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Nuveen Real Estate Income Fund

60 hedge funds and large institutions have $36.2M invested in Nuveen Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5960 (+1)

1.43% more ownership

Funds ownership: 17.25%18.68% (+1.4%)

2% less capital invested

Capital invested by funds: $36.8M → $36.2M (-$650K)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$229K -$40.8K -5,602 -14%
OC
27
Oppenheimer & Co
New York
$212K +$4.01K +550 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$191K +$9.73K +1,335 +5%
LSC
29
Logan Stone Capital
Illinois
$157K +$171K +23,424 New
FAG
30
Fortitude Advisory Group
Washington
$153K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$136K -$31.6K -4,339 -18%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$118K -$14K -1,918 -10%
Stifel Financial
33
Stifel Financial
Missouri
$118K +$16K +2,190 +14%
EC
34
Elequin Capital
New York
$115K +$75.6K +10,367 +152%
IWN
35
Independent Wealth Network
Iowa
$113K -$11.6K -1,585 -9%
QC
36
Quantedge Capital
Singapore
$109K +$118K +16,200 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$97.4K -$19.4K -2,662 -15%
BPA
38
Beacon Pointe Advisors
California
$87.8K
GC
39
Guggenheim Capital
Illinois
$87.6K -$69.4K -9,519 -42%
RJA
40
Raymond James & Associates
Florida
$86.9K +$372 +51 +0.4%
AWS
41
Atria Wealth Solutions
New York
$81.5K -$20.1K -2,762 -19%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$76.4K +$83.1K +11,400 New
KAS
43
Kestra Advisory Services
Texas
$75.2K -$166K -22,757 -67%
CFS
44
Commonwealth Financial Services
West Virginia
$73.9K +$80.4K +11,033 New
AWM
45
Affinity Wealth Management
Delaware
$67.6K
WB
46
Webster Bank
Connecticut
$53.4K
NS
47
NBC Securities
Alabama
$46K +$51.1K +7,009 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$43.2K -$112K -15,393 -70%
JP Morgan Chase
49
JP Morgan Chase
New York
$43.1K +$34.8K +4,776 +289%
AA
50
Ancora Advisors
Ohio
$22.8K

JRS Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2023, worth a combined $36.2M — down 1.8% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.08M. The largest seller was LPL Financial, cutting an estimated $868K.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2023, up from 59 in Q2 2023.
  • Funds reported $36.2M of Nuveen Real Estate Income Fund stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $1.08M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2023 was LPL Financial, an estimated $868K sold.

Based on aggregated 13F filings for Q3 2023.