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Nuveen Real Estate Income Fund

42 hedge funds and large institutions have $51.8M invested in Nuveen Real Estate Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $49.5M → $51.8M (+$2.27M)

0.44% more ownership

Funds ownership: 16.13%16.57% (+0.44%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

7% less funds holding

Funds holding: 4542 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.4M +$626K +62,004 +9%
LPL Financial
2
LPL Financial
California
$7.32M +$35.4K +3,506 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$7.05M -$240K -23,793 -4%
Cohen & Steers
4
Cohen & Steers
New York
$6.89M -$453K -44,886 -7%
Invesco
5
Invesco
Georgia
$3.29M -$222K -22,023 -7%
Bank of America
6
Bank of America
North Carolina
$2.46M -$63.5K -6,289 -3%
Citigroup
7
Citigroup
New York
$2.45M +$1.39M +137,791 +156%
WC
8
Whitnell & Co
Illinois
$1.66M +$273 +27 +0%
Wells Fargo
9
Wells Fargo
California
$1.48M +$89.1K +8,828 +7%
OA
10
Oxbow Advisors
Texas
$1.29M +$25.2K +2,500 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.1M -$47.5K -4,704 -4%
CA
12
Cornerstone Advisors
North Carolina
$1.09M +$490K +48,500 +93%
RCM
13
Robinson Capital Management
Michigan
$1.02M +$151K +15,000 +19%
UBS Group
14
UBS Group
Switzerland
$1.01M -$37.2K -3,689 -4%
GC
15
Guggenheim Capital
Illinois
$866K -$167K -16,569 -17%
CCP
16
Clough Capital Partners
Massachusetts
$822K +$391K +38,700 +104%
MCM
17
Moore Capital Management
New York
$567K
DA
18
Doliver Advisors
Texas
$515K +$193K +19,081 +67%
BAM
19
Bruderman Asset Management
New York
$363K -$14.1K -1,397 -4%
MFS
20
MSI Financial Services
Massachusetts
$361K -$71.1K -7,044 -17%
SAM
21
Summit Asset Management
Tennessee
$183K
RA
22
RMR Advisors
Massachusetts
$181K
YP
23
Yellowstone Partners
Idaho
$172K +$5.05K +500 +3%
SG Americas Securities
24
SG Americas Securities
New York
$158K -$31.7K -3,142 -18%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$155K -$2.33K -231 -2%

JRS Hedge Fund Activity: Q1 2016 in Review

42 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2016, worth a combined $51.8M — up 4.6% from $49.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JRS and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Citigroup, adding an estimated $1.39M. The largest seller was Cohen & Steers, cutting an estimated $453K.

  • 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2016, down from 45 in Q4 2015.
  • Funds reported $51.8M of Nuveen Real Estate Income Fund stock for Q1 2016, up 4.6% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q1 2016 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2016 was Citigroup, an estimated $1.39M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2016 was Cohen & Steers, an estimated $453K sold.

Based on aggregated 13F filings for Q1 2016.