Nuveen Real Estate Income Fund
JRS
51 hedge funds and large institutions have $35M invested in Nuveen Real Estate Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 49 → 51 (+2)
1.58% less ownership
Funds ownership: 12.35% → 10.77% (-1.6%)
12% less capital invested
Capital invested by funds: $39.8M → $35M (-$4.73M)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$770K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$142K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$141K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$139K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$76.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$2.67M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.32M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$819K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$793K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$441K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCM
51
Tradewinds Capital Management
Bellingham,
Washington
| $2K | – | – | – |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $1K | +$16.6K | +1,500 | New |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$6K | -500 | Closed |
|
|
WAM
54
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$3K | -295 | Closed |
|
|
WEC
55
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$2.23K | -200 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -145 | Closed |
|
JRS Hedge Fund Activity: Q4 2017 in Review
51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2017, worth a combined $35M — down 12% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JRS positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $770K. The largest seller was Cohen & Steers, cutting an estimated $2.67M.
- 51 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2017, up from 49 in Q3 2017.
- Funds reported $35M of Nuveen Real Estate Income Fund stock for Q4 2017, down 12% quarter-over-quarter.
- 7 funds opened new Nuveen Real Estate Income Fund positions in Q4 2017 and 5 closed out, a net change of +2 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q4 2017 was Clough Capital Partners, an estimated $770K added.
- The largest Nuveen Real Estate Income Fund seller in Q4 2017 was Cohen & Steers, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2017.