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Nuveen Real Estate Income Fund
JRS

42 hedge funds and large institutions have $52.9M invested in Nuveen Real Estate Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

2% more capital invested

Capital invested by funds: $51.8M → $52.9M (+$1.12M)

0% more funds holding

Funds holding: 42 → 42 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.3% less ownership

Funds ownership: 16.57% → 15.27% (-1.3%)

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$899K
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$814K
3
Stifel Financial
Stifel Financial
Missouri
+$810K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$806K
5
Creative Planning
Creative Planning
Kansas
+$626K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.93M
2
Citigroup
Citigroup
New York
-$2.41M
3
CA
Cornerstone Advisors
North Carolina
-$1.09M
4
DA
Doliver Advisors
Texas
-$515K
5
CCP
Clough Capital Partners
Massachusetts
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
YP
26
Yellowstone Partners
Idaho
$203K +$11.2K +1,011 +6%
RA
27
RMR Advisors
Massachusetts
$200K – – –
JFG
28
JMG Financial Group
Illinois
$142K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$141K -$24.1K -2,178 -16%
AFP
30
Ausdal Financial Partners
Iowa
$135K – – –
RJA
31
Raymond James & Associates
Florida
$134K +$124K +11,151 New
CFP
32
Cornerstone Financial Partners
North Carolina
$132K +$122K +11,000 New
KWMG
33
King Wealth Management Group
Florida
$132K +$122K +11,022 New
Citigroup
34
Citigroup
New York
$99K -$2.41M -217,816 -96%
IA
35
IFP Advisors
Florida
$74K +$38.8K +3,500 +132%
AG
36
Advisor Group
Arizona
$32K +$31.2K +2,814 New
GWM
37
Geneos Wealth Management
Colorado
$17K – – –
ST
38
Smithfield Trust
Pennsylvania
$17K – – –
MA
39
MUFG Americas
New York
$13K +$12.4K +1,121 New
WA
40
WFG Advisors
Texas
$12K +$11.1K +1,000 New
BCM
41
Blume Capital Management
California
$2K – – –
DADC
42
D.A. Davidson & Co
Montana
$1K – – –
CA
43
Cornerstone Advisors
North Carolina
– -$1.09M -100,553 Closed
DA
44
Doliver Advisors
Texas
– -$515K -47,508 Closed
SG Americas Securities
45
SG Americas Securities
New York
– -$158K -14,621 Closed
SFM
46
Signet Financial Management
New Jersey
– -$152K -14,050 Closed
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
– -$52K -4,815 Closed
AIG
48
American International Group
New York
– -$26K -2,333 Closed
FANJ
49
Financial Architects (New Jersey)
New Jersey
– -$22K -2,000 Closed
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
– -$3K -300 Closed
1
2

JRS Hedge Fund Activity: Q2 2016 in Review

42 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2016, worth a combined $52.9M — up 2.2% from $51.8M a quarter earlier.

Fund positioning in JRS was balanced in Q2 2016: 9 funds opened new positions, 9 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $899K. The largest seller was LPL Financial, cutting an estimated $4.93M.

  • 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $52.9M of Nuveen Real Estate Income Fund stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q2 2016 and 9 closed out, a net change of 0 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2016 was Cohen & Steers, an estimated $899K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2016 was LPL Financial, an estimated $4.93M sold.

Based on aggregated 13F filings for Q2 2016.