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Nuveen Real Estate Income Fund
JRS

42 hedge funds and large institutions have $41.1M invested in Nuveen Real Estate Income Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 41 → 42 (+1)

0.21% more ownership

Funds ownership: 13.95% → 14.16% (+0.21%)

0% less capital invested

Capital invested by funds: $41.2M → $41.1M (-$25.8K)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.45M
2
Wells Fargo
Wells Fargo
California
+$971K
3
Bank of America
Bank of America
North Carolina
+$316K
4
UBS Group
UBS Group
Switzerland
+$314K
5
CRC
Curi RMB Capital
Illinois
+$226K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$801K
2
Morgan Stanley
Morgan Stanley
New York
-$558K
3
WAM
Wolverine Asset Management
Illinois
-$488K
4
Cohen & Steers
Cohen & Steers
New York
-$318K
5
GC
Guggenheim Capital
Illinois
-$311K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$124K -$14.7K -1,414 -10%
JFG
27
JMG Financial Group
Illinois
$119K – – –
ICAS
28
Investors Capital Advisory Services
Massachusetts
$104K -$9.02K -865 -8%
WAM
29
Wolverine Asset Management
Illinois
$82K -$488K -46,800 -85%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$26K -$52.1K -5,000 -66%
AIG
31
American International Group
New York
$23K – – –
HF
32
Hoxton Financial
West Virginia
$17K – – –
DADC
33
D.A. Davidson & Co
Montana
$11K – – –
Deutsche Bank
34
Deutsche Bank
Germany
$10K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$10K +$10.4K +1,000 New
ASN
36
Advisory Services Network
Georgia
$5K +$115 +11 +2%
Creative Planning
37
Creative Planning
Kansas
$5K +$5.21K +500 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K – – –
WCM
39
Windsor Capital Management
Arizona
$3K +$3.13K +300 New
BCM
40
Blume Capital Management
California
$2K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1K -$990 -95 -48%
LCM
43
Landscape Capital Management
New Jersey
– -$113K -11,100 Closed
KWMG
44
King Wealth Management Group
Florida
– -$111K -10,872 Closed
TSW
45
Thompson Siegel & Walmsley
Virginia
– -$3K -341 Closed
1
2

JRS Hedge Fund Activity: Q3 2015 in Review

42 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2015, worth a combined $41.1M — down 0.06% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JRS positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.45M. The largest seller was Invesco, cutting an estimated $801K.

  • 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2015, up from 41 in Q2 2015.
  • Funds reported $41.1M of Nuveen Real Estate Income Fund stock for Q3 2015, down 0.06% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q3 2015 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2015 was Advisors Asset Management, an estimated $1.45M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2015 was Invesco, an estimated $801K sold.

Based on aggregated 13F filings for Q3 2015.