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Nuveen Real Estate Income Fund
JRS

38 hedge funds and large institutions have $35.9M invested in Nuveen Real Estate Income Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $31.6M → $35.9M (+$4.3M)

0.07% more ownership

Funds ownership: 11.56% → 11.63% (+0.07%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

5% less funds holding

Funds holding: 40 → 38 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.69M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$1.09M
3
RCM
Robinson Capital Management
Michigan
+$775K
4
BKBG
BHF Kleinwort Benson Group
Belgium
+$638K
5
LPL Financial
LPL Financial
California
+$283K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$923K
2
RCM
Rivernorth Capital Management
Florida
-$735K
3
GC
Guggenheim Capital
Illinois
-$637K
4
Cohen & Steers
Cohen & Steers
New York
-$534K
5
MIG
Mariner Investment Group
New York
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$90K -$130K -12,492 -60%
Creative Planning
27
Creative Planning
Kansas
$75K – – –
WAM
28
Wolverine Asset Management
Illinois
$69K -$183K -17,595 -73%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$56K -$8.34K -800 -13%
US Bancorp
30
US Bancorp
Minnesota
$43K – – –
DADC
31
D.A. Davidson & Co
Montana
$22K +$3.12K +299 +17%
HF
32
Hoxton Financial
West Virginia
$16K – – –
RIA
33
Regal Investment Advisors
Michigan
$9K – – –
SNT
34
Security National Trust
West Virginia
$9K +$8.34K +800 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$7K – – –
AIG
36
American International Group
New York
$3.57K – – –
PSI
37
Pinnacle Summer Investments
Virginia
$3K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K +$3.13K +300 New
RCM
39
Rivernorth Capital Management
Florida
– -$735K -77,227 Closed
MIG
40
Mariner Investment Group
New York
– -$256K -26,881 Closed
WAM
41
Weiss Asset Management
Massachusetts
– -$245K -25,778 Closed
SG Americas Securities
42
SG Americas Securities
New York
– -$235K -24,737 Closed
Deutsche Bank
43
Deutsche Bank
Germany
– -$99K -10,500 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$7K -704 Closed
ASN
45
Advisory Services Network
Georgia
– -$4K -425 Closed
1
2

JRS Hedge Fund Activity: Q1 2014 in Review

38 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2014, worth a combined $35.9M — up 14% from $31.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JRS and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Invesco, adding an estimated $1.69M. The largest seller was Bank of America, cutting an estimated $923K.

  • 38 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2014, down from 40 in Q4 2013.
  • Funds reported $35.9M of Nuveen Real Estate Income Fund stock for Q1 2014, up 14% quarter-over-quarter.
  • 5 funds opened new Nuveen Real Estate Income Fund positions in Q1 2014 and 7 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2014 was Invesco, an estimated $1.69M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2014 was Bank of America, an estimated $923K sold.

Based on aggregated 13F filings for Q1 2014.