We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

41 hedge funds and large institutions have $43M invested in Nuveen Real Estate Income Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $35.9M → $43M (+$7.12M)

8% more funds holding

Funds holding: 38 → 41 (+3)

1.72% more ownership

Funds ownership: 11.63% → 13.34% (+1.7%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$1.93M
2
Invesco
Invesco
Georgia
+$1.25M
3
RCM
Robinson Capital Management
Michigan
+$1.23M
4
WAM
Wolverine Asset Management
Illinois
+$1.21M
5
CA
Cornerstone Advisors
North Carolina
+$699K

Top Sellers

Rank Fund Capital Flow
1
BKBG
BHF Kleinwort Benson Group
Belgium
-$656K
2
GC
Guggenheim Capital
Illinois
-$652K
3
WC
Whitnell & Co
Illinois
-$162K
4
LPL Financial
LPL Financial
California
-$113K
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$94.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Marshwinds Advisory
Georgia
$136K – – –
JFG
27
JMG Financial Group
Illinois
$132K – – –
DA
28
Doliver Advisors
Texas
$123K +$120K +11,002 New
Citigroup
29
Citigroup
New York
$102K +$8.48K +774 +9%
Creative Planning
30
Creative Planning
Kansas
$78K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$68K +$8.49K +775 +15%
US Bancorp
32
US Bancorp
Minnesota
$45K – – –
AIG
33
American International Group
New York
$26.1K +$21.9K +2,000 +601%
WRM
34
Westport Resources Management
Connecticut
$22K +$21.9K +2,000 New
HF
35
Hoxton Financial
West Virginia
$17K – – –
DADC
36
D.A. Davidson & Co
Montana
$12K -$11K -1,000 -48%
Deutsche Bank
37
Deutsche Bank
Germany
$11K +$11K +1,000 New
RIA
38
Regal Investment Advisors
Michigan
$9K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$6K -$1.94K -177 -26%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$3K – – –
PSI
41
Pinnacle Summer Investments
Virginia
$3K – – –
BKBG
42
BHF Kleinwort Benson Group
Belgium
– -$656K -61,241 Closed
SNT
43
Security National Trust
West Virginia
– -$9K -800 Closed
1
2

JRS Hedge Fund Activity: Q2 2014 in Review

41 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2014, worth a combined $43M — up 20% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JRS positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.93M. The largest seller was BHF Kleinwort Benson Group, exiting entirely with an estimated $656K sold.

  • 41 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2014, up from 38 in Q1 2014.
  • Funds reported $43M of Nuveen Real Estate Income Fund stock for Q2 2014, up 20% quarter-over-quarter.
  • 5 funds opened new Nuveen Real Estate Income Fund positions in Q2 2014 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2014 was Cohen & Steers, an estimated $1.93M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2014 was BHF Kleinwort Benson Group, an estimated $656K sold.

Based on aggregated 13F filings for Q2 2014.