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Nuveen Real Estate Income Fund
JRS

58 hedge funds and large institutions have $47.5M invested in Nuveen Real Estate Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $41.5M → $47.5M (+$5.96M)

0.17% less ownership

Funds ownership: 14.98% → 14.81% (-0.17%)

3% less funds holding

Funds holding: 60 → 58 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.7M
2
SFS
Shaker Financial Services
Virginia
+$1.1M
3
Morgan Stanley
Morgan Stanley
New York
+$857K
4
Invesco
Invesco
Georgia
+$406K
5
Osaic Holdings
Osaic Holdings
Arizona
+$294K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.42M
2
CA
Cornerstone Advisors
North Carolina
-$1.39M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$553K
4
AA
AQR Arbitrage
Connecticut
-$508K
5
AC
Aristides Capital
Kentucky
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$301K +$95.3K +9,052 +50%
SWM
27
SeaCrest Wealth Management
New York
$299K -$19K -1,800 -6%
CAN
28
Cetera Advisor Networks
California
$299K +$25K +2,374 +10%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$283K -$2.88K -274 -1%
MA
30
Mutual Advisors
Nebraska
$265K – – –
ARC
31
Advisor Resource Council
Texas
$242K +$229K +21,779 New
RJA
32
Raymond James & Associates
Florida
$229K +$2.84K +270 +1%
SEEDPG
33
S.E.E.D. Planning Group
New York
$222K +$211K +20,000 New
GWM
34
Geneos Wealth Management
Colorado
$177K – – –
SWP
35
Stratos Wealth Partners
Ohio
$174K – – –
JFG
36
JMG Financial Group
Illinois
$156K – – –
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$135K -$290K -27,500 -69%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$127K -$1.53K -145 -1%
AAS
39
Avantax Advisory Services
Texas
$124K +$2.3K +218 +2%
CFA
40
Carroll Financial Associates
North Carolina
$106K -$197K -18,729 -66%
WB
41
Webster Bank
Connecticut
$88K +$84K +7,973 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$73K +$69.6K +6,609 New
Citigroup
43
Citigroup
New York
$61K -$3.02K -287 -5%
NFG
44
Next Financial Group
Texas
$60K -$345K -32,773 -86%
ASN
45
Advisory Services Network
Georgia
$56K -$57.2K -5,435 -52%
FIA
46
FNY Investment Advisers
New York
$55K +$6.47K +614 +14%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
HI
48
Harbour Investments
Wisconsin
$36K +$24K +2,275 +245%
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$26K +$190 +18 +0.8%
1
2
3

JRS Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2021, worth a combined $47.5M — up 14% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRS and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.7M. The largest seller was Ameriprise, cutting an estimated $1.42M.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2021, down from 60 in Q1 2021.
  • Funds reported $47.5M of Nuveen Real Estate Income Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q2 2021 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2021 was Commonwealth Equity Services, an estimated $1.7M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2021 was Ameriprise, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2021.