Nuveen Real Estate Income Fund
JRS
50 hedge funds and large institutions have $29.1M invested in Nuveen Real Estate Income Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 7 closing their positions.
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.44% less ownership
Funds ownership: 10.77% → 10.33% (-0.44%)
2% less funds holding
Funds holding: 51 → 50 (-1)
17% less capital invested
Capital invested by funds: $35M → $29.1M (-$5.94M)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.33M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$672K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$256K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$245K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.96M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$694K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$574K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$319K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
51
Blume Capital Management
Berkeley,
California
| $1K | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $1K | +$1.42K | +140 | New |
|
|
53
Invesco
Atlanta,
Georgia
| – | -$319K | -28,300 | Closed |
|
|
KWMG
54
King Wealth Management Group
Naples,
Florida
| – | -$130K | -11,522 | Closed |
|
|
AFP
55
Ausdal Financial Partners
Davenport,
Iowa
| – | -$123K | -10,900 | Closed |
|
|
WAP
56
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$90K | -7,982 | Closed |
|
|
WB
57
Webster Bank
Waterbury,
Connecticut
| – | -$52K | -4,625 | Closed |
|
|
CA
58
Calton & Associates
Tampa,
Florida
| – | -$3K | -336 | Closed |
|
JRS Hedge Fund Activity: Q1 2018 in Review
50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2018, worth a combined $29.1M — down 17% from $35M a quarter earlier.
Fund positioning in JRS was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.33M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.
- 50 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2018, down from 51 in Q4 2017.
- Funds reported $29.1M of Nuveen Real Estate Income Fund stock for Q1 2018, down 17% quarter-over-quarter.
- 7 funds opened new Nuveen Real Estate Income Fund positions in Q1 2018 and 7 closed out, a net change of 0 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $1.33M added.
- The largest Nuveen Real Estate Income Fund seller in Q1 2018 was Royal Bank of Canada, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2018.