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Nuveen Real Estate Income Fund
JRS

62 hedge funds and large institutions have $47.3M invested in Nuveen Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

2.53% less ownership

Funds ownership: 23.26% → 20.72% (-2.5%)

10% less capital invested

Capital invested by funds: $52.6M → $47.3M (-$5.28M)

10% less funds holding

Funds holding: 69 → 62 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
13
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$684K
2
AAM
Advisors Asset Management
Colorado
+$658K
3
Bank of America
Bank of America
North Carolina
+$412K
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$357K
5
Invesco
Invesco
Georgia
+$289K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.17M
2
CA
Cornerstone Advisors
North Carolina
-$1.74M
3
WAM
Wolverine Asset Management
Illinois
-$1.43M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$709K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$281K +$989 +129 +0.4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$270K +$4.37K +570 +2%
GCA
28
Genesee Capital Advisors
New York
$191K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$188K -$23.1K -3,007 -11%
FAG
30
Fortitude Advisory Group
Washington
$180K – – –
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$169K +$163K +21,329 New
KAS
32
Kestra Advisory Services
Texas
$155K -$8 -1 -0%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$150K -$3.83K -500 -3%
Stifel Financial
34
Stifel Financial
Missouri
$146K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$145K +$34.1K +4,446 +32%
FSI
36
Flow State Investments
Illinois
$143K -$36.5K -4,758 -21%
IWN
37
Independent Wealth Network
Iowa
$141K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$120K +$117K +15,250 New
RJA
39
Raymond James & Associates
Florida
$101K – – –
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$100K +$9.96K +1,300 +11%
AWM
41
Axxcess Wealth Management
California
$96.4K -$24.5K -3,200 -21%
CFS
42
Commonwealth Financial Services
West Virginia
$87.4K – – –
AAS
43
Avantax Advisory Services
Texas
$87.2K +$84.6K +11,036 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$86.5K -$10.1K -1,321 -11%
ARC
45
Advisor Resource Council
Texas
$84K +$82.4K +10,745 New
WB
46
Webster Bank
Connecticut
$63K – – –
NS
47
NBC Securities
Alabama
$42K – – –
LC
48
Lindbrook Capital
California
$23.7K – – –
MCM
49
Manchester Capital Management
Vermont
$23.7K – – –
HI
50
Harbour Investments
Wisconsin
$18K – – –
1
2
3 4

JRS Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2024, worth a combined $47.3M — down 10% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of JRS and 9 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $684K. The largest seller was Morgan Stanley, cutting an estimated $4.17M.

  • 62 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $47.3M of Nuveen Real Estate Income Fund stock for Q1 2024, down 10% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q1 2024 and 15 closed out, a net change of -6 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $684K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2024.