Nuveen Real Estate Income Fund
JRS
66 hedge funds and large institutions have $34.5M invested in Nuveen Real Estate Income Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 8 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
10% more funds holding
Funds holding: 60 → 66 (+6)
2.62% more ownership
Funds ownership: 14.98% → 17.6% (+2.6%)
25% less capital invested
Capital invested by funds: $46M → $34.5M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4.5M |
| 2 |
ABC
Associated Banc-Corp
Green Bay,
Wisconsin
|
+$1.41M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$498K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$427K |
| 5 |
AC
Aristides Capital
Louisville,
Kentucky
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$824K |
| 2 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$822K |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$265K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$225K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$138K |
JRS Hedge Fund Activity: Q1 2020 in Review
66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2020, worth a combined $34.5M — down 25% from $46M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JRS positions and 8 closed out — a net gain of 9 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $4.5M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $824K sold.
- 66 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2020, up from 60 in Q4 2019.
- Funds reported $34.5M of Nuveen Real Estate Income Fund stock for Q1 2020, down 25% quarter-over-quarter.
- 17 funds opened new Nuveen Real Estate Income Fund positions in Q1 2020 and 8 closed out, a net change of +9 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $4.5M added.
- The largest Nuveen Real Estate Income Fund seller in Q1 2020 was Oxbow Advisors, an estimated $824K sold.
Based on aggregated 13F filings for Q1 2020.