Nuveen Real Estate Income Fund
JRS
42 hedge funds and large institutions have $41M invested in Nuveen Real Estate Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.
5% less capital invested
Capital invested by funds: $43.1M → $41M (-$2.1M)
1.05% less ownership
Funds ownership: 13.83% → 12.78% (-1%)
5% less funds holding
Funds holding: 44 → 42 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$426K |
| 2 |
Morgan Stanley
New York
|
+$384K |
| 3 |
OA
Oxbow Advisors
Austin,
Texas
|
+$226K |
| 4 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
+$202K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.62M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$814K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$539K |
| 4 |
LPL Financial
San Diego,
California
|
-$336K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$317K |
JRS Hedge Fund Activity: Q1 2017 in Review
42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2017, worth a combined $41M — down 4.9% from $43.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JRS and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 10 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $426K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.62M sold.
- 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2017, down from 44 in Q4 2016.
- Funds reported $41M of Nuveen Real Estate Income Fund stock for Q1 2017, down 4.9% quarter-over-quarter.
- 5 funds opened new Nuveen Real Estate Income Fund positions in Q1 2017 and 6 closed out, a net change of -1 holder.
- The largest Nuveen Real Estate Income Fund buyer in Q1 2017 was Ameriprise, an estimated $426K added.
- The largest Nuveen Real Estate Income Fund seller in Q1 2017 was Cornerstone Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2017.