Nuveen Real Estate Income Fund
JRS
34 hedge funds and large institutions have $31.6M invested in Nuveen Real Estate Income Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
0.51% more ownership
Funds ownership: 9.87% → 10.38% (+0.51%)
7% less capital invested
Capital invested by funds: $33.8M → $31.6M (-$2.2M)
11% less funds holding
Funds holding: 38 → 34 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.54M |
| 2 |
Cohen & Steers
New York
|
+$1.39M |
| 3 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
+$1.26M |
| 4 |
APU
Alpine Partners USVI
St. Thomas,
U.S. Virgin Islands
|
+$134K |
| 5 |
CAM
Capstone Asset Management
Houston,
Texas
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.57M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$564K |
| 3 |
LPL Financial
San Diego,
California
|
-$456K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$186K |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $74K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $74K | +$2.22K | +200 | +3% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $42K | – | – | – |
|
|
HF
29
Hoxton Financial
Shepherdstown,
West Virginia
| $16K | – | – | – |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| $11K | -$49.9K | -4,500 | -80% |
|
|
RIA
31
Regal Investment Advisors
Kentwood,
Michigan
| $9K | – | – | – |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
AIG
33
American International Group
New York
| $3.52K | – | – | – |
|
|
PSI
34
Pinnacle Summer Investments
Fairfax,
Virginia
| $3K | – | – | – |
|
|
RJFSA
35
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$1.57M | -132,354 | Closed |
|
|
36
Mariner
Overland Park,
Kansas
| – | -$186K | -15,662 | Closed |
|
|
SB
37
Suntrust Banks
Atlanta,
Georgia
| – | -$167K | -14,065 | Closed |
|
38
William Blair & Company
Chicago,
Illinois
| – | -$133K | -11,200 | Closed |
|
JRS Hedge Fund Activity: Q3 2013 in Review
34 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2013, worth a combined $31.6M — down 6.5% from $33.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JRS and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $1.54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.57M sold.
- 34 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2013, down from 38 in Q2 2013.
- Funds reported $31.6M of Nuveen Real Estate Income Fund stock for Q3 2013, down 6.5% quarter-over-quarter.
- 1 fund opened new Nuveen Real Estate Income Fund positions in Q3 2013 and 5 closed out, a net change of -4 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q3 2013 was Morgan Stanley, an estimated $1.54M added.
- The largest Nuveen Real Estate Income Fund seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2013.