value $50M $54M -6.72%
New Positions 8 6 +2
Increased Positions 22 23 -1
Closed Positions 8 7 +1
Reduced Positions 19 25 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JRS

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Financial Highlights

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Institutional Holders (2026 Q1)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JRS. Verified SEC 13F-HR filings.

Top 22 institutional holders of JRS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Everstar Asset Management, LLC 0.27% 67,254 $502K
2 DECISION INVESTMENTS, INC 0.15% 17,290 $129K
3 Independent Wealth Network Inc. 0.05% 22,322 $167K
4 TrueMark Investments, LLC 0.02% 14,906 $111K
5 Private Advisor Group, LLC 0.01% 398,702 $3.0M
6 FNY Investment Advisers, LLC 0.01% 2,400
7 WEBSTER BANK, N. A. 0.01% 7,973 $59K
8 World Investment Advisors 0.01% 43,410 $324K
9 OPPENHEIMER & CO INC 0.00% 34,614 $258K
10 NBC SECURITIES, INC. 0.00% 4,953 $37K
11 Merit Financial Group, LLC 0.00% 44,183 $330K
12 West Branch Capital LLC 0.00% 1,022 $8K
13 PEOPLES FINANCIAL SERVICES CORP. 0.00% 200 $1K
14 HIGHLINE WEALTH PARTNERS LLC 0.00% 330 $2K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 57,010 $425K
16 Janney Montgomery Scott LLC 0.00% 22,771
17 TRUIST FINANCIAL CORP 0.00% 28,815 $215K
18 Sound Income Strategies, LLC 0.00% 511 $4K
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 10,170 $78K
20 CoreCap Advisors, LLC 0.00% 434 $3K
21 EASTERN BANK 0.00% 400 $3K
22 Farther Finance Advisors, LLC 0.00% 682 $5K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NUVEEN REAL ESTATE INCOME FD (JRS)

What does the Smart Money Trend signal show for JRS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JRS?

Slight buying edge — 53% buying: Last quarter: 30 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JRS holders?

Elite ownership — 40% AUM from top-100 funds: 10 of 65 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JRS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JRS?

63% of holders stayed for 2+ years: 41 out of 65 hedge funds have held JRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.