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Nuveen Real Estate Income Fund

42 hedge funds and large institutions have $41.1M invested in Nuveen Real Estate Income Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4142 (+1)

0.21% more ownership

Funds ownership: 13.95%14.16% (+0.21%)

0% less capital invested

Capital invested by funds: $41.2M → $41.1M (-$25.8K)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
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
$7.09M -$558K -53,511 -7%
Cohen & Steers
2
Cohen & Steers
New York
$7.01M -$318K -30,548 -4%
AAM
3
Advisors Asset Management
Colorado
$4.39M +$1.45M +139,149 +47%
Invesco
4
Invesco
Georgia
$3.97M -$801K -76,891 -16%
LPL Financial
5
LPL Financial
California
$3.43M +$32.6K +3,126 +0.9%
Bank of America
6
Bank of America
North Carolina
$2.31M +$316K +30,278 +15%
CCP
7
Clough Capital Partners
Massachusetts
$2.02M
WC
8
Whitnell & Co
Illinois
$1.54M -$102K -9,795 -6%
GC
9
Guggenheim Capital
Illinois
$1.43M -$311K -29,877 -17%
Wells Fargo
10
Wells Fargo
California
$1.23M +$971K +93,162 +314%
OA
11
Oxbow Advisors
Texas
$1.18M -$33.6K -3,225 -3%
UBS Group
12
UBS Group
Switzerland
$1.04M +$314K +30,079 +41%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$839K +$131K +12,600 +18%
CA
14
Cornerstone Advisors
North Carolina
$656K
MFS
15
MSI Financial Services
Massachusetts
$408K +$57.1K +5,475 +16%
BAM
16
Bruderman Asset Management
New York
$390K +$28K +2,684 +7%
GBA
17
Garrison Bradford & Associates
New York
$236K
CRC
18
Curi RMB Capital
Illinois
$218K +$226K +21,723 New
DA
19
Doliver Advisors
Texas
$195K -$17.4K -1,667 -8%
FIG
20
Fusion Investment Group
Pennsylvania
$188K +$4.48K +430 +2%
SAM
21
Summit Asset Management
Tennessee
$179K
Citigroup
22
Citigroup
New York
$168K +$80.3K +7,707 +85%
RA
23
RMR Advisors
Massachusetts
$167K +$39.6K +3,800 +30%
YP
24
Yellowstone Partners
Idaho
$154K -$12.4K -1,189 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$129K -$82.6K -7,924 -38%

JRS Hedge Fund Activity: Q3 2015 in Review

42 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2015, worth a combined $41.1M — down 0.06% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JRS positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.45M. The largest seller was Invesco, cutting an estimated $801K.

  • 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2015, up from 41 in Q2 2015.
  • Funds reported $41.1M of Nuveen Real Estate Income Fund stock for Q3 2015, down 0.06% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q3 2015 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2015 was Advisors Asset Management, an estimated $1.45M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2015 was Invesco, an estimated $801K sold.

Based on aggregated 13F filings for Q3 2015.