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Nuveen Real Estate Income Fund
JRS

63 hedge funds and large institutions have $32.4M invested in Nuveen Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 63 → 63 (0)

0.05% less ownership

Funds ownership: 16.94% → 16.89% (-0.05%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

7% less capital invested

Capital invested by funds: $34.9M → $32.4M (-$2.5M)

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$443K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$322K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$224K
4
CAN
Cetera Advisor Networks
California
+$134K
5
PAG
Private Advisor Group
New Jersey
+$93.1K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$384K
2
PTC
Private Trust Company
Ohio
-$324K
3
LPL Financial
LPL Financial
California
-$277K
4
Invesco
Invesco
Georgia
-$234K
5
Cohen & Steers
Cohen & Steers
New York
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$13.4K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$13.3K – – –
AIP
53
Ahrens Investment Partners
Louisiana
$10.2K +$11.1K +1,365 New
HBW
54
Hazlett, Burt & Watson
West Virginia
$7K – – –
GRP
55
Global Retirement Partners
California
$6.27K +$162 +20 +2%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$5K +$4.94K +610 New
SSC
57
Syverson Strege & Co
Iowa
$4.98K – – –
WP
58
WealthPLAN Partners
Nebraska
$4.49K +$4.86K +600 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$4.38K +$4.74K +585 +58,500%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$4.01K +$322K +39,804 +8%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$2.49K – – –
PFSC
62
Peoples Financial Services Corp
Pennsylvania
$1.49K – – –
FMP
63
Financial Management Professionals
Texas
$1K +$567 +70 New
HighTower Advisors
64
HighTower Advisors
Illinois
– -$109K -14,250 Closed
LCM
65
Landscape Capital Management
New Jersey
– -$75.6K -10,005 Closed
RCM
66
Robinson Capital Management
Michigan
– -$9.76K -1,250 Closed
IA
67
IFP Advisors
Florida
– -$10K -1,050 Closed
PP
68
PrairieView Partners
Minnesota
– -$7K -973 Closed
JP Morgan Chase
69
JP Morgan Chase
New York
– -$7K -942 Closed
FHA
70
First Horizon Advisors
Tennessee
– -$3.78K -500 Closed
MCI
71
MRP Capital Investments
Georgia
– -$2.71K -359 Closed
1 2
3

JRS Hedge Fund Activity: Q1 2023 in Review

63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2023, worth a combined $32.4M — down 7.2% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $443K. The largest seller was Advisors Asset Management, cutting an estimated $384K.

  • 63 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $32.4M of Nuveen Real Estate Income Fund stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q1 2023 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2023 was Morgan Stanley, an estimated $443K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2023 was Advisors Asset Management, an estimated $384K sold.

Based on aggregated 13F filings for Q1 2023.