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Nuveen Real Estate Income Fund

56 hedge funds and large institutions have $48.1M invested in Nuveen Real Estate Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $46.5M → $48.1M (+$1.61M)

0.16% less ownership

Funds ownership: 15.33%15.16% (-0.16%)

3% less funds holding

Funds holding: 5856 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$312K +$304K +28,394 New
DAS
27
Dynamic Advisor Solutions
Arizona
$305K +$34.4K +3,214 +13%
RA
28
RFG Advisory
Alabama
$302K +$23.9K +2,235 +9%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$299K -$354K -33,089 -55%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$288K +$4.93K +461 +2%
SFS
31
Shaker Financial Services
Virginia
$286K +$279K +26,045 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$278K -$67.4K -6,298 -20%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$258K -$85.6K -8,004 -25%
RJA
34
Raymond James & Associates
Florida
$223K +$203 +19 +0.1%
CBA
35
Coastal Bridge Advisors
Connecticut
$200K
OIA
36
OneDigital Investment Advisors
Kansas
$198K +$193K +18,055 New
Goldman Sachs
37
Goldman Sachs
New York
$164K +$159K +14,896 New
JFG
38
JMG Financial Group
Illinois
$154K
NFG
39
Next Financial Group
Texas
$142K +$2.31K +216 +2%
GWM
40
Geneos Wealth Management
Colorado
$127K
OC
41
Oppenheimer & Co
New York
$125K -$28.4K -2,659 -19%
CF
42
Centaurus Financial
California
$122K
Creative Planning
43
Creative Planning
Kansas
$115K
TWM
44
Titus Wealth Management
California
$110K
Citigroup
45
Citigroup
New York
$61K
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$38K
AIM
47
Arcadia Investment Management
Michigan
$37K
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$28K -$7.81K -730 -22%
AWMS
49
Advocacy Wealth Management Services
Georgia
$27K
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$19K

JRS Hedge Fund Activity: Q3 2019 in Review

56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2019, worth a combined $48.1M — up 3.5% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRS and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was Ameriprise, adding an estimated $677K. The largest seller was Cohen & Steers, cutting an estimated $1.65M.

  • 56 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2019, down from 58 in Q2 2019.
  • Funds reported $48.1M of Nuveen Real Estate Income Fund stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 6 funds opened new Nuveen Real Estate Income Fund positions in Q3 2019 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2019 was Ameriprise, an estimated $677K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2019 was Cohen & Steers, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2019.