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Nuveen Real Estate Income Fund
JRS

66 hedge funds and large institutions have $39.8M invested in Nuveen Real Estate Income Fund in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $34.8M → $39.8M (+$5.02M)

14% more funds holding

Funds holding: 58 → 66 (+8)

4% more ownership

Funds ownership: 12.29% → 16.29% (+4%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.22M
2
1CP
1607 Capital Partners
Virginia
+$1.91M
3
AAM
Advisors Asset Management
Colorado
+$1.53M
4
BTS
BB&T Securities
Virginia
+$459K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$352K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.31M
2
WAM
Wolverine Asset Management
Illinois
-$796K
3
AA
Advisory Alpha
Michigan
-$507K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$243K
5
GBA
Garrison Bradford & Associates
New York
-$132K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
51
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$16K +$18.4K +2,000 New
FHA
53
Flagship Harbor Advisors
Massachusetts
$16K +$18.4K +2,001 New
PFSC
54
Peoples Financial Services Corp
Pennsylvania
$14K – – –
ESB
55
Essex Savings Bank
Connecticut
$8K +$9.18K +1,000 New
IA
56
IFP Advisors
Florida
$7K – – –
IFAM
57
Institutional & Family Asset Management
Colorado
$7K +$8.08K +880 New
CAC
58
Certified Advisory Corp
Florida
$5K – – –
AF
59
Advisornet Financial
Minnesota
$4K -$6.43K -700 -58%
BAM
60
Barrett Asset Management
New York
$3K – – –
GWMIA
61
Global Wealth Management Investment Advisory
Florida
$3K +$2.75K +300 New
BCM
62
Blume Capital Management
California
$1K – – –
MOS
63
MGO One Seven
Ohio
$1K +$1.74K +189 New
TWM
64
Titus Wealth Management
California
$84 – – –
AA
65
Advisory Alpha
Michigan
– -$507K -55,068 Closed
GBA
66
Garrison Bradford & Associates
New York
– -$132K -13,500 Closed
SFM
67
Signet Financial Management
New Jersey
– -$49K -5,000 Closed
AIP
68
Ameritas Investment Partners
Nebraska
– -$14K -1,500 Closed
FIA
69
FNY Investment Advisers
New York
– -$3K -405 Closed
TC
70
Trilogy Capital
California
– -$3K -300 Closed
TCM
71
Tradewinds Capital Management
Washington
– -$1K -80 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– +$18 +2 New
1 2
3

JRS Hedge Fund Activity: Q4 2018 in Review

66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2018, worth a combined $39.8M — up 14% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRS positions and 8 closed out — a net gain of 9 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.22M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.

  • 66 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2018, up from 58 in Q3 2018.
  • Funds reported $39.8M of Nuveen Real Estate Income Fund stock for Q4 2018, up 14% quarter-over-quarter.
  • 17 funds opened new Nuveen Real Estate Income Fund positions in Q4 2018 and 8 closed out, a net change of +9 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $7.22M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2018.