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Nuveen Real Estate Income Fund

38 hedge funds and large institutions have $35.9M invested in Nuveen Real Estate Income Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $31.6M → $35.9M (+$4.3M)

0.07% more ownership

Funds ownership: 11.56%11.63% (+0.07%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

5% less funds holding

Funds holding: 4038 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.97M -$147K -14,094 -2%
Cohen & Steers
2
Cohen & Steers
New York
$4.25M -$534K -51,202 -11%
Invesco
3
Invesco
Georgia
$3.74M +$1.69M +161,704 +86%
GC
4
Guggenheim Capital
Illinois
$3.74M -$637K -61,106 -15%
LPL Financial
5
LPL Financial
California
$3.67M +$283K +27,144 +9%
WC
6
Whitnell & Co
Illinois
$1.92M -$12.8K -1,227 -0.7%
OA
7
Oxbow Advisors
Texas
$1.13M +$32.8K +3,150 +3%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$1.09M +104,700 New
CAM
9
Capstone Asset Management
Texas
$955K -$20.8K -2,000 -2%
MFS
10
MSI Financial Services
Massachusetts
$902K +$52.1K +5,002 +6%
RCM
11
Robinson Capital Management
Michigan
$797K +$775K +74,376 New
Bank of America
12
Bank of America
North Carolina
$659K -$923K -88,549 -59%
BKBG
13
BHF Kleinwort Benson Group
Belgium
$656K +$638K +61,241 New
GGPS
14
Gary Goldberg Planning Services
New York
$512K +$13.8K +1,326 +3%
GBA
15
Garrison Bradford & Associates
New York
$369K
RA
16
RMR Advisors
Massachusetts
$314K
U
17
UBS
Switzerland
$304K +$6.03K +579 +2%
Wells Fargo
18
Wells Fargo
California
$275K +$2.91K +279 +1%
WA
19
WFG Advisors
Texas
$230K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$220K -$5.21K -500 -2%
FIG
21
Fusion Investment Group
Pennsylvania
$206K +$55K +5,281 +38%
YP
22
Yellowstone Partners
Idaho
$177K +$17.6K +1,690 +11%
SAM
23
Summit Asset Management
Tennessee
$142K
MA
24
Marshwinds Advisory
Georgia
$131K
JFG
25
JMG Financial Group
Illinois
$127K

JRS Hedge Fund Activity: Q1 2014 in Review

38 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2014, worth a combined $35.9M — up 14% from $31.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JRS and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Invesco, adding an estimated $1.69M. The largest seller was Bank of America, cutting an estimated $923K.

  • 38 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2014, down from 40 in Q4 2013.
  • Funds reported $35.9M of Nuveen Real Estate Income Fund stock for Q1 2014, up 14% quarter-over-quarter.
  • 5 funds opened new Nuveen Real Estate Income Fund positions in Q1 2014 and 7 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2014 was Invesco, an estimated $1.69M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2014 was Bank of America, an estimated $923K sold.

Based on aggregated 13F filings for Q1 2014.