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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.64% -10.29% 238.65M 83073.47
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.54% 33.00% -- Upgrade

Basic Info

Investment Strategy
The Fund's investment objective is high current income and capital appreciation. Under normal market conditions, the Fund will invest at least 90% of its total assets in income-producing common stocks, preferred stocks, convertible securities and debt securities issued by real estate companies. The Fund has a fundamental policy of concentrating its investments in the U.S. real estate industry and not in any other industry.
General
Security Type Closed-End Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Category Index S&P United States REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name Nuveen Fund Advisors, LLC.
Prospectus Benchmark Index
FTSE Nareit Preferred Stock TR USD 40.00%
Wilshire US RESI TR USD 60.00%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Anthony Manno 17.97 yrs
Kevin Bedell 17.97 yrs
Nathan Gear 4.58 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
14.35%
-18.10%
34.89%
-12.49%
62.86%
-35.53%
13.28%
-3.15%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
6.63%
13.91%
-8.90%
44.44%
-0.82%
39.21%
-22.03%
4.32%
-0.84%
11.75%
-11.10%
53.86%
-9.22%
56.66%
-31.03%
15.69%
-6.41%
3.86%
-4.28%
23.66%
-7.97%
42.55%
-26.44%
9.42%
-5.82%
2.15%
-11.36%
24.14%
-12.47%
28.76%
-25.83%
10.98%
-7.76%
As of May 03, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 1.41% Upgrade Upgrade
Stock 67.05% Upgrade Upgrade
Bond 0.80% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 30.75% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund's investment objective is high current income and capital appreciation. Under normal market conditions, the Fund will invest at least 90% of its total assets in income-producing common stocks, preferred stocks, convertible securities and debt securities issued by real estate companies. The Fund has a fundamental policy of concentrating its investments in the U.S. real estate industry and not in any other industry.
General
Security Type Closed-End Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Category Index S&P United States REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name Nuveen Fund Advisors, LLC.
Prospectus Benchmark Index
FTSE Nareit Preferred Stock TR USD 40.00%
Wilshire US RESI TR USD 60.00%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Anthony Manno 17.97 yrs
Kevin Bedell 17.97 yrs
Nathan Gear 4.58 yrs

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