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Nuveen Real Estate Income Fund
JRS

56 hedge funds and large institutions have $30.5M invested in Nuveen Real Estate Income Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.39% less ownership

Funds ownership: 18.34% → 13.95% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

11% less funds holding

Funds holding: 63 → 56 (-7)

23% less capital invested

Capital invested by funds: $39.6M → $30.5M (-$9.13M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$498K
2
1CP
1607 Capital Partners
Virginia
+$380K
3
Ameriprise
Ameriprise
Minnesota
+$374K
4
AA
AQR Arbitrage
Connecticut
+$357K
5
SWM
SeaCrest Wealth Management
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$3.86M
2
KIM
Karpus Investment Management
New York
-$1.38M
3
AAM
Advisors Asset Management
Colorado
-$1.29M
4
Morgan Stanley
Morgan Stanley
New York
-$691K
5
CA
Cornerstone Advisors
North Carolina
-$647K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$264K -$113K -14,687 -30%
SPIA
27
Steward Partners Investment Advisory
New York
$256K +$121K +15,661 +86%
CF
28
Centaurus Financial
California
$246K +$50.4K +6,544 +25%
DAS
29
Dynamic Advisor Solutions
Arizona
$198K – – –
MA
30
Mutual Advisors
Nebraska
$192K +$301 +39 +0.2%
CAN
31
Cetera Advisor Networks
California
$156K +$5.33K +691 +3%
RJA
32
Raymond James & Associates
Florida
$151K -$8.53K -1,107 -5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$146K -$35K -4,545 -19%
SWM
34
SeaCrest Wealth Management
New York
$122K +$125K +16,200 New
SWP
35
Stratos Wealth Partners
Ohio
$118K – – –
AAS
36
Avantax Advisory Services
Texas
$115K +$32.9K +4,264 +39%
JFG
37
JMG Financial Group
Illinois
$106K – – –
RA
38
RFG Advisory
Alabama
$100K -$60.8K -7,885 -37%
PPA
39
Parametric Portfolio Associates
Washington
$91K -$73.8K -9,569 -44%
GWM
40
Geneos Wealth Management
Colorado
$86K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$64K -$14.6K -1,889 -18%
ASN
42
Advisory Services Network
Georgia
$49K -$176K -22,876 -78%
Citigroup
43
Citigroup
New York
$43K -$2.87K -372 -6%
NFG
44
Next Financial Group
Texas
$43K +$43.6K +5,653 New
CI
45
CX Institutional
Indiana
$30K +$30.7K +3,989 New
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
KTC
47
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$15K – – –
GWS
49
Glassman Wealth Services
Virginia
$15K +$15.4K +2,000 New
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$13K – – –
1
2
3

JRS Hedge Fund Activity: Q3 2020 in Review

56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2020, worth a combined $30.5M — down 23% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of JRS and 8 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 17 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $498K. The largest seller was Wolverine Asset Management, cutting an estimated $3.86M.

  • 56 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2020, down from 63 in Q2 2020.
  • Funds reported $30.5M of Nuveen Real Estate Income Fund stock for Q3 2020, down 23% quarter-over-quarter.
  • 8 funds opened new Nuveen Real Estate Income Fund positions in Q3 2020 and 15 closed out, a net change of -7 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2020 was Bank of Montreal, an estimated $498K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2020.