Nuveen Real Estate Income Fund
JRS
39 hedge funds and large institutions have $41.3M invested in Nuveen Real Estate Income Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
0.26% more ownership
Funds ownership: 13.34% → 13.6% (+0.26%)
4% less capital invested
Capital invested by funds: $43M → $41.3M (-$1.75M)
5% less funds holding
Funds holding: 41 → 39 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.26M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$749K |
| 3 |
Cohen & Steers
New York
|
+$349K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$318K |
| 5 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Capstone Asset Management
Houston,
Texas
|
-$997K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$723K |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$314K |
| 4 |
Morgan Stanley
New York
|
-$297K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$263K |
JRS Hedge Fund Activity: Q3 2014 in Review
39 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2014, worth a combined $41.3M — down 4.1% from $43M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JRS and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Invesco, adding an estimated $1.26M. The largest seller was Capstone Asset Management, exiting entirely with an estimated $997K sold.
- 39 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2014, down from 41 in Q2 2014.
- Funds reported $41.3M of Nuveen Real Estate Income Fund stock for Q3 2014, down 4.1% quarter-over-quarter.
- 2 funds opened new Nuveen Real Estate Income Fund positions in Q3 2014 and 4 closed out, a net change of -2 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q3 2014 was Invesco, an estimated $1.26M added.
- The largest Nuveen Real Estate Income Fund seller in Q3 2014 was Capstone Asset Management, an estimated $997K sold.
Based on aggregated 13F filings for Q3 2014.