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Nuveen Real Estate Income Fund

43 hedge funds and large institutions have $49.6M invested in Nuveen Real Estate Income Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 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

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

2% more funds holding

Funds holding: 4243 (+1)

0.8% less ownership

Funds ownership: 15.27%14.46% (-0.8%)

6% less capital invested

Capital invested by funds: $52.9M → $49.6M (-$3.32M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$156K +$16K +1,334 +11%
KWMG
27
King Wealth Management Group
Florida
$156K +$24.9K +2,075 +19%
JFG
28
JMG Financial Group
Illinois
$141K
AFP
29
Ausdal Financial Partners
Iowa
$134K
CFP
30
Cornerstone Financial Partners
North Carolina
$132K
AG
31
Advisor Group
Arizona
$111K +$78.3K +6,526 +232%
Citigroup
32
Citigroup
New York
$98K
MFS
33
MSI Financial Services
Massachusetts
$74K -$283K -23,557 -79%
Creative Planning
34
Creative Planning
Kansas
$64K -$667K -55,586 -91%
GWM
35
Geneos Wealth Management
Colorado
$17K
ST
36
Smithfield Trust
Pennsylvania
$17K
MA
37
MUFG Americas
New York
$13K
WA
38
WFG Advisors
Texas
$12K
IA
39
IFP Advisors
Florida
$5K -$69.2K -5,766 -94%
TCM
40
Tradewinds Capital Management
Washington
$5K +$4.8K +400 New
BCM
41
Blume Capital Management
California
$2K
DADC
42
D.A. Davidson & Co
Montana
$1K
SIC
43
Salem Investment Counselors
North Carolina
$193 +$19.5K +1,625 New
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
-$881K -73,424 Closed
Stifel Financial
45
Stifel Financial
Missouri
-$877K -73,085 Closed
CCP
46
Clough Capital Partners
Massachusetts
-$501K -41,742 Closed

JRS Hedge Fund Activity: Q3 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2016, worth a combined $49.6M — down 6.3% from $52.9M a quarter earlier.

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

The largest buyer was Advisors Asset Management, adding an estimated $642K. The largest seller was LPL Financial, cutting an estimated $1.12M.

  • 43 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2016, up from 42 in Q2 2016.
  • Funds reported $49.6M of Nuveen Real Estate Income Fund stock for Q3 2016, down 6.3% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q3 2016 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2016 was Advisors Asset Management, an estimated $642K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2016 was LPL Financial, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2016.