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Nuveen Real Estate Income Fund
JRS

61 hedge funds and large institutions have $41.7M invested in Nuveen Real Estate Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

0.15% more ownership

Funds ownership: 18.5% → 18.65% (+0.15%)

5% less funds holding

Funds holding: 64 → 61 (-3)

17% less capital invested

Capital invested by funds: $50.1M → $41.7M (-$8.46M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$878K
2
AAM
Advisors Asset Management
Colorado
+$737K
3
SFS
Shaker Financial Services
Virginia
+$645K
4
Morgan Stanley
Morgan Stanley
New York
+$472K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$421K

Top Sellers

Rank Fund Capital Flow
1
VIA
Vident Investment Advisory
Georgia
-$1.46M
2
AWS
Atria Wealth Solutions
New York
-$970K
3
1CP
1607 Capital Partners
Virginia
-$687K
4
Invesco
Invesco
Georgia
-$389K
5
BSW
Buckingham Strategic Wealth
Missouri
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$251K +$306K +32,530 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$230K -$36K -3,828 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$210K +$18.9K +2,014 +8%
Walleye Capital
29
Walleye Capital
New York
$192K +$234K +24,832 New
Bank of America
30
Bank of America
North Carolina
$191K -$61.8K -6,571 -21%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$187K -$170K -18,109 -43%
GC
32
Guggenheim Capital
Illinois
$172K -$2.44K -259 -1%
RJA
33
Raymond James & Associates
Florida
$170K +$414 +44 +0.2%
AWM
34
Affinity Wealth Management
Delaware
$165K – – –
FAG
35
Fortitude Advisory Group
Washington
$154K – – –
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$129K +$17.4K +1,855 +13%
OC
37
Oppenheimer & Co
New York
$117K +$1.34K +143 +1%
Stifel Financial
38
Stifel Financial
Missouri
$117K +$142K +15,115 New
SWP
39
Stratos Wealth Partners
Ohio
$114K -$9.26K -985 -6%
JFG
40
JMG Financial Group
Illinois
$108K – – –
WAM
41
Wolverine Asset Management
Illinois
$108K +$132K +14,086 New
BPA
42
Beacon Pointe Advisors
California
$101K – – –
KAS
43
Kestra Advisory Services
Texas
$92K +$1.9K +202 +2%
AAS
44
Avantax Advisory Services
Texas
$90K +$6.58K +700 +6%
IWN
45
Independent Wealth Network
Iowa
$90K +$110K +11,691 New
SEEDPG
46
S.E.E.D. Planning Group
New York
$77K -$94K -10,000 -50%
WB
47
Webster Bank
Connecticut
$62K – – –
AA
48
Ancora Advisors
Ohio
$51K – – –
HI
49
Harbour Investments
Wisconsin
$27K – – –
RA
50
Rise Advisors
New York
$20K -$386 -41 -2%
1
2
3

JRS Hedge Fund Activity: Q3 2022 in Review

61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2022, worth a combined $41.7M — down 17% from $50.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JRS and 9 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 22 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $878K. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $1.46M sold.

  • 61 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2022, down from 64 in Q2 2022.
  • Funds reported $41.7M of Nuveen Real Estate Income Fund stock for Q3 2022, down 17% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2022 and 12 closed out, a net change of -3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2022 was Cornerstone Advisors, an estimated $878K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2022 was Vident Investment Advisory, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2022.