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Nuveen Real Estate Income Fund
JRS

49 hedge funds and large institutions have $39.8M invested in Nuveen Real Estate Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more funds holding

Funds holding: 44 → 49 (+5)

0.32% less ownership

Funds ownership: 12.67% → 12.35% (-0.32%)

4% less capital invested

Capital invested by funds: $41.4M → $39.8M (-$1.65M)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$368K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$282K
3
Morgan Stanley
Morgan Stanley
New York
+$213K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$138K
5
Wells Fargo
Wells Fargo
California
+$129K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.08M
2
Invesco
Invesco
Georgia
-$478K
3
Cohen & Steers
Cohen & Steers
New York
-$253K
4
OA
Oxbow Advisors
Texas
-$104K
5
Creative Planning
Creative Planning
Kansas
-$69K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
26
JMG Financial Group
Illinois
$156K +$24.7K +2,200 +19%
RA
27
RMR Advisors
Massachusetts
$148K – – –
OIA
28
OneDigital Investment Advisors
Kansas
$147K +$157 +14 +0.1%
KWMG
29
King Wealth Management Group
Florida
$145K -$785 -70 -0.5%
LPL Financial
30
LPL Financial
California
$145K – – –
Baird Financial Group
31
Baird Financial Group
Wisconsin
$137K +$138K +12,275 New
AFP
32
Ausdal Financial Partners
Iowa
$122K -$3.81K -340 -3%
Deutsche Bank
33
Deutsche Bank
Germany
$111K – – –
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$89K +$89.5K +7,982 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$80K – – –
Citigroup
36
Citigroup
New York
$62K – – –
WB
37
Webster Bank
Connecticut
$52K +$51.8K +4,625 New
GWM
38
Geneos Wealth Management
Colorado
$45K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
SIC
40
Salem Investment Counselors
North Carolina
$18K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$6K +$5.6K +500 New
US Bancorp
42
US Bancorp
Minnesota
$6K +$5.6K +500 New
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$3K +$67 +6 +2%
WEC
44
Winslow Evans & Crocker
Massachusetts
$2.23K – – –
BCM
45
Blume Capital Management
California
$2K – – –
PFSC
46
Peoples Financial Services Corp
Pennsylvania
$2K – – –
TCM
47
Tradewinds Capital Management
Washington
$2K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.63K +145 New
Creative Planning
49
Creative Planning
Kansas
– -$69K -6,066 Closed
DADC
50
D.A. Davidson & Co
Montana
– -$40K -3,600 Closed
1
2

JRS Hedge Fund Activity: Q3 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2017, worth a combined $39.8M — down 4% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRS positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $368K. The largest seller was Advisors Asset Management, cutting an estimated $2.08M.

  • 49 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2017, up from 44 in Q2 2017.
  • Funds reported $39.8M of Nuveen Real Estate Income Fund stock for Q3 2017, down 4% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q3 2017 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $368K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2017 was Advisors Asset Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2017.