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Nuveen Real Estate Income Fund

41 hedge funds and large institutions have $41.2M invested in Nuveen Real Estate Income Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

8% more funds holding

Funds holding: 3841 (+3)

0.05% less ownership

Funds ownership: 13.99%13.95% (-0.05%)

15% less capital invested

Capital invested by funds: $48.2M → $41.2M (-$7.04M)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.75M -$321K -28,677 -4%
Cohen & Steers
2
Cohen & Steers
New York
$7.44M +$46.5K +4,161 +0.6%
Invesco
3
Invesco
Georgia
$4.82M -$933K -83,444 -15%
LPL Financial
4
LPL Financial
California
$3.44M +$36.4K +3,252 +1%
AAM
5
Advisors Asset Management
Colorado
$3.04M -$129K -11,492 -4%
CCP
6
Clough Capital Partners
Massachusetts
$2.06M +$117K +10,500 +5%
Bank of America
7
Bank of America
North Carolina
$2.04M +$894K +79,958 +67%
GC
8
Guggenheim Capital
Illinois
$1.76M -$255K -22,821 -12%
WC
9
Whitnell & Co
Illinois
$1.66M +$694 +62 +0%
OA
10
Oxbow Advisors
Texas
$1.24M +$14.5K +1,300 +1%
UBS Group
11
UBS Group
Switzerland
$748K +$2.06K +184 +0.3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$724K +$793K +70,894 New
CA
13
Cornerstone Advisors
North Carolina
$666K -$1.34M -119,915 -65%
WAM
14
Wolverine Asset Management
Illinois
$561K +$615K +55,005 New
BAM
15
Bruderman Asset Management
New York
$368K +$14K +1,249 +4%
MFS
16
MSI Financial Services
Massachusetts
$359K -$38.8K -3,468 -9%
Wells Fargo
17
Wells Fargo
California
$303K +$53.5K +4,782 +19%
GBA
18
Garrison Bradford & Associates
New York
$240K
DA
19
Doliver Advisors
Texas
$215K +$236K +21,088 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$212K -$8.48K -758 -4%
FIG
21
Fusion Investment Group
Pennsylvania
$187K +$50.8K +4,538 +33%
SAM
22
Summit Asset Management
Tennessee
$182K
YP
23
Yellowstone Partners
Idaho
$169K +$112 +10 +0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$140K -$9.82K -878 -6%
RA
25
RMR Advisors
Massachusetts
$131K

JRS Hedge Fund Activity: Q2 2015 in Review

41 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2015, worth a combined $41.2M — down 15% from $48.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JRS positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $894K. The largest seller was Cornerstone Advisors, cutting an estimated $1.34M.

  • 41 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2015, up from 38 in Q1 2015.
  • Funds reported $41.2M of Nuveen Real Estate Income Fund stock for Q2 2015, down 15% quarter-over-quarter.
  • 6 funds opened new Nuveen Real Estate Income Fund positions in Q2 2015 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2015 was Bank of America, an estimated $894K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2015 was Cornerstone Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2015.