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Nuveen Real Estate Income Fund
JRS

42 hedge funds and large institutions have $51.8M invested in Nuveen Real Estate Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $49.5M → $51.8M (+$2.27M)

0.44% more ownership

Funds ownership: 16.13% → 16.57% (+0.44%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

7% less funds holding

Funds holding: 45 → 42 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$1.39M
2
AAM
Advisors Asset Management
Colorado
+$626K
3
CA
Cornerstone Advisors
North Carolina
+$490K
4
CCP
Clough Capital Partners
Massachusetts
+$391K
5
DA
Doliver Advisors
Texas
+$193K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$453K
2
GBA
Garrison Bradford & Associates
New York
-$250K
3
Morgan Stanley
Morgan Stanley
New York
-$240K
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$236K
5
Invesco
Invesco
Georgia
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$152K -$30.9K -3,060 -18%
SFM
27
Signet Financial Management
New Jersey
$152K – – –
JFG
28
JMG Financial Group
Illinois
$128K – – –
AFP
29
Ausdal Financial Partners
Iowa
$122K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$85K +$69K +6,833 +655%
Deutsche Bank
31
Deutsche Bank
Germany
$75K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$52K +$48.6K +4,815 New
Creative Planning
33
Creative Planning
Kansas
$49K +$16.7K +1,657 +58%
IA
34
IFP Advisors
Florida
$28K -$35.3K -3,500 -57%
AIG
35
American International Group
New York
$26K – – –
FANJ
36
Financial Architects (New Jersey)
New Jersey
$22K +$20.2K +2,000 New
GWM
37
Geneos Wealth Management
Colorado
$16K +$15.1K +1,500 New
ST
38
Smithfield Trust
Pennsylvania
$15K -$2.52K -250 -15%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$3K – – –
BCM
40
Blume Capital Management
California
$2K – – –
DADC
41
D.A. Davidson & Co
Montana
$1K – – –
GBA
42
Garrison Bradford & Associates
New York
– -$250K -23,500 Closed
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$236K -22,220 Closed
CRC
44
Curi RMB Capital
Illinois
– -$157K -14,742 Closed
ICAS
45
Investors Capital Advisory Services
Massachusetts
– -$110K -10,440 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
– -$6K -600 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$1K -101 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– +$40 +4 New
1
2

JRS Hedge Fund Activity: Q1 2016 in Review

42 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2016, worth a combined $51.8M — up 4.6% from $49.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JRS and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Citigroup, adding an estimated $1.39M. The largest seller was Cohen & Steers, cutting an estimated $453K.

  • 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2016, down from 45 in Q4 2015.
  • Funds reported $51.8M of Nuveen Real Estate Income Fund stock for Q1 2016, up 4.6% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q1 2016 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2016 was Citigroup, an estimated $1.39M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2016 was Cohen & Steers, an estimated $453K sold.

Based on aggregated 13F filings for Q1 2016.