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Nuveen Real Estate Income Fund
JRS

59 hedge funds and large institutions have $67.4M invested in Nuveen Real Estate Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $49M → $67.4M (+$18.4M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2.25% more ownership

Funds ownership: 15.95% → 18.2% (+2.2%)

2% more funds holding

Funds holding: 58 → 59 (+1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.45M
2
AAM
Advisors Asset Management
Colorado
+$1.8M
3
VIA
Vident Investment Advisory
Georgia
+$1.47M
4
Wells Fargo
Wells Fargo
California
+$990K
5
Invesco
Invesco
Georgia
+$512K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.32M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$573K
3
SFS
Shaker Financial Services
Virginia
-$563K
4
RCM
Robinson Capital Management
Michigan
-$302K
5
PPA
Parametric Portfolio Associates
Washington
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$380K -$563K -48,070 -62%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$331K +$1.5K +128 +0.5%
CAN
28
Cetera Advisor Networks
California
$322K +$6.85K +585 +2%
BSW
29
Buckingham Strategic Wealth
Missouri
$313K +$286K +24,429 New
AIP
30
Ahrens Investment Partners
Louisiana
$301K +$275K +23,465 New
TPA
31
Trivium Point Advisory
Connecticut
$297K +$272K +23,200 New
AWM
32
Affinity Wealth Management
Delaware
$266K +$253K +21,623 New
BBA
33
Braun-Bostich & Associates
Pennsylvania
$266K +$253K +21,623 New
SEEDPG
34
S.E.E.D. Planning Group
New York
$256K – – –
FAG
35
Fortitude Advisory Group
Washington
$256K +$234K +19,959 New
RJA
36
Raymond James & Associates
Florida
$255K +$726 +62 +0.3%
PFS
37
Prospera Financial Services
Texas
$249K +$87.3K +7,459 +62%
TCWM
38
Total Clarity Wealth Management
Illinois
$224K +$205K +17,485 New
GWM
39
Geneos Wealth Management
Colorado
$201K – – –
SWP
40
Stratos Wealth Partners
Ohio
$201K – – –
KAS
41
Kestra Advisory Services
Texas
$182K +$167K +14,231 New
JFG
42
JMG Financial Group
Illinois
$180K – – –
NFG
43
Next Financial Group
Texas
$154K +$54.1K +4,618 +62%
AAS
44
Avantax Advisory Services
Texas
$138K -$6.6K -564 -5%
OC
45
Oppenheimer & Co
New York
$133K +$121K +10,362 New
WB
46
Webster Bank
Connecticut
$102K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$85K – – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$222 +19 +0.5%
HI
49
Harbour Investments
Wisconsin
$37K -$3.86K -330 -10%
RA
50
Rise Advisors
New York
$33.6K +$30.7K +2,621 New
1
2
3

JRS Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2021, worth a combined $67.4M — up 38% from $49M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JRS positions and 9 closed out — a net gain of 3 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.45M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.32M sold.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $67.4M of Nuveen Real Estate Income Fund stock for Q4 2021, up 38% quarter-over-quarter.
  • 12 funds opened new Nuveen Real Estate Income Fund positions in Q4 2021 and 9 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2021 was Thomas J. Herzfeld Advisors, an estimated $2.45M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2021 was Wolverine Asset Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2021.