Nuveen Real Estate Income Fund
JRS
42 hedge funds and large institutions have $46.1M invested in Nuveen Real Estate Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $41.3M → $46.1M (+$4.78M)
8% more funds holding
Funds holding: 39 → 42 (+3)
0.27% more ownership
Funds ownership: 13.6% → 13.87% (+0.27%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.79M |
| 2 |
Cohen & Steers
New York
|
+$1.02M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$414K |
| 4 |
SG Americas Securities
New York
|
+$385K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$709K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$669K |
| 3 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
-$201K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$154K |
| 5 |
LPL Financial
San Diego,
California
|
-$142K |
JRS Hedge Fund Activity: Q4 2014 in Review
42 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2014, worth a combined $46.1M — up 12% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JRS positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $2.79M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $709K sold.
- 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2014, up from 39 in Q3 2014.
- Funds reported $46.1M of Nuveen Real Estate Income Fund stock for Q4 2014, up 12% quarter-over-quarter.
- 8 funds opened new Nuveen Real Estate Income Fund positions in Q4 2014 and 3 closed out, a net change of +5 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q4 2014 was Advisors Asset Management, an estimated $2.79M added.
- The largest Nuveen Real Estate Income Fund seller in Q4 2014 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $709K sold.
Based on aggregated 13F filings for Q4 2014.