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Nuveen Real Estate Income Fund
JRS

40 hedge funds and large institutions have $31.6M invested in Nuveen Real Estate Income Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

18% more funds holding

Funds holding: 34 → 40 (+6)

1.18% more ownership

Funds ownership: 10.38% → 11.56% (+1.2%)

0% more capital invested

Capital invested by funds: $31.6M → $31.6M (+$17.7K)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.82M
2
RCM
Rivernorth Capital Management
Florida
+$823K
3
LPL Financial
LPL Financial
California
+$524K
4
WC
Whitnell & Co
Illinois
+$449K
5
Morgan Stanley
Morgan Stanley
New York
+$309K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$634K
2
GC
Guggenheim Capital
Illinois
-$352K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$314K
4
OC
Oppenheimer & Co
New York
-$290K
5
HK
Horizon Kinetics
New York
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$127K – – –
MA
27
Marshwinds Advisory
Georgia
$116K – – –
JFG
28
JMG Financial Group
Illinois
$113K – – –
Deutsche Bank
29
Deutsche Bank
Germany
$99K +$112K +10,500 New
Creative Planning
30
Creative Planning
Kansas
$67K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$58K -$10.7K -1,000 -14%
US Bancorp
32
US Bancorp
Minnesota
$38K – – –
DADC
33
D.A. Davidson & Co
Montana
$17K +$7.47K +701 +64%
HF
34
Hoxton Financial
West Virginia
$14K – – –
RIA
35
Regal Investment Advisors
Michigan
$8K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$7K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$7K +$7.5K +704 New
ASN
38
Advisory Services Network
Georgia
$4K +$4.53K +425 New
AIG
39
American International Group
New York
$3.17K – – –
PSI
40
Pinnacle Summer Investments
Virginia
$3K – – –
Ameriprise
41
Ameriprise
Minnesota
– -$634K -60,068 Closed
OC
42
Oppenheimer & Co
New York
– -$290K -27,423 Closed
HK
43
Horizon Kinetics
New York
– -$175K -16,582 Closed
APU
44
Alpine Partners USVI
U.S. Virgin Islands
– -$128K -12,118 Closed
1
2

JRS Hedge Fund Activity: Q4 2013 in Review

40 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2013, worth a combined $31.6M — up 0.06% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRS positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, adding an estimated $1.82M. The largest seller was Ameriprise, exiting entirely with an estimated $634K sold.

  • 40 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2013, up from 34 in Q3 2013.
  • Funds reported $31.6M of Nuveen Real Estate Income Fund stock for Q4 2013, up 0.06% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Estate Income Fund positions in Q4 2013 and 4 closed out, a net change of +6 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2013 was Invesco, an estimated $1.82M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2013 was Ameriprise, an estimated $634K sold.

Based on aggregated 13F filings for Q4 2013.