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Nuveen Real Estate Income Fund
JRS

60 hedge funds and large institutions have $37.2M invested in Nuveen Real Estate Income Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $30.5M → $37.2M (+$6.71M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

7% more funds holding

Funds holding: 56 → 60 (+4)

1.3% more ownership

Funds ownership: 13.95% → 15.25% (+1.3%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.96M
2
LPL Financial
LPL Financial
California
+$563K
3
Morgan Stanley
Morgan Stanley
New York
+$477K
4
PPA
Parametric Portfolio Associates
Washington
+$337K
5
KWM
Kingsview Wealth Management
Oregon
+$295K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.07M
2
ABC
Associated Banc-Corp
Wisconsin
-$324K
3
GC
Guggenheim Capital
Illinois
-$324K
4
CRC
Curi RMB Capital
Illinois
-$264K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
51
Peoples Financial Services Corp
Pennsylvania
$14K – – –
RCA
52
Ranch Capital Advisors
Florida
$13K – – –
SIM
53
Sonora Investment Management
Arizona
$13K – – –
CFB
54
Cullen/Frost Bankers
Texas
$8K – – –
SSC
55
Syverson Strege & Co
Iowa
$5K +$4.58K +567 New
FHC
56
First Horizon Corporation
Tennessee
$4K – – –
BAM
57
Barrett Asset Management
New York
$3K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2K -$67.4K -8,347 -98%
AssetMark Inc
59
AssetMark Inc
California
$1K +$1.01K +125 New
LGA
60
Lebenthal Global Advisors
New York
$1K +$1.36K +168 New
CRC
61
Curi RMB Capital
Illinois
– -$264K -35,001 Closed
RA
62
RFG Advisory
Alabama
– -$100K -13,266 Closed
CI
63
CX Institutional
Indiana
– -$30K -3,989 Closed
GWS
64
Glassman Wealth Services
Virginia
– -$15K -2,000 Closed
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
– -$3K -333 Closed
1 2
3

JRS Hedge Fund Activity: Q4 2020 in Review

60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2020, worth a combined $37.2M — up 22% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.96M. The largest seller was Advisors Asset Management, cutting an estimated $1.07M.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $37.2M of Nuveen Real Estate Income Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q4 2020 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2020 was Cornerstone Advisors, an estimated $1.96M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2020.