Nuveen Real Estate Income Fund
JRS
62 hedge funds and large institutions have $47.3M invested in Nuveen Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 15 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
2.53% less ownership
Funds ownership: 23.26% → 20.72% (-2.5%)
10% less capital invested
Capital invested by funds: $52.6M → $47.3M (-$5.28M)
10% less funds holding
Funds holding: 69 → 62 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$684K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$658K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$412K |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$357K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.17M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.74M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.43M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$709K |
| 5 |
Rockefeller Capital Management
New York
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
76
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$9.2K | -1,200 | Closed |
|
77
JP Morgan Chase
New York
| – | -$7.48K | -956 | Closed |
|
JRS Hedge Fund Activity: Q1 2024 in Review
62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2024, worth a combined $47.3M — down 10% from $52.6M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of JRS and 9 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 18 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $684K. The largest seller was Morgan Stanley, cutting an estimated $4.17M.
- 62 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2024, down from 69 in Q4 2023.
- Funds reported $47.3M of Nuveen Real Estate Income Fund stock for Q1 2024, down 10% quarter-over-quarter.
- 9 funds opened new Nuveen Real Estate Income Fund positions in Q1 2024 and 15 closed out, a net change of -6 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $684K added.
- The largest Nuveen Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.17M sold.
Based on aggregated 13F filings for Q1 2024.