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Nuveen Real Estate Income Fund

49 hedge funds and large institutions have $39.8M invested in Nuveen Real Estate Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more funds holding

Funds holding: 4449 (+5)

0.32% less ownership

Funds ownership: 12.67%12.35% (-0.32%)

4% less capital invested

Capital invested by funds: $41.4M → $39.8M (-$1.65M)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.05M +$213K +18,964 +2%
Cohen & Steers
2
Cohen & Steers
New York
$6.21M -$253K -22,546 -4%
AAM
3
Advisors Asset Management
Colorado
$4.01M -$2.08M -185,915 -34%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.52M +$282K +25,118 +13%
Wells Fargo
5
Wells Fargo
California
$2.1M +$129K +11,486 +6%
WC
6
Whitnell & Co
Illinois
$1.85M +$325 +29 +0%
OA
7
Oxbow Advisors
Texas
$1.66M -$104K -9,300 -6%
GC
8
Guggenheim Capital
Illinois
$1.47M +$368K +32,877 +33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.38M +$71.8K +6,402 +5%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.15M +$63.6K +5,671 +6%
Invesco
11
Invesco
Georgia
$1.11M -$478K -42,625 -30%
PAG
12
Private Advisor Group
New Jersey
$964K +$102K +9,145 +12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$732K +$80.2K +7,155 +12%
BAM
14
Bruderman Asset Management
New York
$730K +$80.9K +7,221 +12%
Ameriprise
15
Ameriprise
Minnesota
$502K +$66.5K +5,938 +15%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$498K +$12.2K +1,090 +3%
Bank of America
17
Bank of America
North Carolina
$459K +$40.3K +3,593 +10%
UBS Group
18
UBS Group
Switzerland
$342K -$21.1K -1,880 -6%
AG
19
Advisor Group
Arizona
$303K -$25.8K -2,300 -8%
YP
20
Yellowstone Partners
Idaho
$261K +$263K +23,450 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$230K -$27.1K -2,415 -10%
CBA
22
Coastal Bridge Advisors
Connecticut
$203K
RJA
23
Raymond James & Associates
Florida
$188K -$36.1K -3,221 -16%
GBA
24
Garrison Bradford & Associates
New York
$173K
SAM
25
Summit Asset Management
Tennessee
$166K

JRS Hedge Fund Activity: Q3 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2017, worth a combined $39.8M — down 4% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRS positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $368K. The largest seller was Advisors Asset Management, cutting an estimated $2.08M.

  • 49 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2017, up from 44 in Q2 2017.
  • Funds reported $39.8M of Nuveen Real Estate Income Fund stock for Q3 2017, down 4% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q3 2017 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $368K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2017 was Advisors Asset Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2017.