We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund

45 hedge funds and large institutions have $49.5M invested in Nuveen Real Estate Income Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $41.1M → $49.5M (+$8.37M)

7% more funds holding

Funds holding: 4245 (+3)

1.97% more ownership

Funds ownership: 14.16%16.13% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$7.57M +$2.91M +275,253 +63%
LPL Financial
2
LPL Financial
California
$7.25M +$3.63M +343,547 +101%
Cohen & Steers
3
Cohen & Steers
New York
$7.22M -$185K -17,527 -3%
Morgan Stanley
4
Morgan Stanley
New York
$7.16M -$333K -31,479 -4%
Invesco
5
Invesco
Georgia
$3.46M -$733K -69,321 -18%
Bank of America
6
Bank of America
North Carolina
$2.48M +$42.4K +4,013 +2%
WC
7
Whitnell & Co
Illinois
$1.63M +$286 +27 +0%
Wells Fargo
8
Wells Fargo
California
$1.35M +$47.8K +4,515 +4%
OA
9
Oxbow Advisors
Texas
$1.23M -$18K -1,700 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.13M +$238K +22,477 +27%
UBS Group
11
UBS Group
Switzerland
$1.03M -$67K -6,330 -6%
GC
12
Guggenheim Capital
Illinois
$1.03M -$486K -45,916 -32%
Citigroup
13
Citigroup
New York
$937K +$757K +71,590 +428%
RCM
14
Robinson Capital Management
Michigan
$841K +$838K +79,212 New
MCM
15
Moore Capital Management
New York
$555K +$553K +52,293 New
CA
16
Cornerstone Advisors
North Carolina
$553K -$139K -13,180 -20%
MFS
17
MSI Financial Services
Massachusetts
$429K -$2.69K -254 -0.6%
CCP
18
Clough Capital Partners
Massachusetts
$394K -$1.74M -164,400 -82%
BAM
19
Bruderman Asset Management
New York
$370K -$41.4K -3,910 -10%
DA
20
Doliver Advisors
Texas
$302K +$95.3K +9,006 +46%
GBA
21
Garrison Bradford & Associates
New York
$250K
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K +$235K +22,220 New
SG Americas Securities
23
SG Americas Securities
New York
$189K +$188K +17,763 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$181K +$49.7K +4,698 +38%
SAM
25
Summit Asset Management
Tennessee
$179K -$9.52K -900 -5%

JRS Hedge Fund Activity: Q4 2015 in Review

45 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2015, worth a combined $49.5M — up 20% from $41.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JRS positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.63M. The largest seller was Clough Capital Partners, cutting an estimated $1.74M.

  • 45 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2015, up from 42 in Q3 2015.
  • Funds reported $49.5M of Nuveen Real Estate Income Fund stock for Q4 2015, up 20% quarter-over-quarter.
  • 8 funds opened new Nuveen Real Estate Income Fund positions in Q4 2015 and 5 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2015 was LPL Financial, an estimated $3.63M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2015 was Clough Capital Partners, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2015.