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Nuveen Real Estate Income Fund
JRS

59 hedge funds and large institutions have $60M invested in Nuveen Real Estate Income Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 59 → 59 (0)

0.61% less ownership

Funds ownership: 18.2% → 17.59% (-0.61%)

11% less capital invested

Capital invested by funds: $67.4M → $60M (-$7.35M)

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$663K
2
AAM
Advisors Asset Management
Colorado
+$620K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$353K
4
VIA
Vident Investment Advisory
Georgia
+$339K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$336K

Top Sellers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$2.87M
2
PPA
Parametric Portfolio Associates
Washington
-$1.01M
3
1CP
1607 Capital Partners
Virginia
-$879K
4
Morgan Stanley
Morgan Stanley
New York
-$861K
5
Truist Financial
Truist Financial
North Carolina
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$306K +$75.3K +6,500 +33%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$300K -$4.64K -400 -2%
BSW
28
Buckingham Strategic Wealth
Missouri
$289K – – –
GC
29
Guggenheim Capital
Illinois
$272K -$303K -26,130 -53%
RJA
30
Raymond James & Associates
Florida
$259K +$23.2K +2,000 +10%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$249K +$227K +19,550 New
AWM
32
Affinity Wealth Management
Delaware
$248K -$3.38K -292 -1%
FAG
33
Fortitude Advisory Group
Washington
$236K – – –
SEEDPG
34
S.E.E.D. Planning Group
New York
$236K – – –
SWP
35
Stratos Wealth Partners
Ohio
$185K – – –
TCWM
36
Total Clarity Wealth Management
Illinois
$178K -$28.4K -2,450 -14%
OC
37
Oppenheimer & Co
New York
$176K +$52.4K +4,522 +44%
KAS
38
Kestra Advisory Services
Texas
$171K +$3.19K +275 +2%
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$169K -$2.87M -247,197 -95%
JFG
40
JMG Financial Group
Illinois
$166K – – –
AIP
41
Ahrens Investment Partners
Louisiana
$141K -$134K -11,550 -49%
AAS
42
Avantax Advisory Services
Texas
$127K – – –
NSAM
43
North Star Asset Management
Wisconsin
$119K +$117K +10,073 New
BPA
44
Beacon Pointe Advisors
California
$119K +$117K +10,100 New
WB
45
Webster Bank
Connecticut
$94K – – –
AA
46
Ancora Advisors
Ohio
$77K +$75.9K +6,546 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$54K -$24K -2,075 -31%
RA
48
Rise Advisors
New York
$31K – – –
FIA
49
FNY Investment Advisers
New York
$28K +$27.8K +2,400 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$17.4K -1,500 -43%
1
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3

JRS Hedge Fund Activity: Q1 2022 in Review

59 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2022, worth a combined $60M — down 11% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRS positions and 9 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $663K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.87M.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $60M of Nuveen Real Estate Income Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Estate Income Fund positions in Q1 2022 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2022 was Wells Fargo, an estimated $663K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2022 was Thomas J. Herzfeld Advisors, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2022.