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Nuveen Real Estate Income Fund

42 hedge funds and large institutions have $52.9M invested in Nuveen Real Estate Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

2% more capital invested

Capital invested by funds: $51.8M → $52.9M (+$1.12M)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.3% less ownership

Funds ownership: 16.57%15.27% (-1.3%)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.88M +$540K +48,673 +6%
Cohen & Steers
2
Cohen & Steers
New York
$8.6M +$899K +81,129 +13%
Morgan Stanley
3
Morgan Stanley
New York
$8.17M +$335K +30,216 +5%
Invesco
4
Invesco
Georgia
$3.45M -$181K -16,320 -5%
LPL Financial
5
LPL Financial
California
$2.87M -$4.93M -444,739 -65%
Bank of America
6
Bank of America
North Carolina
$2.67M -$54.7K -4,936 -2%
WC
7
Whitnell & Co
Illinois
$1.86M +$22.5K +2,026 +1%
Wells Fargo
8
Wells Fargo
California
$1.71M +$68.4K +6,170 +5%
OA
9
Oxbow Advisors
Texas
$1.64M +$203K +18,275 +15%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.32M +$99.7K +8,989 +9%
UBS Group
11
UBS Group
Switzerland
$1.06M -$58.1K -5,243 -6%
RCM
12
Robinson Capital Management
Michigan
$1.02M -$98.7K -8,900 -9%
GC
13
Guggenheim Capital
Illinois
$971K +$10.7K +961 +1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$967K +$806K +72,711 +923%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$881K +$814K +73,424 New
Stifel Financial
16
Stifel Financial
Missouri
$877K +$810K +73,085 New
Creative Planning
17
Creative Planning
Kansas
$732K +$626K +56,485 +1,253%
MCM
18
Moore Capital Management
New York
$508K -$111K -9,993 -19%
CCP
19
Clough Capital Partners
Massachusetts
$501K -$378K -34,058 -45%
BAM
20
Bruderman Asset Management
New York
$435K +$31.2K +2,812 +8%
MFS
21
MSI Financial Services
Massachusetts
$358K -$39.2K -3,532 -11%
Deutsche Bank
22
Deutsche Bank
Germany
$267K +$169K +15,250 +218%
GBA
23
Garrison Bradford & Associates
New York
$246K +$227K +20,500 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$216K +$41.8K +3,771 +26%
SAM
25
Summit Asset Management
Tennessee
$203K

JRS Hedge Fund Activity: Q2 2016 in Review

42 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2016, worth a combined $52.9M — up 2.2% from $51.8M a quarter earlier.

Fund positioning in JRS was balanced in Q2 2016: 9 funds opened new positions, 9 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $899K. The largest seller was LPL Financial, cutting an estimated $4.93M.

  • 42 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $52.9M of Nuveen Real Estate Income Fund stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q2 2016 and 9 closed out, a net change of 0 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2016 was Cohen & Steers, an estimated $899K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2016 was LPL Financial, an estimated $4.93M sold.

Based on aggregated 13F filings for Q2 2016.