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Nuveen Real Estate Income Fund

44 hedge funds and large institutions have $41.4M invested in Nuveen Real Estate Income Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 4244 (+2)

1% more capital invested

Capital invested by funds: $41M → $41.4M (+$455K)

0.11% less ownership

Funds ownership: 12.78%12.67% (-0.11%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$149K +$149K +13,142 New
LPL Financial
27
LPL Financial
California
$148K -$987K -87,214 -87%
KWMG
28
King Wealth Management Group
Florida
$148K
JFG
29
JMG Financial Group
Illinois
$134K
AFP
30
Ausdal Financial Partners
Iowa
$127K
Deutsche Bank
31
Deutsche Bank
Germany
$113K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$81K +$47.2K +4,170 +139%
Creative Planning
33
Creative Planning
Kansas
$69K +$1.43K +126 +2%
Citigroup
34
Citigroup
New York
$63K
GWM
35
Geneos Wealth Management
Colorado
$45K +$28.8K +2,550 +170%
DADC
36
D.A. Davidson & Co
Montana
$40K +$39.6K +3,500 +3,500%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$23K
SIC
38
Salem Investment Counselors
North Carolina
$18K
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.27K +289 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$2.26K +$2.26K +200 New
BCM
41
Blume Capital Management
California
$2K
PFSC
42
Peoples Financial Services Corp
Pennsylvania
$2K
TCM
43
Tradewinds Capital Management
Washington
$2K +$1.81K +160 New
RCM
44
Robinson Capital Management
Michigan
-$262K -26,700 Closed
IAA
45
Independent Advisor Alliance
North Carolina
-$166K -14,810 Closed
MA
46
MUFG Americas
New York
-$12K -1,121 Closed
WA
47
WealthTrust-Arizona
Arizona
+$396 +35 New

JRS Hedge Fund Activity: Q2 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2017, worth a combined $41.4M — up 1.1% from $41M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JRS positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.08M. The largest seller was Advisors Asset Management, cutting an estimated $1.16M.

  • 44 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2017, up from 42 in Q1 2017.
  • Funds reported $41.4M of Nuveen Real Estate Income Fund stock for Q2 2017, up 1.1% quarter-over-quarter.
  • 5 funds opened new Nuveen Real Estate Income Fund positions in Q2 2017 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2017 was Royal Bank of Canada, an estimated $2.08M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2017 was Advisors Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2017.