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Nuveen Real Estate Income Fund

44 hedge funds and large institutions have $43.1M invested in Nuveen Real Estate Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 4344 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.63% less ownership

Funds ownership: 14.46%13.83% (-0.63%)

13% less capital invested

Capital invested by funds: $49.6M → $43.1M (-$6.5M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.88M +$148K +13,967 +2%
AAM
2
Advisors Asset Management
Colorado
$7.5M -$1.9M -179,916 -21%
Cohen & Steers
3
Cohen & Steers
New York
$6.24M -$953K -90,049 -13%
Invesco
4
Invesco
Georgia
$2.95M -$114K -10,761 -4%
Wells Fargo
5
Wells Fargo
California
$1.86M +$113K +10,664 +7%
WC
6
Whitnell & Co
Illinois
$1.72M +$37.1K +3,507 +2%
CA
7
Cornerstone Advisors
North Carolina
$1.62M +$1.59M +150,248 New
OA
8
Oxbow Advisors
Texas
$1.48M +$8.2K +775 +0.6%
LPL Financial
9
LPL Financial
California
$1.44M -$189K -17,851 -12%
UBS Group
10
UBS Group
Switzerland
$1.31M +$427K +40,324 +50%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.15M -$115K -10,898 -9%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$985K +$51.3K +4,851 +6%
GC
13
Guggenheim Capital
Illinois
$951K -$254K -23,990 -21%
PAG
14
Private Advisor Group
New Jersey
$748K +$729K +68,850 New
Bank of America
15
Bank of America
North Carolina
$606K -$1.52M -143,940 -72%
RCM
16
Robinson Capital Management
Michigan
$595K
BAM
17
Bruderman Asset Management
New York
$506K +$43.9K +4,145 +10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$482K +$68.9K +6,510 +17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$382K +$57K +5,386 +18%
RCM
20
Rivernorth Capital Management
Florida
$275K +$271K +25,571 New
WAM
21
Weiss Asset Management
Massachusetts
$267K +$262K +24,785 New
RJA
22
Raymond James & Associates
Florida
$264K -$2.53K -239 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$221K +$13.2K +1,248 +6%
SAM
24
Summit Asset Management
Tennessee
$182K
GBA
25
Garrison Bradford & Associates
New York
$167K

JRS Hedge Fund Activity: Q4 2016 in Review

44 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2016, worth a combined $43.1M — down 13% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRS positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.59M. The largest seller was Advisors Asset Management, cutting an estimated $1.9M.

  • 44 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $43.1M of Nuveen Real Estate Income Fund stock for Q4 2016, down 13% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q4 2016 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2016 was Cornerstone Advisors, an estimated $1.59M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2016 was Advisors Asset Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2016.