Morgan Stanley reports 5.2% stake in Nuveen Real Estate Fund (JRS)
Rhea-AI Filing Summary
Nuveen Real Estate Income Fund ownership disclosure: Morgan Stanley and Morgan Stanley Smith Barney LLC report beneficial ownership of 1,489,843 shares of Common Shares (CUSIP 67071B108) as of 03/31/2026, representing 5.2% of the class. The Schedule 13G filing attributes shared voting power of 1 and shared dispositive power of 1,489,843 to the reporting entities. The joint filing references Exhibit 99.1 (Joint Filing Agreement) and Exhibit 99.2 (Item 7 subsidiary details) and is signed by authorized Morgan Stanley representatives on 05/12/2026.
Positive
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Negative
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Insights
Large passive holding disclosed by Morgan Stanley reporting units.
The filing shows 1,489,843 shares owned collectively by MS reporting units, equal to 5.2% of the common shares as of 03/31/2026. The Schedule 13G structure and shared voting/dispositive entries are consistent with institutional, non‑active investor reporting.
Exhibit references (99.1/99.2) identify the filing agreement and subsidiary attribution; subsequent filings or proxy materials would be the place to confirm any change in voting intent or control.
Filing follows passive investor disclosure conventions under Schedule 13G.
The cover data lists citizenship as Delaware and cites the Release No. 34-39538 note describing aggregation across MS reporting units. Signature blocks dated 05/12/2026 complete the filing formalities.
Investors seeking entity-level attribution should consult Exhibit 99.2 for the subsidiary identification required under Item 7.
Key Figures
Key Terms
Schedule 13G regulatory
Joint Filing Agreement regulatory
Release No. 34-39538 regulatory
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