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Nuveen Real Estate Income Fund
JRS

60 hedge funds and large institutions have $36.2M invested in Nuveen Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 20 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

2% more funds holding

Funds holding: 59 → 60 (+1)

1.43% more ownership

Funds ownership: 17.25% → 18.68% (+1.4%)

2% less capital invested

Capital invested by funds: $36.8M → $36.2M (-$650K)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.08M
2
AA
AQR Arbitrage
Connecticut
+$996K
3
Bank of America
Bank of America
North Carolina
+$824K
4
SCM
Saba Capital Management
New York
+$793K
5
API
Advisor Partners II
California
+$497K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$868K
2
Ameriprise
Ameriprise
Minnesota
-$403K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$321K
4
SFS
Shaker Financial Services
Virginia
-$216K
5
KAS
Kestra Advisory Services
Texas
-$166K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
Manchester Capital Management
Vermont
$20.1K +$21.9K +3,000 New
FIA
52
FNY Investment Advisers
New York
$16K – – –
IA
53
IFP Advisors
Florida
$15.5K +$16.9K +2,314 New
HI
54
Harbour Investments
Wisconsin
$15.2K – – –
EWA
55
EverSource Wealth Advisors
Alabama
$12.1K – – –
HBW
56
Hazlett, Burt & Watson
West Virginia
$7K – – –
GRP
57
Global Retirement Partners
California
$5.93K +$313 +43 +5%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$2.23K – – –
PFSC
59
Peoples Financial Services Corp
Pennsylvania
$1.34K – – –
FMP
60
Financial Management Professionals
Texas
$1K – – –
SFS
61
Shaker Financial Services
Virginia
– -$216K -28,405 Closed
JFG
62
JMG Financial Group
Illinois
– -$104K -14,028 Closed
Invesco
63
Invesco
Georgia
– -$89.2K -12,004 Closed
NA
64
NewEdge Advisors
Louisiana
– -$89.2K -12,000 Closed
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
– -$13.2K -1,775 Closed
PTC
66
Private Trust Company
Ohio
– -$8.66K -1,165 Closed
WP
67
WealthPLAN Partners
Nebraska
– -$4.56K -614 Closed
AssetMark Inc
68
AssetMark Inc
California
– -$4.53K -610 Closed
1 2
3

JRS Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2023, worth a combined $36.2M — down 1.8% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.08M. The largest seller was LPL Financial, cutting an estimated $868K.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2023, up from 59 in Q2 2023.
  • Funds reported $36.2M of Nuveen Real Estate Income Fund stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $1.08M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2023 was LPL Financial, an estimated $868K sold.

Based on aggregated 13F filings for Q3 2023.