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Nuveen Real Estate Income Fund
JRS

69 hedge funds and large institutions have $52.6M invested in Nuveen Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

45% more capital invested

Capital invested by funds: $36.2M → $52.6M (+$16.4M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

15% more funds holding

Funds holding: 60 → 69 (+9)

4.58% more ownership

Funds ownership: 18.68% → 23.26% (+4.6%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.2M
2
LPL Financial
LPL Financial
California
+$745K
3
AA
AQR Arbitrage
Connecticut
+$632K
4
CA
Cornerstone Advisors
North Carolina
+$621K
5
Bank of America
Bank of America
North Carolina
+$404K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$729K
2
Osaic Holdings
Osaic Holdings
Arizona
-$429K
3
WAM
Wolverine Asset Management
Illinois
-$239K
4
LSC
Logan Stone Capital
Illinois
-$157K
5
Walleye Capital
Walleye Capital
New York
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$277K +$26.5K +3,860 +12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$263K -$30.2K -4,394 -12%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$209K -$11.5K -1,676 -6%
GCA
29
Genesee Capital Advisors
New York
$189K +$166K +24,206 New
FSI
30
Flow State Investments
Illinois
$179K +$157K +22,865 New
FAG
31
Fortitude Advisory Group
Washington
$178K – – –
KAS
32
Kestra Advisory Services
Texas
$154K +$58K +8,429 +75%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$152K -$6.08K -884 -4%
Stifel Financial
34
Stifel Financial
Missouri
$144K +$6.05K +880 +5%
IWN
35
Independent Wealth Network
Iowa
$139K +$6.4K +930 +6%
QC
36
Quantedge Capital
Singapore
$139K +$11K +1,600 +10%
Walleye Capital
37
Walleye Capital
New York
$124K -$151K -22,000 -58%
AWM
38
Axxcess Wealth Management
California
$120K +$106K +15,400 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$115K +$101K +14,739 New
KIM
40
Karpus Investment Management
New York
$112K +$98.3K +14,300 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$109K -$24.9K -3,615 -21%
RJA
42
Raymond James & Associates
Florida
$100K -$1.15K -167 -1%
FC
43
Forte Capital
New York
$99.4K +$87.4K +12,711 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$99K -$12.9K -1,879 -13%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$95.9K +$40K +5,816 +90%
AWS
46
Atria Wealth Solutions
New York
$90.7K -$2.19K -319 -3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$89.1K – – –
CFS
48
Commonwealth Financial Services
West Virginia
$87.4K +$997 +145 +1%
WB
49
Webster Bank
Connecticut
$62.3K – – –
NS
50
NBC Securities
Alabama
$41K -$11.6K -1,692 -24%
1
2
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JRS Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2023, worth a combined $52.6M — up 45% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRS positions and 8 closed out — a net gain of 10 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $729K sold.

  • 69 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $52.6M of Nuveen Real Estate Income Fund stock for Q4 2023, up 45% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Estate Income Fund positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.2M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $729K sold.

Based on aggregated 13F filings for Q4 2023.