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Nuveen Real Estate Income Fund

34 hedge funds and large institutions have $31.6M invested in Nuveen Real Estate Income Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

0.51% more ownership

Funds ownership: 9.87%10.38% (+0.51%)

7% less capital invested

Capital invested by funds: $33.8M → $31.6M (-$2.2M)

11% less funds holding

Funds holding: 3834 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.69M +$1.54M +139,353 +20%
GC
2
Guggenheim Capital
Illinois
$4.68M -$564K -50,931 -10%
Cohen & Steers
3
Cohen & Steers
New York
$4.61M +$1.39M +125,262 +40%
LPL Financial
4
LPL Financial
California
$2.92M -$456K -41,164 -13%
Bank of America
5
Bank of America
North Carolina
$1.74M +$73.4K +6,620 +4%
WC
6
Whitnell & Co
Illinois
$1.46M +$1.26M +114,040 +475%
OA
7
Oxbow Advisors
Texas
$1.08M -$3.05K -275 -0.3%
CAM
8
Capstone Asset Management
Texas
$999K +$122K +11,000 +13%
MFS
9
MSI Financial Services
Massachusetts
$776K +$61.8K +5,578 +8%
Ameriprise
10
Ameriprise
Minnesota
$634K +$64K +5,777 +11%
GGPS
11
Gary Goldberg Planning Services
New York
$583K -$41.9K -3,782 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$533K +$61.4K +5,541 +12%
GBA
13
Garrison Bradford & Associates
New York
$385K
RA
14
RMR Advisors
Massachusetts
$310K
OC
15
Oppenheimer & Co
New York
$290K +$1.81K +163 +0.6%
U
16
UBS
Switzerland
$261K +$28.1K +2,534 +11%
Wells Fargo
17
Wells Fargo
California
$245K +$5.55K +501 +2%
WA
18
WFG Advisors
Texas
$217K +$4.66K +420 +2%
Invesco
19
Invesco
Georgia
$180K -$108K -9,761 -36%
HK
20
Horizon Kinetics
New York
$175K
SAM
21
Summit Asset Management
Tennessee
$140K
MA
22
Marshwinds Advisory
Georgia
$129K
APU
23
Alpine Partners USVI
U.S. Virgin Islands
$128K +$134K +12,118 New
JFG
24
JMG Financial Group
Illinois
$125K
Citigroup
25
Citigroup
New York
$85K +$211 +19 +0.2%

JRS Hedge Fund Activity: Q3 2013 in Review

34 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2013, worth a combined $31.6M — down 6.5% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JRS and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $1.54M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.57M sold.

  • 34 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2013, down from 38 in Q2 2013.
  • Funds reported $31.6M of Nuveen Real Estate Income Fund stock for Q3 2013, down 6.5% quarter-over-quarter.
  • 1 fund opened new Nuveen Real Estate Income Fund positions in Q3 2013 and 5 closed out, a net change of -4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2013 was Morgan Stanley, an estimated $1.54M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2013.