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Nuveen Real Estate Income Fund
JRS

41 hedge funds and large institutions have $41.2M invested in Nuveen Real Estate Income Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

8% more funds holding

Funds holding: 38 → 41 (+3)

0.05% less ownership

Funds ownership: 13.99% → 13.95% (-0.05%)

15% less capital invested

Capital invested by funds: $48.2M → $41.2M (-$7.04M)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$894K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$793K
3
WAM
Wolverine Asset Management
Illinois
+$615K
4
DA
Doliver Advisors
Texas
+$236K
5
LCM
Landscape Capital Management
New Jersey
+$124K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.34M
2
Invesco
Invesco
Georgia
-$933K
3
Morgan Stanley
Morgan Stanley
New York
-$321K
4
WA
WFG Advisors
Texas
-$278K
5
GC
Guggenheim Capital
Illinois
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
26
JMG Financial Group
Illinois
$121K – – –
ICAS
27
Investors Capital Advisory Services
Massachusetts
$115K – – –
LCM
28
Landscape Capital Management
New Jersey
$113K +$124K +11,100 New
KWMG
29
King Wealth Management Group
Florida
$111K +$122K +10,872 New
Citigroup
30
Citigroup
New York
$92K +$5.57K +498 +6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$77K +$55.9K +5,000 +192%
AIG
32
American International Group
New York
$23.8K – – –
HF
33
Hoxton Financial
West Virginia
$17K – – –
DADC
34
D.A. Davidson & Co
Montana
$11K +$11.2K +1,000 +1,000%
Deutsche Bank
35
Deutsche Bank
Germany
$10K -$11.2K -1,000 -50%
ASN
36
Advisory Services Network
Georgia
$5K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$3K – – –
TSW
38
Thompson Siegel & Walmsley
Virginia
$3K +$3.81K +341 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$2K – – –
BCM
40
Blume Capital Management
California
$2K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2K +$1.12K +100 +100%
WA
42
WFG Advisors
Texas
– -$278K -23,306 Closed
GAM
43
Gemmer Asset Management
California
– -$65K -3,300 Closed
PSI
44
Pinnacle Summer Investments
Virginia
– -$3K -280 Closed
1
2

JRS Hedge Fund Activity: Q2 2015 in Review

41 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2015, worth a combined $41.2M — down 15% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JRS positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $894K. The largest seller was Cornerstone Advisors, cutting an estimated $1.34M.

  • 41 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2015, up from 38 in Q1 2015.
  • Funds reported $41.2M of Nuveen Real Estate Income Fund stock for Q2 2015, down 15% quarter-over-quarter.
  • 6 funds opened new Nuveen Real Estate Income Fund positions in Q2 2015 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2015 was Bank of America, an estimated $894K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2015 was Cornerstone Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2015.