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Nuveen Real Estate Income Fund

63 hedge funds and large institutions have $34.9M invested in Nuveen Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

3% more funds holding

Funds holding: 6163 (+2)

1.71% less ownership

Funds ownership: 18.65%16.94% (-1.7%)

16% less capital invested

Capital invested by funds: $41.7M → $34.9M (-$6.73M)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$9.07K +$9.41K +1,200 New
CA
52
CoreCap Advisors
Michigan
$8.32K +$8.62K +1,100 New
HBW
53
Hazlett, Burt & Watson
West Virginia
$8K
JP Morgan Chase
54
JP Morgan Chase
New York
$7K +$7.38K +942 New
PP
55
PrairieView Partners
Minnesota
$7K +$7.63K +973 New
GRP
56
Global Retirement Partners
California
$6.39K +$6.63K +845 New
SSC
57
Syverson Strege & Co
Iowa
$5.04K +$274 +35 +6%
FHA
58
First Horizon Advisors
Tennessee
$3.78K
MCI
59
MRP Capital Investments
Georgia
$2.71K +$2.81K +359 New
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$2.52K +$2.61K +333 New
PAG
61
Private Advisor Group
New Jersey
$2.06K +$276K +35,204 +15%
PFSC
62
Peoples Financial Services Corp
Pennsylvania
$1.51K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$8 +$8 +1 New
CA
64
Cornerstone Advisors
North Carolina
-$722K -93,374 Closed
SFS
65
Shaker Financial Services
Virginia
-$531K -68,630 Closed
SPIA
66
Steward Partners Investment Advisory
New York
-$262K -33,867 Closed
Walleye Capital
67
Walleye Capital
New York
-$192K -24,832 Closed
LNWWM
68
Laird Norton Wetherby Wealth Management
California
-$129K -16,685 Closed
AAS
69
Avantax Advisory Services
Texas
-$90K -11,685 Closed
SEEDPG
70
S.E.E.D. Planning Group
New York
-$77K -10,000 Closed
FIA
71
FNY Investment Advisers
New York
-$18K -2,400 Closed
CFB
72
Cullen/Frost Bankers
Texas
-$8K -1,000 Closed
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
-$4K -610 Closed
EIP
74
Ellis Investment Partners
Pennsylvania
-$3K -500 Closed

JRS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2022, worth a combined $34.9M — down 16% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRS positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $836K. The largest seller was Morgan Stanley, cutting an estimated $1.29M.

  • 63 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2022, up from 61 in Q3 2022.
  • Funds reported $34.9M of Nuveen Real Estate Income Fund stock for Q4 2022, down 16% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Estate Income Fund positions in Q4 2022 and 11 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2022 was Advisors Asset Management, an estimated $836K added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2022.