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Nuveen Real Estate Income Fund
JRS

58 hedge funds and large institutions have $46.5M invested in Nuveen Real Estate Income Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

4% more capital invested

Capital invested by funds: $44.7M → $46.5M (+$1.78M)

0.36% more ownership

Funds ownership: 14.96% → 15.33% (+0.36%)

9% less funds holding

Funds holding: 64 → 58 (-6)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$283K
2
AG
Advisor Group
Arizona
+$271K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$221K
4
AAM
Advisors Asset Management
Colorado
+$194K
5
Morgan Stanley
Morgan Stanley
New York
+$164K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$373K
2
PFA
Pettinga Financial Advisors
Indiana
-$175K
3
PPA
Parametric Portfolio Associates
Washington
-$126K
4
AWS
AJ Wealth Strategies
New York
-$123K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$76.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$295K +$26.1K +2,536 +10%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$270K +$28.3K +2,750 +12%
RA
28
RFG Advisory
Alabama
$265K +$3.7K +359 +1%
DAS
29
Dynamic Advisor Solutions
Arizona
$257K +$134 +13 +0.1%
RJA
30
Raymond James & Associates
Florida
$213K -$11.7K -1,137 -5%
CBA
31
Coastal Bridge Advisors
Connecticut
$191K – – –
AA
32
AQR Arbitrage
Connecticut
$186K -$52.3K -5,084 -22%
JFG
33
JMG Financial Group
Illinois
$147K – – –
OC
34
Oppenheimer & Co
New York
$147K +$1.43K +139 +1%
NFG
35
Next Financial Group
Texas
$134K +$128K +12,462 +5,563%
GWM
36
Geneos Wealth Management
Colorado
$122K +$48.6K +4,725 +68%
CP
37
Camelot Portfolios
Ohio
$121K -$19K -1,847 -14%
LPL Financial
38
LPL Financial
California
$120K +$117K +11,410 New
CF
39
Centaurus Financial
California
$116K +$113K +10,954 +9,525%
ACM
40
Arlington Capital Management
Illinois
$113K -$3.15K -306 -3%
Creative Planning
41
Creative Planning
Kansas
$110K – – –
TWM
42
Titus Wealth Management
California
$105K – – –
UBS Group
43
UBS Group
Switzerland
$90K -$24.2K -2,347 -21%
Citigroup
44
Citigroup
New York
$59K -$226 -22 -0.4%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
AIM
47
Arcadia Investment Management
Michigan
$35K +$34.3K +3,335 New
AWMS
48
Advocacy Wealth Management Services
Georgia
$26K +$25K +2,431 New
CFGS
49
Concourse Financial Group Securities
Alabama
$21K – – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$21K – – –
1
2
3

JRS Hedge Fund Activity: Q2 2019 in Review

58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2019, worth a combined $46.5M — up 4% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRS and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $283K. The largest seller was Karpus Investment Management, cutting an estimated $373K.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2019, down from 64 in Q1 2019.
  • Funds reported $46.5M of Nuveen Real Estate Income Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q2 2019 and 8 closed out, a net change of -4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2019 was Bank of America, an estimated $283K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2019 was Karpus Investment Management, an estimated $373K sold.

Based on aggregated 13F filings for Q2 2019.