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Nuveen Real Estate Income Fund
JRS

58 hedge funds and large institutions have $44.5M invested in Nuveen Real Estate Income Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

0.62% less ownership

Funds ownership: 20.72% → 20.1% (-0.62%)

6% less capital invested

Capital invested by funds: $47.3M → $44.5M (-$2.82M)

6% less funds holding

Funds holding: 62 → 58 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.29M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$632K
3
Invesco
Invesco
Georgia
+$439K
4
RCM
Rivernorth Capital Management
Florida
+$400K
5
SWP
Strategic Wealth Partners
Ohio
+$305K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.25M
2
CA
Cornerstone Advisors
North Carolina
-$989K
3
Cohen & Steers
Cohen & Steers
New York
-$483K
4
AAM
Advisors Asset Management
Colorado
-$388K
5
Osaic Holdings
Osaic Holdings
Arizona
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$231K -$30.1K -4,049 -12%
Stifel Financial
27
Stifel Financial
Missouri
$206K +$63K +8,483 +46%
Cohen & Steers
28
Cohen & Steers
New York
$193K -$483K -65,000 -72%
GCA
29
Genesee Capital Advisors
New York
$185K – – –
FAG
30
Fortitude Advisory Group
Washington
$174K – – –
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$163K – – –
AWS
32
Atria Wealth Solutions
New York
$162K +$154K +20,793 New
IWN
33
Independent Wealth Network
Iowa
$155K +$18.2K +2,451 +14%
KAS
34
Kestra Advisory Services
Texas
$153K +$2.4K +323 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$141K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$109K -$34.5K -4,642 -24%
RJA
37
Raymond James & Associates
Florida
$108K +$10.3K +1,383 +11%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$98.7K +$14.7K +1,980 +18%
AWM
39
Axxcess Wealth Management
California
$93.2K – – –
AAS
40
Avantax Advisory Services
Texas
$86.1K +$1.75K +235 +2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$76.4K -$20K -2,700 -21%
CA
42
Cornerstone Advisors
North Carolina
$72.1K -$989K -133,213 -93%
WB
43
Webster Bank
Connecticut
$60.9K – – –
NS
44
NBC Securities
Alabama
$40K – – –
IAIM
45
International Assets Investment Management
Florida
$30.5K +$29.6K +3,993 New
HI
46
Harbour Investments
Wisconsin
$17.4K – – –
EWA
47
EverSource Wealth Advisors
Alabama
$15K – – –
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$14.2K +$13.7K +1,850 New
HBW
49
Hazlett, Burt & Watson
West Virginia
$8K – – –
CA
50
CoreCap Advisors
Michigan
$3.32K – – –
1
2
3

JRS Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2024, worth a combined $44.5M — down 6% from $47.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JRS and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $1.29M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.25M.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2024, down from 62 in Q1 2024.
  • Funds reported $44.5M of Nuveen Real Estate Income Fund stock for Q2 2024, down 6% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.29M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2024 was Commonwealth Equity Services, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2024.