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Nuveen Real Estate Income Fund
JRS

66 hedge funds and large institutions have $39.8M invested in Nuveen Real Estate Income Fund in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $34.8M → $39.8M (+$5.02M)

14% more funds holding

Funds holding: 58 → 66 (+8)

4% more ownership

Funds ownership: 12.29% → 16.29% (+4%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.22M
2
1CP
1607 Capital Partners
Virginia
+$1.91M
3
AAM
Advisors Asset Management
Colorado
+$1.53M
4
BTS
BB&T Securities
Virginia
+$459K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$352K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.31M
2
WAM
Wolverine Asset Management
Illinois
-$796K
3
AA
Advisory Alpha
Michigan
-$507K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$243K
5
GBA
Garrison Bradford & Associates
New York
-$132K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$232K +$138 +15 +0.1%
PAS
27
Park Avenue Securities
New York
$228K +$14.4K +1,568 +7%
RJA
28
Raymond James & Associates
Florida
$212K -$26K -2,833 -10%
AA
29
AQR Arbitrage
Connecticut
$202K +$220K +23,933 New
CRC
30
Curi RMB Capital
Illinois
$199K -$34.8K -3,784 -14%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$186K +$62.6K +6,822 +45%
GC
32
Guggenheim Capital
Illinois
$182K +$197K +21,466 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$157K -$9.67K -1,053 -5%
CBA
34
Coastal Bridge Advisors
Connecticut
$154K – – –
Creative Planning
35
Creative Planning
Kansas
$149K +$51.8K +5,638 +47%
PFA
36
Pettinga Financial Advisors
Indiana
$143K +$155K +16,930 New
OC
37
Oppenheimer & Co
New York
$136K +$12.1K +1,313 +9%
UBS Group
38
UBS Group
Switzerland
$132K -$55.9K -6,091 -28%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$128K -$14.3K -1,561 -9%
CP
40
Camelot Portfolios
Ohio
$120K -$39.3K -4,283 -23%
JFG
41
JMG Financial Group
Illinois
$119K – – –
SAM
42
Summit Asset Management
Tennessee
$118K – – –
WAM
43
Weiss Asset Management
Massachusetts
$113K +$123K +13,400 New
OIA
44
OneDigital Investment Advisors
Kansas
$112K +$121K +13,226 New
LPL Financial
45
LPL Financial
California
$107K -$67K -7,298 -37%
ACM
46
Arlington Capital Management
Illinois
$101K +$109K +11,902 New
PPA
47
Parametric Portfolio Associates
Washington
$96K -$5.06K -551 -5%
GWM
48
Geneos Wealth Management
Colorado
$58K +$14.7K +1,600 +30%
Citigroup
49
Citigroup
New York
$47K -$6.43K -700 -11%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$4.41K -480 -12%
1
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JRS Hedge Fund Activity: Q4 2018 in Review

66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2018, worth a combined $39.8M — up 14% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRS positions and 8 closed out — a net gain of 9 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.22M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.

  • 66 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2018, up from 58 in Q3 2018.
  • Funds reported $39.8M of Nuveen Real Estate Income Fund stock for Q4 2018, up 14% quarter-over-quarter.
  • 17 funds opened new Nuveen Real Estate Income Fund positions in Q4 2018 and 8 closed out, a net change of +9 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $7.22M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2018.