We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

59 hedge funds and large institutions have $36.8M invested in Nuveen Real Estate Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $32.4M → $36.8M (+$4.39M)

0.36% more ownership

Funds ownership: 16.89% → 17.25% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

6% less funds holding

Funds holding: 63 → 59 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.36M
2
CA
Cornerstone Advisors
North Carolina
+$947K
3
Walleye Capital
Walleye Capital
New York
+$395K
4
AA
AQR Arbitrage
Connecticut
+$301K
5
LCM
Landscape Capital Management
New Jersey
+$290K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.32M
2
AAM
Advisors Asset Management
Colorado
-$348K
3
Wells Fargo
Wells Fargo
California
-$298K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$278K
5
CF
Centaurus Financial
California
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$12.3K +$12.1K +1,655 New
PTC
52
Private Trust Company
Ohio
$8.66K -$10.2K -1,400 -55%
HBW
53
Hazlett, Burt & Watson
West Virginia
$7K – – –
GRP
54
Global Retirement Partners
California
$6.42K – – –
WP
55
WealthPLAN Partners
Nebraska
$4.56K +$102 +14 +2%
AssetMark Inc
56
AssetMark Inc
California
$4.53K +$4.44K +610 New
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$2.47K – – –
FMP
58
Financial Management Professionals
Texas
$2K +$1.08K +148 +211%
PFSC
59
Peoples Financial Services Corp
Pennsylvania
$1.49K – – –
CF
60
Centaurus Financial
California
– -$269K -36,044 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$207K -27,710 Closed
SWP
62
Stratos Wealth Partners
Ohio
– -$110K -14,700 Closed
VF
63
Virtu Financial
New York
– -$76K -10,205 Closed
BAM
64
Belpointe Asset Management
Nevada
– -$39.6K -5,296 Closed
RA
65
Rise Advisors
New York
– -$20.7K -2,777 Closed
ASN
66
Advisory Services Network
Georgia
– -$18.4K -2,463 Closed
SSC
67
Syverson Strege & Co
Iowa
– -$4.98K -667 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– -$4.38K -586 Closed
1 2
3

JRS Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2023, worth a combined $36.8M — up 14% from $32.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRS and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Wolverine Asset Management, adding an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $1.32M.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $36.8M of Nuveen Real Estate Income Fund stock for Q2 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q2 2023 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2023 was Wolverine Asset Management, an estimated $1.36M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2023.