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Nuveen Real Estate Income Fund

40 hedge funds and large institutions have $31.6M invested in Nuveen Real Estate Income Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

18% more funds holding

Funds holding: 3440 (+6)

1.18% more ownership

Funds ownership: 10.38%11.56% (+1.2%)

0% more capital invested

Capital invested by funds: $31.6M → $31.6M (+$17.7K)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.11M +$309K +28,962 +4%
Cohen & Steers
2
Cohen & Steers
New York
$4.26M +$121K +11,322 +3%
GC
3
Guggenheim Capital
Illinois
$3.91M -$352K -33,036 -7%
LPL Financial
4
LPL Financial
California
$3.01M +$524K +49,126 +18%
Invesco
5
Invesco
Georgia
$1.79M +$1.82M +170,848 +1,003%
WC
6
Whitnell & Co
Illinois
$1.72M +$449K +42,076 +30%
Bank of America
7
Bank of America
North Carolina
$1.43M -$155K -14,509 -9%
OA
8
Oxbow Advisors
Texas
$972K -$1.87K -175 -0.2%
CAM
9
Capstone Asset Management
Texas
$868K -$36.2K -3,400 -4%
MFS
10
MSI Financial Services
Massachusetts
$754K +$61.2K +5,738 +8%
RCM
11
Rivernorth Capital Management
Florida
$735K +$823K +77,227 New
GGPS
12
Gary Goldberg Planning Services
New York
$442K -$93.8K -8,795 -16%
GBA
13
Garrison Bradford & Associates
New York
$328K -$21.3K -2,000 -5%
RA
14
RMR Advisors
Massachusetts
$279K
U
15
UBS
Switzerland
$265K +$33.1K +3,108 +13%
MIG
16
Mariner Investment Group
New York
$256K +$287K +26,881 New
WAM
17
Weiss Asset Management
Massachusetts
$245K +$275K +25,778 New
Wells Fargo
18
Wells Fargo
California
$243K +$24.3K +2,276 +10%
SG Americas Securities
19
SG Americas Securities
New York
$235K +$264K +24,737 New
WAM
20
Wolverine Asset Management
Illinois
$228K +$256K +24,048 New
WA
21
WFG Advisors
Texas
$205K +$10.2K +955 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$200K -$314K -29,442 -58%
Citigroup
23
Citigroup
New York
$199K +$136K +12,794 +159%
YP
24
Yellowstone Partners
Idaho
$141K +$158K +14,810 New
FIG
25
Fusion Investment Group
Pennsylvania
$133K +$149K +13,971 New

JRS Hedge Fund Activity: Q4 2013 in Review

40 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2013, worth a combined $31.6M — up 0.06% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRS positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, adding an estimated $1.82M. The largest seller was Ameriprise, exiting entirely with an estimated $634K sold.

  • 40 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2013, up from 34 in Q3 2013.
  • Funds reported $31.6M of Nuveen Real Estate Income Fund stock for Q4 2013, up 0.06% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Estate Income Fund positions in Q4 2013 and 4 closed out, a net change of +6 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2013 was Invesco, an estimated $1.82M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2013 was Ameriprise, an estimated $634K sold.

Based on aggregated 13F filings for Q4 2013.