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Nuveen Real Estate Income Fund

41 hedge funds and large institutions have $43M invested in Nuveen Real Estate Income Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $35.9M → $43M (+$7.12M)

8% more funds holding

Funds holding: 3841 (+3)

1.72% more ownership

Funds ownership: 11.63%13.34% (+1.7%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.39M +$24K +2,189 +0.3%
Cohen & Steers
2
Cohen & Steers
New York
$6.41M +$1.93M +176,301 +44%
Invesco
3
Invesco
Georgia
$5.19M +$1.25M +114,535 +33%
LPL Financial
4
LPL Financial
California
$3.72M -$113K -10,336 -3%
GC
5
Guggenheim Capital
Illinois
$3.24M -$652K -59,496 -17%
RCM
6
Robinson Capital Management
Michigan
$2.02M +$1.23M +112,616 +151%
WC
7
Whitnell & Co
Illinois
$1.83M -$162K -14,825 -8%
WAM
8
Wolverine Asset Management
Illinois
$1.31M +$1.21M +110,844 +1,718%
OA
9
Oxbow Advisors
Texas
$1.18M -$274 -25 -0%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.07M -$94.6K -8,634 -8%
MFS
11
MSI Financial Services
Massachusetts
$1.06M +$120K +10,930 +13%
CAM
12
Capstone Asset Management
Texas
$997K
CA
13
Cornerstone Advisors
North Carolina
$714K +$699K +63,836 New
Bank of America
14
Bank of America
North Carolina
$661K -$25.9K -2,369 -4%
RA
15
RMR Advisors
Massachusetts
$565K +$232K +21,199 +72%
GGPS
16
Gary Goldberg Planning Services
New York
$546K +$11.8K +1,075 +2%
Wells Fargo
17
Wells Fargo
California
$404K +$113K +10,343 +40%
GBA
18
Garrison Bradford & Associates
New York
$386K
U
19
UBS
Switzerland
$267K -$50.3K -4,596 -16%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$263K +$257K +23,509 New
WA
21
WFG Advisors
Texas
$245K +$5.02K +458 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$236K +$6.94K +634 +3%
FIG
23
Fusion Investment Group
Pennsylvania
$205K -$10.4K -947 -5%
YP
24
Yellowstone Partners
Idaho
$185K +$99 +9 +0.1%
SAM
25
Summit Asset Management
Tennessee
$149K

JRS Hedge Fund Activity: Q2 2014 in Review

41 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2014, worth a combined $43M — up 20% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JRS positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.93M. The largest seller was BHF Kleinwort Benson Group, exiting entirely with an estimated $656K sold.

  • 41 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2014, up from 38 in Q1 2014.
  • Funds reported $43M of Nuveen Real Estate Income Fund stock for Q2 2014, up 20% quarter-over-quarter.
  • 5 funds opened new Nuveen Real Estate Income Fund positions in Q2 2014 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2014 was Cohen & Steers, an estimated $1.93M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2014 was BHF Kleinwort Benson Group, an estimated $656K sold.

Based on aggregated 13F filings for Q2 2014.