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Morgan Stanley reports 5.2% stake in Nuveen Real Estate Fund (JRS)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

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

  • None.

Negative

  • None.

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.

Reporting period 03/31/2026 Ownership position as of this date
Beneficial ownership 1,489,843 shares Amount held by Morgan Stanley reporting units
Percent of class 5.2% Percentage of common shares outstanding
Shared voting power 1 Shared power to vote reported by filers
Shared dispositive power 1,489,843 Shared power to dispose of the shares
CUSIP 67071B108 Identifier for Common Shares
Filing signature date 05/12/2026 Date authorized signatories signed the Schedule 13G
Schedule 13G regulatory
"Item 2. | (a) | Name of person filing: ... (form type indicated)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
shared dispositive power regulatory
"7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power 1,489,843.00"
Joint Filing Agreement regulatory
"Exhibit Information EXHIBIT NO. EXHIBITS 99.1 Joint Filing Agreement"
Release No. 34-39538 regulatory
"* In Accordance with the Release No. 34-39538 (January 12, 1998) ..."

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FAQ

What stake does Morgan Stanley report in Nuveen Real Estate Income Fund (JRS)?

Morgan Stanley and Morgan Stanley Smith Barney LLC report beneficial ownership of 1,489,843 shares, representing 5.2% of the class as of 03/31/2026. The disclosure appears on a Schedule 13G joint filing.

What voting and dispositive powers are disclosed in the Schedule 13G for JRS?

The filing reports shared voting power of 1 and shared dispositive power of 1,489,843 shares for the reporting entities. These entries identify how authority is allocated among Morgan Stanley reporting units.

Which exhibits are attached to the Schedule 13G for Nuveen Real Estate Income Fund?

The filing references Exhibit 99.1 (Joint Filing Agreement) and Exhibit 99.2 (Item 7 subsidiary identification and classification), which provide parties' agreement and subsidiary attribution details.

What are the key dates in the Schedule 13G filing for JRS?

The ownership position is stated as of 03/31/2026, and the Schedule 13G bears signature dates of 05/12/2026 by authorized Morgan Stanley signatories.

Does this Schedule 13G indicate active control or takeover intent for JRS?

No active control is indicated; the filing follows Schedule 13G reporting conventions for institutional holders and notes aggregation across MS reporting units per the cited Release. Voting/dispositive entries show shared powers rather than sole control.





67071B108

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:05/12/2026
Morgan Stanley Smith Barney LLC
Signature:David Galasso
Name/Title:Authorized Signatory, Morgan Stanley Smith Barney LLC
Date:05/12/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).