We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

39 hedge funds and large institutions have $41.3M invested in Nuveen Real Estate Income Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0.26% more ownership

Funds ownership: 13.34% → 13.6% (+0.26%)

4% less capital invested

Capital invested by funds: $43M → $41.3M (-$1.75M)

5% less funds holding

Funds holding: 41 → 39 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
16
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.26M
2
CA
Cornerstone Advisors
North Carolina
+$749K
3
Cohen & Steers
Cohen & Steers
New York
+$349K
4
Bank of America
Bank of America
North Carolina
+$318K
5
WC
Whitnell & Co
Illinois
+$276K

Top Sellers

Rank Fund Capital Flow
1
CAM
Capstone Asset Management
Texas
-$997K
2
GC
Guggenheim Capital
Illinois
-$723K
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$314K
4
Morgan Stanley
Morgan Stanley
New York
-$297K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Marshwinds Advisory
Georgia
$128K – – –
JFG
27
JMG Financial Group
Illinois
$124K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$110K +$49.1K +4,475 +74%
Citigroup
29
Citigroup
New York
$90K -$6.76K -616 -7%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$42K +$43.9K +4,000 New
WRM
31
Westport Resources Management
Connecticut
$29K +$8.77K +800 +40%
AIG
32
American International Group
New York
$24.5K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$21K +$11K +1,000 +100%
HF
34
Hoxton Financial
West Virginia
$16K – – –
DADC
35
D.A. Davidson & Co
Montana
$11K – – –
RIA
36
Regal Investment Advisors
Michigan
$8K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K – – –
PSI
39
Pinnacle Summer Investments
Virginia
$3K – – –
CAM
40
Capstone Asset Management
Texas
– -$997K -89,200 Closed
LTFS
41
Ladenburg Thalmann Financial Services
Florida
– -$263K -23,509 Closed
Creative Planning
42
Creative Planning
Kansas
– -$78K -7,000 Closed
US Bancorp
43
US Bancorp
Minnesota
– -$45K -4,000 Closed
1
2

JRS Hedge Fund Activity: Q3 2014 in Review

39 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2014, worth a combined $41.3M — down 4.1% from $43M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JRS and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Invesco, adding an estimated $1.26M. The largest seller was Capstone Asset Management, exiting entirely with an estimated $997K sold.

  • 39 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2014, down from 41 in Q2 2014.
  • Funds reported $41.3M of Nuveen Real Estate Income Fund stock for Q3 2014, down 4.1% quarter-over-quarter.
  • 2 funds opened new Nuveen Real Estate Income Fund positions in Q3 2014 and 4 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2014 was Invesco, an estimated $1.26M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2014 was Capstone Asset Management, an estimated $997K sold.

Based on aggregated 13F filings for Q3 2014.