We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund

38 hedge funds and large institutions have $48.2M invested in Nuveen Real Estate Income Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $46.1M → $48.2M (+$2.12M)

0.13% more ownership

Funds ownership: 13.87%13.99% (+0.13%)

10% less funds holding

Funds holding: 4238 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
11
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
$9.39M -$230K -19,494 -2%
Cohen & Steers
2
Cohen & Steers
New York
$8.63M +$329K +27,868 +4%
Invesco
3
Invesco
Georgia
$6.62M -$720K -60,956 -10%
LPL Financial
4
LPL Financial
California
$3.95M +$254K +21,484 +7%
AAM
5
Advisors Asset Management
Colorado
$3.69M +$718K +60,778 +24%
GC
6
Guggenheim Capital
Illinois
$2.33M -$411K -34,825 -15%
CCP
7
Clough Capital Partners
Massachusetts
$2.27M +$2.26M +191,000 New
CA
8
Cornerstone Advisors
North Carolina
$2.21M +$230K +19,474 +12%
WC
9
Whitnell & Co
Illinois
$1.94M -$99K -8,379 -5%
OA
10
Oxbow Advisors
Texas
$1.43M +$92.2K +7,800 +7%
Bank of America
11
Bank of America
North Carolina
$1.42M +$341K +28,891 +32%
UBS Group
12
UBS Group
Switzerland
$871K +$636K +53,789 +279%
MFS
13
MSI Financial Services
Massachusetts
$460K -$74.3K -6,292 -14%
BAM
14
Bruderman Asset Management
New York
$415K +$412K +34,833 New
Wells Fargo
15
Wells Fargo
California
$296K -$20.1K -1,699 -6%
GBA
16
Garrison Bradford & Associates
New York
$280K -$130K -11,000 -32%
WA
17
WFG Advisors
Texas
$278K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$256K +$11.2K +950 +5%
SAM
19
Summit Asset Management
Tennessee
$212K
YP
20
Yellowstone Partners
Idaho
$197K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$174K +$18.8K +1,589 +12%
FIG
22
Fusion Investment Group
Pennsylvania
$164K +$4.05K +343 +3%
RA
23
RMR Advisors
Massachusetts
$153K -$632K -53,514 -81%
JFG
24
JMG Financial Group
Illinois
$141K
ICAS
25
Investors Capital Advisory Services
Massachusetts
$134K +$134K +11,305 New

JRS Hedge Fund Activity: Q1 2015 in Review

38 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2015, worth a combined $48.2M — up 4.6% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JRS and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $2.26M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.41M sold.

  • 38 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2015, down from 42 in Q4 2014.
  • Funds reported $48.2M of Nuveen Real Estate Income Fund stock for Q1 2015, up 4.6% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q1 2015 and 7 closed out, a net change of -3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2015 was Clough Capital Partners, an estimated $2.26M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2015 was Wolverine Asset Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2015.