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Nuveen Real Estate Income Fund

60 hedge funds and large institutions have $54.8M invested in Nuveen Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 5860 (+2)

2.1% more ownership

Funds ownership: 19.9%22% (+2.1%)

3% more capital invested

Capital invested by funds: $53.1M → $54.8M (+$1.74M)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$313K +$36.1K +4,000 +12%
OC
27
Oppenheimer & Co
New York
$287K -$4.34K -481 -1%
Bank of America
28
Bank of America
North Carolina
$259K -$884K -97,941 -77%
MML Investors Services
29
MML Investors Services
Massachusetts
$216K +$90.3K +10,000 +67%
KAS
30
Kestra Advisory Services
Texas
$213K +$114K +12,625 +105%
SWP
31
Strategic Wealth Partners
Ohio
$195K -$72.2K -8,000 -26%
FAG
32
Fortitude Advisory Group
Washington
$191K
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$184K
AWS
34
Atria Wealth Solutions
New York
$184K +$4.76K +527 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$181K +$20.5K +2,270 +12%
Truist Financial
36
Truist Financial
North Carolina
$178K
IWN
37
Independent Wealth Network
Iowa
$171K -$497 -55 -0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$165K -$14K -1,549 -8%
Mariner
39
Mariner
Kansas
$149K +$156K +17,300 New
Citadel Advisors
40
Citadel Advisors
Florida
$128K +$134K +14,793 New
BCA
41
Bay Capital Advisors
Virginia
$120K +$126K +13,900 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$103K -$11.3K -1,254 -9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$88K +$903 +100 +1%
WB
44
Webster Bank
Connecticut
$68.8K
GWM
45
Geneos Wealth Management
Colorado
$52.2K +$54.7K +6,052 New
VHAM
46
Van Hulzen Asset Management
California
$43.1K +$45.2K +5,000 New
HI
47
Harbour Investments
Wisconsin
$19.6K
EWA
48
EverSource Wealth Advisors
Alabama
$15.5K
LFG
49
Larson Financial Group
Missouri
$10.4K +$10.8K +1,200 New
HBW
50
Hazlett, Burt & Watson
West Virginia
$9K

JRS Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2024, worth a combined $54.8M — up 3.3% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRS positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.64M. The largest seller was Bank of America, cutting an estimated $884K.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $54.8M of Nuveen Real Estate Income Fund stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Estate Income Fund positions in Q4 2024 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2024 was Thomas J. Herzfeld Advisors, an estimated $2.64M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2024 was Bank of America, an estimated $884K sold.

Based on aggregated 13F filings for Q4 2024.