We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

64 hedge funds and large institutions have $50.1M invested in Nuveen Real Estate Income Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

8% more funds holding

Funds holding: 59 → 64 (+5)

0.91% more ownership

Funds ownership: 17.59% → 18.5% (+0.91%)

17% less capital invested

Capital invested by funds: $60M → $50.1M (-$9.91M)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
+$1.79M
2
Morgan Stanley
Morgan Stanley
New York
+$908K
3
PAG
Private Advisor Group
New Jersey
+$627K
4
LPL Financial
LPL Financial
California
+$510K
5
PTC
Private Trust Company
Ohio
+$436K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.74M
2
SFS
Shaker Financial Services
Virginia
-$579K
3
Bank of America
Bank of America
North Carolina
-$421K
4
TCWM
Total Clarity Wealth Management
Illinois
-$178K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$272K -$15.2K -1,443 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$236K -$3.53K -335 -1%
BSW
28
Buckingham Strategic Wealth
Missouri
$230K – – –
GC
29
Guggenheim Capital
Illinois
$212K -$5.73K -544 -2%
RJA
30
Raymond James & Associates
Florida
$206K +$358 +34 +0.2%
AWM
31
Affinity Wealth Management
Delaware
$201K – – –
FAG
32
Fortitude Advisory Group
Washington
$188K – – –
SEEDPG
33
S.E.E.D. Planning Group
New York
$188K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$172K +$145K +13,725 +303%
SWP
35
Stratos Wealth Partners
Ohio
$148K +$1.05K +100 +0.6%
OC
36
Oppenheimer & Co
New York
$141K +$1.18K +112 +0.8%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$140K +$156K +14,830 New
JFG
38
JMG Financial Group
Illinois
$132K – – –
BPA
39
Beacon Pointe Advisors
California
$123K +$31.6K +3,000 +30%
KAS
40
Kestra Advisory Services
Texas
$110K -$29.2K -2,772 -19%
VF
41
Virtu Financial
New York
$107K +$120K +11,398 New
AAS
42
Avantax Advisory Services
Texas
$103K +$2K +190 +2%
PFS
43
Prospera Financial Services
Texas
$96K -$166K -15,764 -61%
Citadel Advisors
44
Citadel Advisors
Florida
$96K +$107K +10,170 New
WB
45
Webster Bank
Connecticut
$75K – – –
AIP
46
Ahrens Investment Partners
Louisiana
$63K -$54.6K -5,182 -43%
AA
47
Ancora Advisors
Ohio
$62K – – –
US Bancorp
48
US Bancorp
Minnesota
$52K +$57.9K +5,500 New
HI
49
Harbour Investments
Wisconsin
$27K +$30.3K +2,875 New
RA
50
Rise Advisors
New York
$25K +$484 +46 +2%
1
2
3

JRS Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2022, worth a combined $50.1M — down 17% from $60M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRS positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $1.79M. The largest seller was 1607 Capital Partners, cutting an estimated $1.74M.

  • 64 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2022, up from 59 in Q1 2022.
  • Funds reported $50.1M of Nuveen Real Estate Income Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Estate Income Fund positions in Q2 2022 and 5 closed out, a net change of +5 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2022 was Mariner Independent Advisor Network, an estimated $1.79M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2022 was 1607 Capital Partners, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2022.