Nuveen Real Estate Income Fund
JRS
57 hedge funds and large institutions have $33.2M invested in Nuveen Real Estate Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $29.1M → $33.2M (+$4.1M)
14% more funds holding
Funds holding: 50 → 57 (+7)
1.18% more ownership
Funds ownership: 10.33% → 11.51% (+1.2%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.99M |
| 2 |
Cohen & Steers
New York
|
+$1.22M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.13M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$584K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$773K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$656K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$650K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$562K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
51
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $11K | – | – | – |
|
|
CAC
52
Certified Advisory Corp
Altamonte Springs,
Florida
| $6K | – | – | – |
|
|
FIA
53
FNY Investment Advisers
New York
| $4K | +$3.96K | +405 | New |
|
|
BAM
54
Barrett Asset Management
New York
| $3K | – | – | – |
|
|
TC
55
Trilogy Capital
Irvine,
California
| $3K | – | – | – |
|
|
TCM
56
Tradewinds Capital Management
Bellingham,
Washington
| $2K | +$1.56K | +160 | New |
|
|
BCM
57
Blume Capital Management
Berkeley,
California
| $1K | – | – | – |
|
|
CCP
58
Clough Capital Partners
Boston,
Massachusetts
| – | -$492K | -50,543 | Closed |
|
59
Bank of New York Mellon
New York
| – | -$119K | -12,191 | Closed |
|
60
US Bancorp
Minneapolis,
Minnesota
| – | -$15K | -1,500 | Closed |
|
|
SWP
61
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$6K | -666 | Closed |
|
|
SIC
62
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$6K | -625 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$1K | -140 | Closed |
|
JRS Hedge Fund Activity: Q2 2018 in Review
57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2018, worth a combined $33.2M — up 14% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JRS positions and 6 closed out — a net gain of 7 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $773K.
- 57 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2018, up from 50 in Q1 2018.
- Funds reported $33.2M of Nuveen Real Estate Income Fund stock for Q2 2018, up 14% quarter-over-quarter.
- 13 funds opened new Nuveen Real Estate Income Fund positions in Q2 2018 and 6 closed out, a net change of +7 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q2 2018 was Wolverine Asset Management, an estimated $1.99M added.
- The largest Nuveen Real Estate Income Fund seller in Q2 2018 was Morgan Stanley, an estimated $773K sold.
Based on aggregated 13F filings for Q2 2018.