Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NUVEEN REAL ESTATE INCOME FD (JRS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — JRS

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
75 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

35 buying28 selling
Last quarter: 35 funds bought or added vs 28 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 6 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 16% medium 24% new
45 out of 75 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.
➡️

Steady discovery — ~12 new funds/quarter

10 → 15 → 6 → 8 → 12 new funds/Q
New funds entering each quarter: 15 → 6 → 8 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 5% 1-2yr 29% new
Of 75 current holders: 49 (65%) 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.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
12 of 75 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — JRS

In 2026 Q1, 35 hedge funds were net buyers of JRS (12 opened a new position, 23 added to an existing one), while 28 reduced or exited (26 trimmed, 2 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 39% of total institutional value in JRS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 75.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy NUVEEN REAL ESTATE INCOME FD (JRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JRS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 70d ago
JRS
+13.6%
XLF
+5.8%

JRS outperformed XLF by +7.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
JRS
+5.0%
XLF
+2.2%

Since the filing became public, JRS outperformed XLF by +2.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: JRS
75 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 75 65 15.38%
13F Shares 7M 7M 6.42%
Total Value $52M $50M 2.88%
New Positions 12 8 +4
Increased Positions 23 22 +1
Closed Positions 2 9 -7
Reduced Positions 26 19 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JRS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

75 + investors

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

QUARTER:
Top 25 institutional holders of JRS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kanen Wealth Management LLC 1.42% 528,047 $3.9M
2 Closed-End Fund Advisors, Inc. 0.83% 109,110 $814K
3 Advisory Advocates, LLC 0.30% 39,350 $301K
4 Everstar Asset Management, LLC 0.27% 67,254 $502K
5 Samara Investment Management, LLC 0.17% 22,575 $168K
6 DECISION INVESTMENTS, INC 0.15% 17,290 $129K
7 Shaker Financial Services, LLC 0.09% 32,364 $248K
8 Advisors Asset Management, Inc. 0.08% 658,322 $4.9M
9 Fortitude Advisory Group L.L.C. 0.07% 22,091 $165K
10 Independent Wealth Network Inc. 0.05% 22,322 $167K
11 NWF Advisory Services Inc. 0.05% 57,500 $429K
12 TrueMark Investments, LLC 0.02% 14,906 $111K
13 Founders Financial Alliance, LLC 0.02% 11,627 $87K
14 Mutual Advisors, LLC 0.01% 90,143 $672K
15 Private Advisor Group, LLC 0.01% 398,702 $3.0M
16 Pathstone Holdings, LLC 0.01% 418,120 $3.1M
17 WOLVERINE ASSET MANAGEMENT LLC 0.01% 158,233 $1.2M
18 Advisory Services Network, LLC 0.01% 98,459 $735K
19 FNY Investment Advisers, LLC 0.01% 2,400
20 Baird Financial Group, Inc. 0.01% 625,379 $4.7M
21 StoneX Group Inc. 0.01% 17,280 $132K
22 WEBSTER BANK, N. A. 0.01% 7,973 $59K
23 Marshall & Sterling Wealth Advisors Inc. 0.01% 1,141 $9K
24 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% 14,906 $111K
25 World Investment Advisors 0.01% 43,410 $324K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JRS?

Slight buying edge — 56% buying: Last quarter: 35 funds bought or added vs 28 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?

Strong quality — 39% AUM from major funds: 12 of 75 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JRS?

60% of holders stayed for 2+ years: 45 out of 75 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.

Is it too late to buy NUVEEN REAL ESTATE INCOME FD (JRS) following the 2026 Q1 hedge fund 13F filings?

As of today, JRS has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), JRS has gained +13.6% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →