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Nuveen Real Estate Income Fund

43 hedge funds and large institutions have $49.6M invested in Nuveen Real Estate Income Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 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

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

2% more funds holding

Funds holding: 4243 (+1)

0.8% less ownership

Funds ownership: 15.27%14.46% (-0.8%)

6% less capital invested

Capital invested by funds: $52.9M → $49.6M (-$3.32M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$10.4M +$642K +53,480 +6%
Morgan Stanley
2
Morgan Stanley
New York
$8.53M +$446K +37,171 +5%
Cohen & Steers
3
Cohen & Steers
New York
$7.95M -$570K -47,453 -7%
Invesco
4
Invesco
Georgia
$3.39M -$26.3K -2,193 -0.8%
Bank of America
5
Bank of America
North Carolina
$2.38M -$267K -22,233 -10%
Wells Fargo
6
Wells Fargo
California
$1.93M +$239K +19,913 +14%
WC
7
Whitnell & Co
Illinois
$1.86M +$15.4K +1,284 +0.8%
LPL Financial
8
LPL Financial
California
$1.7M -$1.12M -93,185 -39%
OA
9
Oxbow Advisors
Texas
$1.63M
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.4M +$85.9K +7,159 +6%
GC
11
Guggenheim Capital
Illinois
$1.33M +$376K +31,351 +39%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.03M +$72.8K +6,062 +8%
UBS Group
13
UBS Group
Switzerland
$967K -$79.2K -6,597 -7%
RCM
14
Robinson Capital Management
Michigan
$656K -$361K -30,080 -35%
BAM
15
Bruderman Asset Management
New York
$509K +$78.6K +6,545 +18%
MCM
16
Moore Capital Management
New York
$503K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$455K +$459K +38,264 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$358K +$362K +30,127 New
RJA
19
Raymond James & Associates
Florida
$294K +$163K +13,592 +122%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$229K +$14.8K +1,231 +7%
YP
21
Yellowstone Partners
Idaho
$207K +$6.13K +511 +3%
SAM
22
Summit Asset Management
Tennessee
$201K
GBA
23
Garrison Bradford & Associates
New York
$184K -$60K -5,000 -24%
Deutsche Bank
24
Deutsche Bank
Germany
$181K -$84K -7,000 -31%
RA
25
RMR Advisors
Massachusetts
$158K -$40.4K -3,368 -20%

JRS Hedge Fund Activity: Q3 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2016, worth a combined $49.6M — down 6.3% from $52.9M a quarter earlier.

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

The largest buyer was Advisors Asset Management, adding an estimated $642K. The largest seller was LPL Financial, cutting an estimated $1.12M.

  • 43 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2016, up from 42 in Q2 2016.
  • Funds reported $49.6M of Nuveen Real Estate Income Fund stock for Q3 2016, down 6.3% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q3 2016 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2016 was Advisors Asset Management, an estimated $642K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2016 was LPL Financial, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2016.