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Nuveen Real Estate Income Fund
JRS

58 hedge funds and large institutions have $49M invested in Nuveen Real Estate Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.13% more ownership

Funds ownership: 14.81% → 15.95% (+1.1%)

3% more capital invested

Capital invested by funds: $47.5M → $49M (+$1.52M)

0% more funds holding

Funds holding: 58 → 58 (0)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.42M
2
WAM
Wolverine Asset Management
Illinois
+$1.41M
3
Morgan Stanley
Morgan Stanley
New York
+$1.29M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$758K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$587K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.51M
2
SFS
Shaker Financial Services
Virginia
-$526K
3
PFS
Prospera Financial Services
Texas
-$424K
4
AC
Aristides Capital
Kentucky
-$412K
5
SWM
SeaCrest Wealth Management
New York
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$360K – – –
RCM
27
Robinson Capital Management
Michigan
$302K +$8.47K +750 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$273K +$1.72K +152 +0.6%
CAN
29
Cetera Advisor Networks
California
$260K -$27.8K -2,464 -9%
SEEDPG
30
S.E.E.D. Planning Group
New York
$212K – – –
RJA
31
Raymond James & Associates
Florida
$211K -$9.3K -823 -4%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$173K +$46.3K +4,100 +34%
GWM
33
Geneos Wealth Management
Colorado
$169K – – –
SWP
34
Stratos Wealth Partners
Ohio
$167K – – –
JFG
35
JMG Financial Group
Illinois
$149K – – –
PFS
36
Prospera Financial Services
Texas
$127K -$424K -37,496 -76%
AAS
37
Avantax Advisory Services
Texas
$121K +$2.17K +192 +2%
GC
38
Guggenheim Capital
Illinois
$107K +$114K +10,051 New
FIA
39
FNY Investment Advisers
New York
$103K +$53.9K +4,770 +95%
WB
40
Webster Bank
Connecticut
$85K – – –
NFG
41
Next Financial Group
Texas
$79K +$22.2K +1,969 +36%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$70K – – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$102 +9 +0.3%
HI
44
Harbour Investments
Wisconsin
$34K – – –
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$25K +$203 +18 +0.8%
PFSC
47
Peoples Financial Services Corp
Pennsylvania
$18K – – –
RCA
48
Ranch Capital Advisors
Florida
$17K -$565 -50 -3%
SIM
49
Sonora Investment Management
Arizona
$16K – – –
CFB
50
Cullen/Frost Bankers
Texas
$11K – – –
1
2
3

JRS Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2021, worth a combined $49M — up 3.2% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.42M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.51M sold.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $49M of Nuveen Real Estate Income Fund stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $1.42M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2021 was Cornerstone Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2021.