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Nuveen Real Estate Income Fund
JRS

63 hedge funds and large institutions have $34.9M invested in Nuveen Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

3% more funds holding

Funds holding: 61 → 63 (+2)

1.71% less ownership

Funds ownership: 18.65% → 16.94% (-1.7%)

16% less capital invested

Capital invested by funds: $41.7M → $34.9M (-$6.73M)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$836K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$428K
3
PAG
Private Advisor Group
New Jersey
+$276K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$226K
5
CAN
Cetera Advisor Networks
California
+$137K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.29M
2
Cohen & Steers
Cohen & Steers
New York
-$862K
3
CA
Cornerstone Advisors
North Carolina
-$722K
4
SFS
Shaker Financial Services
Virginia
-$531K
5
Invesco
Invesco
Georgia
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$166K -$2.02K -258 -1%
AWM
27
Affinity Wealth Management
Delaware
$161K – – –
Stifel Financial
28
Stifel Financial
Missouri
$152K +$39.1K +4,990 +33%
FAG
29
Fortitude Advisory Group
Washington
$151K – – –
WAM
30
Wolverine Asset Management
Illinois
$125K +$19.6K +2,498 +18%
OC
31
Oppenheimer & Co
New York
$118K +$3.69K +471 +3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$118K +$122K +15,557 New
RJA
33
Raymond James & Associates
Florida
$112K -$55.8K -7,115 -32%
SWP
34
Stratos Wealth Partners
Ohio
$112K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$109K +$112K +14,250 New
IWN
36
Independent Wealth Network
Iowa
$109K +$21.1K +2,690 +23%
JFG
37
JMG Financial Group
Illinois
$106K – – –
BPA
38
Beacon Pointe Advisors
California
$99K – – –
KAS
39
Kestra Advisory Services
Texas
$94.2K +$4.1K +523 +4%
EC
40
Elequin Capital
New York
$91.8K +$95.2K +12,142 New
NA
41
NewEdge Advisors
Louisiana
$77.1K +$80K +10,200 New
LCM
42
Landscape Capital Management
New Jersey
$75.6K +$78.4K +10,005 New
WB
43
Webster Bank
Connecticut
$60K – – –
AA
44
Ancora Advisors
Ohio
$26K -$24.7K -3,146 -48%
RA
45
Rise Advisors
New York
$21K +$1.18K +151 +6%
HI
46
Harbour Investments
Wisconsin
$19.5K -$2.35K -300 -10%
EWA
47
EverSource Wealth Advisors
Alabama
$13.6K +$14.1K +1,800 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$13.4K – – –
IA
49
IFP Advisors
Florida
$10K – – –
RCM
50
Robinson Capital Management
Michigan
$9.76K – – –
1
2
3

JRS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2022, worth a combined $34.9M — down 16% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRS positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $836K. The largest seller was Morgan Stanley, cutting an estimated $1.29M.

  • 63 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2022, up from 61 in Q3 2022.
  • Funds reported $34.9M of Nuveen Real Estate Income Fund stock for Q4 2022, down 16% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Estate Income Fund positions in Q4 2022 and 11 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2022 was Advisors Asset Management, an estimated $836K added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2022.