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Nuveen Real Estate Income Fund
JRS

51 hedge funds and large institutions have $35M invested in Nuveen Real Estate Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 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

4% more funds holding

Funds holding: 49 → 51 (+2)

1.58% less ownership

Funds ownership: 12.35% → 10.77% (-1.6%)

12% less capital invested

Capital invested by funds: $39.8M → $35M (-$4.73M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
+$770K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$142K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$141K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$139K
5
Bank of America
Bank of America
North Carolina
+$76.9K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$2.67M
2
AAM
Advisors Asset Management
Colorado
-$1.32M
3
PAG
Private Advisor Group
New Jersey
-$819K
4
Invesco
Invesco
Georgia
-$793K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
26
Garrison Bradford & Associates
New York
$175K – – –
SAM
27
Summit Asset Management
Tennessee
$164K -$3.33K -300 -2%
JFG
28
JMG Financial Group
Illinois
$158K – – –
RA
29
RMR Advisors
Massachusetts
$150K – – –
OIA
30
OneDigital Investment Advisors
Kansas
$148K +$144 +13 +0.1%
LPL Financial
31
LPL Financial
California
$144K -$2.6K -234 -2%
PAG
32
Private Advisor Group
New Jersey
$140K -$819K -73,834 -85%
KWMG
33
King Wealth Management Group
Florida
$130K -$16.7K -1,505 -12%
AFP
34
Ausdal Financial Partners
Iowa
$123K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$112K – – –
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$90K – – –
Citigroup
37
Citigroup
New York
$63K – – –
WB
38
Webster Bank
Connecticut
$52K – – –
GWM
39
Geneos Wealth Management
Colorado
$45K – – –
AF
40
Advisornet Financial
Minnesota
$41K +$40.2K +3,620 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
TFA
42
Toth Financial Advisory
Virginia
$21K – – –
US Bancorp
43
US Bancorp
Minnesota
$17K +$11.1K +1,000 +200%
SIC
44
Salem Investment Counselors
North Carolina
$7K -$11.1K -1,000 -62%
SWP
45
Stratos Wealth Partners
Ohio
$7K +$7.39K +666 New
CAC
46
Certified Advisory Corp
Florida
$6K +$6.67K +601 New
BAM
47
Barrett Asset Management
New York
$3K +$3.33K +300 New
CA
48
Calton & Associates
Florida
$3K +$3.73K +336 New
BCM
49
Blume Capital Management
California
$2K – – –
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$2K – – –
1
2
3

JRS Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2017, worth a combined $35M — down 12% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRS positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $770K. The largest seller was Cohen & Steers, cutting an estimated $2.67M.

  • 51 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $35M of Nuveen Real Estate Income Fund stock for Q4 2017, down 12% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q4 2017 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2017 was Clough Capital Partners, an estimated $770K added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2017 was Cohen & Steers, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.