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Nuveen Real Estate Income Fund
JRS

60 hedge funds and large institutions have $37.2M invested in Nuveen Real Estate Income Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $30.5M → $37.2M (+$6.71M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

7% more funds holding

Funds holding: 56 → 60 (+4)

1.3% more ownership

Funds ownership: 13.95% → 15.25% (+1.3%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.96M
2
LPL Financial
LPL Financial
California
+$563K
3
Morgan Stanley
Morgan Stanley
New York
+$477K
4
PPA
Parametric Portfolio Associates
Washington
+$337K
5
KWM
Kingsview Wealth Management
Oregon
+$295K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.07M
2
ABC
Associated Banc-Corp
Wisconsin
-$324K
3
GC
Guggenheim Capital
Illinois
-$324K
4
CRC
Curi RMB Capital
Illinois
-$264K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$300K +$24.2K +3,000 +9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$298K +$1.4K +173 +0.5%
SPIA
28
Steward Partners Investment Advisory
New York
$286K – – –
NFG
29
Next Financial Group
Texas
$284K +$226K +27,959 +495%
SFS
30
Shaker Financial Services
Virginia
$247K +$236K +29,209 New
Invesco
31
Invesco
Georgia
$246K -$105K -13,006 -31%
WAM
32
Wolverine Asset Management
Illinois
$232K -$125K -15,436 -36%
DAS
33
Dynamic Advisor Solutions
Arizona
$221K – – –
MA
34
Mutual Advisors
Nebraska
$206K -$8.26K -1,024 -4%
CAN
35
Cetera Advisor Networks
California
$206K +$30.6K +3,791 +18%
LCM
36
Landscape Capital Management
New Jersey
$179K +$171K +21,208 New
SWM
37
SeaCrest Wealth Management
New York
$175K +$36.3K +4,500 +28%
Millennium Management
38
Millennium Management
New York
$175K +$167K +20,735 New
RJA
39
Raymond James & Associates
Florida
$157K -$11.1K -1,370 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$152K -$10K -1,245 -6%
GWM
41
Geneos Wealth Management
Colorado
$149K +$32.7K +4,050 +35%
SWP
42
Stratos Wealth Partners
Ohio
$132K – – –
KAS
43
Kestra Advisory Services
Texas
$121K +$117K +14,483 New
JFG
44
JMG Financial Group
Illinois
$118K – – –
AAS
45
Avantax Advisory Services
Texas
$92K -$34.2K -4,235 -28%
ASN
46
Advisory Services Network
Georgia
$88K +$31.8K +3,937 +60%
Citigroup
47
Citigroup
New York
$48K – – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$17K – – –
1
2
3

JRS Hedge Fund Activity: Q4 2020 in Review

60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2020, worth a combined $37.2M — up 22% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.96M. The largest seller was Advisors Asset Management, cutting an estimated $1.07M.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $37.2M of Nuveen Real Estate Income Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q4 2020 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2020 was Cornerstone Advisors, an estimated $1.96M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2020.