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Nuveen Real Estate Income Fund
JRS

60 hedge funds and large institutions have $46M invested in Nuveen Real Estate Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

7% more funds holding

Funds holding: 56 → 60 (+4)

0.19% less ownership

Funds ownership: 15.16% → 14.98% (-0.19%)

4% less capital invested

Capital invested by funds: $48.1M → $46M (-$2.15M)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.25M
2
UBS Group
UBS Group
Switzerland
+$632K
3
Truist Financial
Truist Financial
North Carolina
+$468K
4
Invesco
Invesco
Georgia
+$451K
5
ASN
Advisory Services Network
Georgia
+$253K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.53M
2
Cohen & Steers
Cohen & Steers
New York
-$1.62M
3
CBA
Coastal Bridge Advisors
Connecticut
-$200K
4
BAM
Bruderman Asset Management
New York
-$123K
5
WC
Whitnell & Co
Illinois
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$317K +$15.8K +1,476 +5%
RA
27
RFG Advisory
Alabama
$303K +$11.4K +1,063 +4%
DAS
28
Dynamic Advisor Solutions
Arizona
$294K – – –
FEM
29
Fulcrum Equity Management
Texas
$265K -$61.8K -5,785 -19%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$256K -$12.6K -1,175 -5%
ASN
31
Advisory Services Network
Georgia
$252K +$253K +23,698 New
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$248K -$41.4K -3,877 -14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$233K -$45.9K -4,293 -16%
IAA
34
Independent Advisor Alliance
North Carolina
$225K +$226K +21,160 New
RJA
35
Raymond James & Associates
Florida
$222K +$6.49K +607 +3%
OIA
36
OneDigital Investment Advisors
Kansas
$192K – – –
CAN
37
Cetera Advisor Networks
California
$190K +$191K +17,847 New
SFS
38
Shaker Financial Services
Virginia
$184K -$92.8K -8,679 -33%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$171K -$78.4K -7,336 -31%
Goldman Sachs
40
Goldman Sachs
New York
$155K -$3.04K -284 -2%
JFG
41
JMG Financial Group
Illinois
$149K – – –
Creative Planning
42
Creative Planning
Kansas
$138K +$26.7K +2,500 +24%
NFG
43
Next Financial Group
Texas
$124K -$13.4K -1,249 -10%
GWM
44
Geneos Wealth Management
Colorado
$124K – – –
OC
45
Oppenheimer & Co
New York
$123K +$1.92K +180 +2%
CM
46
Columbus Macro
Pennsylvania
$123K +$124K +11,559 New
APW
47
Aurora Private Wealth
New Jersey
$122K +$122K +11,455 New
CF
48
Centaurus Financial
California
$118K – – –
Citigroup
49
Citigroup
New York
$59K – – –
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
1
2
3

JRS Hedge Fund Activity: Q4 2019 in Review

60 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2019, worth a combined $46M — down 4.5% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRS positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.25M. The largest seller was Karpus Investment Management, cutting an estimated $2.53M.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $46M of Nuveen Real Estate Income Fund stock for Q4 2019, down 4.5% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Estate Income Fund positions in Q4 2019 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $1.25M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2019 was Karpus Investment Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2019.