We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

45 hedge funds and large institutions have $49.5M invested in Nuveen Real Estate Income Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $41.1M → $49.5M (+$8.37M)

7% more funds holding

Funds holding: 42 → 45 (+3)

1.97% more ownership

Funds ownership: 14.16% → 16.13% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.63M
2
AAM
Advisors Asset Management
Colorado
+$2.91M
3
Citigroup
Citigroup
New York
+$757K
4
MCM
Moore Capital Management
New York
+$553K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$238K

Top Sellers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
-$1.74M
2
Invesco
Invesco
Georgia
-$733K
3
GC
Guggenheim Capital
Illinois
-$486K
4
Morgan Stanley
Morgan Stanley
New York
-$333K
5
Cohen & Steers
Cohen & Steers
New York
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RMR Advisors
Massachusetts
$177K – – –
YP
27
Yellowstone Partners
Idaho
$163K +$243 +23 +0.1%
CRC
28
Curi RMB Capital
Illinois
$157K -$73.8K -6,981 -32%
FIG
29
Fusion Investment Group
Pennsylvania
$156K -$42.9K -4,059 -22%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$154K +$17.8K +1,687 +13%
SFM
31
Signet Financial Management
New Jersey
$149K +$149K +14,050 New
JFG
32
JMG Financial Group
Illinois
$126K – – –
AFP
33
Ausdal Financial Partners
Iowa
$119K +$119K +11,240 New
ICAS
34
Investors Capital Advisory Services
Massachusetts
$110K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$74K +$63.5K +6,000 +600%
IA
36
IFP Advisors
Florida
$65K +$65K +6,150 New
Creative Planning
37
Creative Planning
Kansas
$30K +$24.9K +2,350 +470%
AIG
38
American International Group
New York
$25K – – –
ST
39
Smithfield Trust
Pennsylvania
$18K +$17.5K +1,650 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$11K +$8.93K +844 +422%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$6K -$21.2K -2,000 -77%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$3K – – –
BCM
43
Blume Capital Management
California
$2K – – –
DADC
44
D.A. Davidson & Co
Montana
$1K -$10.6K -1,000 -91%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1K – – –
WAM
46
Wolverine Asset Management
Illinois
– -$82K -8,205 Closed
HF
47
Hoxton Financial
West Virginia
– -$17K -1,500 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$10K -1,000 Closed
ASN
49
Advisory Services Network
Georgia
– -$5K -492 Closed
WCM
50
Windsor Capital Management
Arizona
– -$3K -300 Closed
1
2

JRS Hedge Fund Activity: Q4 2015 in Review

45 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2015, worth a combined $49.5M — up 20% from $41.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JRS positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.63M. The largest seller was Clough Capital Partners, cutting an estimated $1.74M.

  • 45 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2015, up from 42 in Q3 2015.
  • Funds reported $49.5M of Nuveen Real Estate Income Fund stock for Q4 2015, up 20% quarter-over-quarter.
  • 8 funds opened new Nuveen Real Estate Income Fund positions in Q4 2015 and 5 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2015 was LPL Financial, an estimated $3.63M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2015 was Clough Capital Partners, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2015.