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Nuveen Real Estate Income Fund
JRS

44 hedge funds and large institutions have $43.1M invested in Nuveen Real Estate Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 43 → 44 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.63% less ownership

Funds ownership: 14.46% → 13.83% (-0.63%)

13% less capital invested

Capital invested by funds: $49.6M → $43.1M (-$6.5M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.59M
2
PAG
Private Advisor Group
New Jersey
+$729K
3
UBS Group
UBS Group
Switzerland
+$427K
4
RCM
Rivernorth Capital Management
Florida
+$271K
5
WAM
Weiss Asset Management
Massachusetts
+$262K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.9M
2
Bank of America
Bank of America
North Carolina
-$1.52M
3
Cohen & Steers
Cohen & Steers
New York
-$953K
4
MCM
Moore Capital Management
New York
-$503K
5
GC
Guggenheim Capital
Illinois
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$164K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$157K +$15.5K +1,469 +11%
RA
28
RMR Advisors
Massachusetts
$143K – – –
KWMG
29
King Wealth Management Group
Florida
$141K – – –
JFG
30
JMG Financial Group
Illinois
$127K – – –
AFP
31
Ausdal Financial Partners
Iowa
$121K – – –
RVM
32
Robinson Value Management
Texas
$111K +$109K +10,292 New
Citigroup
33
Citigroup
New York
$87K -$2.29K -216 -3%
Creative Planning
34
Creative Planning
Kansas
$64K +$5.65K +534 +10%
AG
35
Advisor Group
Arizona
$61K -$39.4K -3,724 -40%
MFS
36
MSI Financial Services
Massachusetts
$23K -$43.5K -4,113 -66%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$21.7K +2,050 New
SIC
38
Salem Investment Counselors
North Carolina
$18K – – –
GWM
39
Geneos Wealth Management
Colorado
$16K – – –
MA
40
MUFG Americas
New York
$12K – – –
WA
41
WFG Advisors
Texas
$11K – – –
TCM
42
Tradewinds Capital Management
Washington
$4K -$4.23K -400 Closed
BCM
43
Blume Capital Management
California
$2K – – –
DADC
44
D.A. Davidson & Co
Montana
$1K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.06K +100 New
MCM
46
Moore Capital Management
New York
– -$503K -42,300 Closed
CFP
47
Cornerstone Financial Partners
North Carolina
– -$132K -11,000 Closed
ST
48
Smithfield Trust
Pennsylvania
– -$17K -1,400 Closed
IA
49
IFP Advisors
Florida
– -$5K -384 Closed
1
2

JRS Hedge Fund Activity: Q4 2016 in Review

44 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2016, worth a combined $43.1M — down 13% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRS positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.59M. The largest seller was Advisors Asset Management, cutting an estimated $1.9M.

  • 44 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $43.1M of Nuveen Real Estate Income Fund stock for Q4 2016, down 13% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q4 2016 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2016 was Cornerstone Advisors, an estimated $1.59M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2016 was Advisors Asset Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2016.