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Nuveen Real Estate Income Fund

69 hedge funds and large institutions have $52.6M invested in Nuveen Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

45% more capital invested

Capital invested by funds: $36.2M → $52.6M (+$16.4M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

15% more funds holding

Funds holding: 6069 (+9)

4.58% more ownership

Funds ownership: 18.68%23.26% (+4.6%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Able Wealth Management
New Jersey
$35K +$30.8K +4,474 New
AA
52
Ancora Advisors
Ohio
$26.6K
MCM
53
Manchester Capital Management
Vermont
$23.5K
LC
54
Lindbrook Capital
California
$23.5K +$20.6K +3,000 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$18K +$15.8K +2,300 New
HI
56
Harbour Investments
Wisconsin
$17.8K
ASN
57
Advisory Services Network
Georgia
$14.1K +$12.4K +1,803 New
EWA
58
EverSource Wealth Advisors
Alabama
$14.1K
GI
59
Gradient Investments
Minnesota
$9.63K +$8.47K +1,232 New
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$9.38K +$8.25K +1,200 New
HBW
61
Hazlett, Burt & Watson
West Virginia
$8K
JP Morgan Chase
62
JP Morgan Chase
New York
$7.48K -$37.7K -5,475 -85%
BWM
63
Baystate Wealth Management
Massachusetts
$4K +$3.51K +510 New
PS
64
Principal Securities
Iowa
$2.84K +$2.5K +363 New
FMP
65
Financial Management Professionals
Texas
$2K +$550 +80 +37%
GRP
66
Global Retirement Partners
California
$1.88K -$4.55K -662 -73%
PFSC
67
Peoples Financial Services Corp
Pennsylvania
$1.56K
NA
68
NewEdge Advisors
Louisiana
$288 +$254 +37 New
CPA
69
Clear Point Advisors
New York
$9 +$7 +1 New
SCM
70
Saba Capital Management
New York
-$729K -108,742 Closed
LSC
71
Logan Stone Capital
Illinois
-$157K -23,424 Closed
EC
72
Elequin Capital
New York
-$115K -17,172 Closed
BPA
73
Beacon Pointe Advisors
California
-$87.8K -13,100 Closed
AWM
74
Affinity Wealth Management
Delaware
-$67.6K -10,095 Closed
FIA
75
FNY Investment Advisers
New York
-$16K -2,400 Closed

JRS Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2023, worth a combined $52.6M — up 45% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRS positions and 8 closed out — a net gain of 10 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $729K sold.

  • 69 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $52.6M of Nuveen Real Estate Income Fund stock for Q4 2023, up 45% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Estate Income Fund positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.2M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $729K sold.

Based on aggregated 13F filings for Q4 2023.