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Nuveen Real Estate Income Fund
JRS

59 hedge funds and large institutions have $36.8M invested in Nuveen Real Estate Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $32.4M → $36.8M (+$4.39M)

0.36% more ownership

Funds ownership: 16.89% → 17.25% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

6% less funds holding

Funds holding: 63 → 59 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.36M
2
CA
Cornerstone Advisors
North Carolina
+$947K
3
Walleye Capital
Walleye Capital
New York
+$395K
4
AA
AQR Arbitrage
Connecticut
+$301K
5
LCM
Landscape Capital Management
New Jersey
+$290K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.32M
2
AAM
Advisors Asset Management
Colorado
-$348K
3
Wells Fargo
Wells Fargo
California
-$298K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$278K
5
CF
Centaurus Financial
California
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$216K +$207K +28,405 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$201K -$15.5K -2,127 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$183K -$9.49K -1,303 -5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$177K +$213K +29,200 +123%
FAG
30
Fortitude Advisory Group
Washington
$169K +$20.5K +2,816 +14%
GC
31
Guggenheim Capital
Illinois
$168K -$1.49K -204 -0.9%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$162K -$278K -38,189 -64%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$145K +$633 +87 +0.4%
IWN
34
Independent Wealth Network
Iowa
$137K +$19.7K +2,704 +17%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$128K +$29.6K +4,071 +31%
Stifel Financial
36
Stifel Financial
Missouri
$114K -$41.9K -5,755 -27%
AWS
37
Atria Wealth Solutions
New York
$111K -$69.4K -9,535 -39%
JFG
38
JMG Financial Group
Illinois
$104K – – –
BPA
39
Beacon Pointe Advisors
California
$97.3K – – –
RJA
40
Raymond James & Associates
Florida
$96K +$349 +48 +0.4%
Invesco
41
Invesco
Georgia
$89.2K -$47.3K -6,491 -35%
NA
42
NewEdge Advisors
Louisiana
$89.2K +$2.18K +300 +3%
AWM
43
Affinity Wealth Management
Delaware
$75K – – –
WB
44
Webster Bank
Connecticut
$59.2K – – –
EC
45
Elequin Capital
New York
$50.6K +$31.3K +4,293 +171%
AA
46
Ancora Advisors
Ohio
$25.3K – – –
FIA
47
FNY Investment Advisers
New York
$17K – – –
HI
48
Harbour Investments
Wisconsin
$16.9K -$2.18K -300 -12%
EWA
49
EverSource Wealth Advisors
Alabama
$13.4K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$13.2K – – –
1
2
3

JRS Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2023, worth a combined $36.8M — up 14% from $32.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRS and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Wolverine Asset Management, adding an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $1.32M.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $36.8M of Nuveen Real Estate Income Fund stock for Q2 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q2 2023 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2023 was Wolverine Asset Management, an estimated $1.36M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2023.