We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

64 hedge funds and large institutions have $44.7M invested in Nuveen Real Estate Income Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $39.8M → $44.7M (+$4.94M)

1.33% less ownership

Funds ownership: 16.29% → 14.96% (-1.3%)

3% less funds holding

Funds holding: 66 → 64 (-2)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$793K
2
AAM
Advisors Asset Management
Colorado
+$407K
3
WC
Whitnell & Co
Illinois
+$308K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$307K
5
RA
RFG Advisory
Alabama
+$247K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.18M
2
WAM
Wolverine Asset Management
Illinois
-$1.42M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$403K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$352K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$263K -$403K -40,609 -62%
RA
27
RFG Advisory
Alabama
$258K +$247K +24,897 New
DAS
28
Dynamic Advisor Solutions
Arizona
$254K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$238K +$9.42K +950 +4%
AA
30
AQR Arbitrage
Connecticut
$237K -$10.9K -1,100 -5%
RJA
31
Raymond James & Associates
Florida
$222K -$35.7K -3,603 -14%
CBA
32
Coastal Bridge Advisors
Connecticut
$189K – – –
PFA
33
Pettinga Financial Advisors
Indiana
$175K – – –
JFG
34
JMG Financial Group
Illinois
$145K – – –
OC
35
Oppenheimer & Co
New York
$144K -$21.8K -2,200 -14%
CP
36
Camelot Portfolios
Ohio
$139K -$7.68K -774 -5%
PPA
37
Parametric Portfolio Associates
Washington
$126K +$8.59K +866 +8%
AWS
38
AJ Wealth Strategies
New York
$123K +$118K +11,862 New
ACM
39
Arlington Capital Management
Illinois
$115K -$7.91K -797 -7%
UBS Group
40
UBS Group
Switzerland
$113K -$46.6K -4,700 -30%
Creative Planning
41
Creative Planning
Kansas
$108K -$70.7K -7,125 -40%
GWM
42
Geneos Wealth Management
Colorado
$72K – – –
Citigroup
43
Citigroup
New York
$58K +$218 +22 +0.4%
IFAM
44
Institutional & Family Asset Management
Colorado
$45K +$34K +3,430 +390%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
IA
47
IFP Advisors
Florida
$28K +$18.5K +1,866 +238%
CFGS
48
Concourse Financial Group Securities
Alabama
$21K – – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$20K – – –
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$18K – – –
1
2
3

JRS Hedge Fund Activity: Q1 2019 in Review

64 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2019, worth a combined $44.7M — up 12% from $39.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JRS and 8 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $793K. The largest seller was Karpus Investment Management, cutting an estimated $2.18M.

  • 64 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2019, down from 66 in Q4 2018.
  • Funds reported $44.7M of Nuveen Real Estate Income Fund stock for Q1 2019, up 12% quarter-over-quarter.
  • 8 funds opened new Nuveen Real Estate Income Fund positions in Q1 2019 and 10 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2019 was Morgan Stanley, an estimated $793K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2019 was Karpus Investment Management, an estimated $2.18M sold.

Based on aggregated 13F filings for Q1 2019.