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Nuveen Real Estate Income Fund
JRS

59 hedge funds and large institutions have $67.4M invested in Nuveen Real Estate Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $49M → $67.4M (+$18.4M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2.25% more ownership

Funds ownership: 15.95% → 18.2% (+2.2%)

2% more funds holding

Funds holding: 58 → 59 (+1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.45M
2
AAM
Advisors Asset Management
Colorado
+$1.8M
3
VIA
Vident Investment Advisory
Georgia
+$1.47M
4
Wells Fargo
Wells Fargo
California
+$990K
5
Invesco
Invesco
Georgia
+$512K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.32M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$573K
3
SFS
Shaker Financial Services
Virginia
-$563K
4
RCM
Robinson Capital Management
Michigan
-$302K
5
PPA
Parametric Portfolio Associates
Washington
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
51
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$30K +$187 +16 +0.7%
CFB
53
Cullen/Frost Bankers
Texas
$13K – – –
SMG
54
Spectrum Management Group
Indiana
$13K +$211 +18 +2%
SSC
55
Syverson Strege & Co
Iowa
$8K +$234 +20 +3%
FHA
56
First Horizon Advisors
Tennessee
$6K – – –
BAM
57
Barrett Asset Management
New York
$4K – – –
PFSC
58
Peoples Financial Services Corp
Pennsylvania
$3K -$17.6K -1,500 -88%
CA
59
CoreCap Advisors
Michigan
$1K +$1.29K +110 New
WAM
60
Wolverine Asset Management
Illinois
– -$1.32M -124,466 Closed
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
– -$573K -48,911 Closed
RCM
62
Robinson Capital Management
Michigan
– -$302K -28,474 Closed
FIA
63
FNY Investment Advisers
New York
– -$103K -9,770 Closed
RCA
64
Ranch Capital Advisors
Florida
– -$17K -1,567 Closed
EIP
65
Ellis Investment Partners
Pennsylvania
– -$10K -1,000 Closed
CFD
66
Creative Financial Designs
Indiana
– -$8K -735 Closed
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed
1 2
3

JRS Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2021, worth a combined $67.4M — up 38% from $49M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JRS positions and 9 closed out — a net gain of 3 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.45M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.32M sold.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $67.4M of Nuveen Real Estate Income Fund stock for Q4 2021, up 38% quarter-over-quarter.
  • 12 funds opened new Nuveen Real Estate Income Fund positions in Q4 2021 and 9 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2021 was Thomas J. Herzfeld Advisors, an estimated $2.45M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2021 was Wolverine Asset Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2021.