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Nuveen Real Estate Income Fund
JRS

50 hedge funds and large institutions have $29.1M invested in Nuveen Real Estate Income Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.44% less ownership

Funds ownership: 10.77% → 10.33% (-0.44%)

2% less funds holding

Funds holding: 51 → 50 (-1)

17% less capital invested

Capital invested by funds: $35M → $29.1M (-$5.94M)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.33M
2
PAG
Private Advisor Group
New Jersey
+$672K
3
DA
Doliver Advisors
Texas
+$256K
4
DAS
Dynamic Advisor Solutions
Arizona
+$245K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$201K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.96M
2
OA
Oxbow Advisors
Texas
-$694K
3
AAM
Advisors Asset Management
Colorado
-$574K
4
Invesco
Invesco
Georgia
-$319K
5
CCP
Clough Capital Partners
Massachusetts
-$192K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
26
Coastal Bridge Advisors
Connecticut
$177K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$161K -$34.1K -3,354 -17%
JFG
28
JMG Financial Group
Illinois
$137K – – –
SAM
29
Summit Asset Management
Tennessee
$136K -$6.09K -600 -4%
GBA
30
Garrison Bradford & Associates
New York
$131K -$20.3K -2,000 -13%
RA
31
RMR Advisors
Massachusetts
$129K – – –
OIA
32
OneDigital Investment Advisors
Kansas
$128K +$142 +14 +0.1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$119K +$124K +12,191 New
Deutsche Bank
34
Deutsche Bank
Germany
$87K -$10.2K -1,000 -10%
WAM
35
Wolverine Asset Management
Illinois
$59K +$61.9K +6,093 New
Citigroup
36
Citigroup
New York
$54K – – –
KTC
37
Kistler-Tiffany Companies
Pennsylvania
$32K +$33.4K +3,286 New
GWM
38
Geneos Wealth Management
Colorado
$29K -$10.2K -1,000 -25%
AF
39
Advisornet Financial
Minnesota
$23K -$12.9K -1,275 -35%
TFA
40
Toth Financial Advisory
Virginia
$19K – – –
PFSC
41
Peoples Financial Services Corp
Pennsylvania
$17K +$15.2K +1,500 +750%
US Bancorp
42
US Bancorp
Minnesota
$15K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$14K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$9.14K -900 -44%
SIC
45
Salem Investment Counselors
North Carolina
$6K – – –
SWP
46
Stratos Wealth Partners
Ohio
$6K – – –
CAC
47
Certified Advisory Corp
Florida
$5K – – –
BAM
48
Barrett Asset Management
New York
$3K – – –
TC
49
Trilogy Capital
California
$3K +$3.05K +300 New
TCM
50
Tradewinds Capital Management
Washington
$2K -$1.62K -160 Closed
1
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JRS Hedge Fund Activity: Q1 2018 in Review

50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2018, worth a combined $29.1M — down 17% from $35M a quarter earlier.

Fund positioning in JRS was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.33M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.

  • 50 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2018, down from 51 in Q4 2017.
  • Funds reported $29.1M of Nuveen Real Estate Income Fund stock for Q1 2018, down 17% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $1.33M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2018 was Royal Bank of Canada, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2018.