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Nuveen Real Estate Income Fund
JRS

58 hedge funds and large institutions have $46.5M invested in Nuveen Real Estate Income Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

4% more capital invested

Capital invested by funds: $44.7M → $46.5M (+$1.78M)

0.36% more ownership

Funds ownership: 14.96% → 15.33% (+0.36%)

9% less funds holding

Funds holding: 64 → 58 (-6)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$283K
2
AG
Advisor Group
Arizona
+$271K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$221K
4
AAM
Advisors Asset Management
Colorado
+$194K
5
Morgan Stanley
Morgan Stanley
New York
+$164K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$373K
2
PFA
Pettinga Financial Advisors
Indiana
-$175K
3
PPA
Parametric Portfolio Associates
Washington
-$126K
4
AWS
AJ Wealth Strategies
New York
-$123K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$76.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
51
Peoples Financial Services Corp
Pennsylvania
$18K – – –
CFB
52
Cullen/Frost Bankers
Texas
$11K – – –
ESB
53
Essex Savings Bank
Connecticut
$11K – – –
TC
54
Truvestments Capital
Florida
$8K – – –
FIA
55
FNY Investment Advisers
New York
$7K +$926 +90 +14%
AF
56
Advisornet Financial
Minnesota
$5K – – –
PWP
57
Personal Wealth Partners
Minnesota
$4K +$4.1K +398 New
BAM
58
Barrett Asset Management
New York
$3K – – –
PFA
59
Pettinga Financial Advisors
Indiana
– -$175K -16,930 Closed
PPA
60
Parametric Portfolio Associates
Washington
– -$126K -12,162 Closed
AWS
61
AJ Wealth Strategies
New York
– -$123K -11,862 Closed
IFAM
62
Institutional & Family Asset Management
Colorado
– -$45K -4,310 Closed
CAC
63
Certified Advisory Corp
Florida
– -$6K -601 Closed
GWMIA
64
Global Wealth Management Investment Advisory
Florida
– -$3K -300 Closed
BCM
65
Blume Capital Management
California
– -$2K -150 Closed
1 2
3

JRS Hedge Fund Activity: Q2 2019 in Review

58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2019, worth a combined $46.5M — up 4% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRS and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $283K. The largest seller was Karpus Investment Management, cutting an estimated $373K.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2019, down from 64 in Q1 2019.
  • Funds reported $46.5M of Nuveen Real Estate Income Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q2 2019 and 8 closed out, a net change of -4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2019 was Bank of America, an estimated $283K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2019 was Karpus Investment Management, an estimated $373K sold.

Based on aggregated 13F filings for Q2 2019.