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Nuveen Real Estate Income Fund
JRS

58 hedge funds and large institutions have $34.8M invested in Nuveen Real Estate Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 57 → 58 (+1)

5% more capital invested

Capital invested by funds: $33.2M → $34.8M (+$1.56M)

0.78% more ownership

Funds ownership: 11.51% → 12.29% (+0.78%)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.29M
2
PAG
Private Advisor Group
New Jersey
+$565K
3
AA
Advisory Alpha
Michigan
+$555K
4
WAM
Wolverine Asset Management
Illinois
+$454K
5
Cohen & Steers
Cohen & Steers
New York
+$440K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$806K
2
GC
Guggenheim Capital
Illinois
-$618K
3
NMC
Nine Masts Capital
Hong Kong
-$489K
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$435K
5
SFS
Shaker Financial Services
Virginia
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$221K +$33.6K +3,339 +17%
UBS Group
27
UBS Group
Switzerland
$213K -$7.42K -737 -3%
LPL Financial
28
LPL Financial
California
$195K +$2.31K +229 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$193K +$198K +19,661 New
CP
30
Camelot Portfolios
Ohio
$181K +$186K +18,452 New
CBA
31
Coastal Bridge Advisors
Connecticut
$178K – – –
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$163K -$435K -43,158 -72%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$149K -$5.84K -580 -4%
OC
34
Oppenheimer & Co
New York
$145K +$37.8K +3,748 +34%
JFG
35
JMG Financial Group
Illinois
$137K – – –
SAM
36
Summit Asset Management
Tennessee
$137K – – –
GBA
37
Garrison Bradford & Associates
New York
$132K – – –
Creative Planning
38
Creative Planning
Kansas
$117K +$120K +11,958 New
PPA
39
Parametric Portfolio Associates
Washington
$116K +$119K +11,847 New
TWM
40
Titus Wealth Management
California
$98K – – –
Citigroup
41
Citigroup
New York
$61K +$7.05K +700 +13%
GWM
42
Geneos Wealth Management
Colorado
$52K +$27.2K +2,700 +102%
SFM
43
Signet Financial Management
New Jersey
$49K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$28K +2,783 +242%
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
TC
46
Truvestments Capital
Florida
$23K +$23.8K +2,367 New
PFSC
47
Peoples Financial Services Corp
Pennsylvania
$17K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$14K – – –
AF
49
Advisornet Financial
Minnesota
$12K -$11.8K -1,172 -49%
IA
50
IFP Advisors
Florida
$8K +$7.9K +784 New
1
2
3

JRS Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2018, worth a combined $34.8M — up 4.7% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRS positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.29M. The largest seller was Doliver Advisors, exiting entirely with an estimated $806K sold.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2018, up from 57 in Q2 2018.
  • Funds reported $34.8M of Nuveen Real Estate Income Fund stock for Q3 2018, up 4.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Estate Income Fund positions in Q3 2018 and 10 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2018 was Advisors Asset Management, an estimated $1.29M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2018 was Doliver Advisors, an estimated $806K sold.

Based on aggregated 13F filings for Q3 2018.