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Nuveen Real Estate Income Fund

51 hedge funds and large institutions have $35M invested in Nuveen Real Estate Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 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

4% more funds holding

Funds holding: 4951 (+2)

1.58% less ownership

Funds ownership: 12.35%10.77% (-1.6%)

12% less capital invested

Capital invested by funds: $39.8M → $35M (-$4.73M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
17
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
$9.01M -$125K -11,299 -1%
Cohen & Steers
2
Cohen & Steers
New York
$3.56M -$2.67M -240,960 -43%
AAM
3
Advisors Asset Management
Colorado
$2.72M -$1.32M -118,676 -33%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.69M +$142K +12,762 +6%
Wells Fargo
5
Wells Fargo
California
$2.12M -$7.67K -691 -0.4%
WC
6
Whitnell & Co
Illinois
$1.76M -$99.9K -9,005 -5%
OA
7
Oxbow Advisors
Texas
$1.68M +$6.27K +565 +0.4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.43M +$40.9K +3,685 +3%
GC
9
Guggenheim Capital
Illinois
$1.4M -$80.8K -7,288 -6%
BAM
10
Bruderman Asset Management
New York
$808K +$70.3K +6,339 +10%
CCP
11
Clough Capital Partners
Massachusetts
$782K +$770K +69,457 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$712K -$441K -39,739 -39%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$671K -$67.5K -6,082 -9%
Bank of America
14
Bank of America
North Carolina
$542K +$76.9K +6,936 +17%
Ameriprise
15
Ameriprise
Minnesota
$541K +$32.9K +2,964 +7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$493K -$9.64K -869 -2%
AG
17
Advisor Group
Arizona
$322K +$17.3K +1,562 +6%
Invesco
18
Invesco
Georgia
$319K -$793K -71,509 -72%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$281K +$141K +12,697 +103%
YP
20
Yellowstone Partners
Idaho
$272K +$7.51K +677 +3%
UBS Group
21
UBS Group
Switzerland
$232K -$111K -10,039 -33%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$224K -$7.76K -700 -3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$221K +$139K +12,500 +174%
RJA
24
Raymond James & Associates
Florida
$207K +$16.8K +1,518 +9%
CBA
25
Coastal Bridge Advisors
Connecticut
$204K

JRS Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2017, worth a combined $35M — down 12% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JRS positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $770K. The largest seller was Cohen & Steers, cutting an estimated $2.67M.

  • 51 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2017, up from 49 in Q3 2017.
  • Funds reported $35M of Nuveen Real Estate Income Fund stock for Q4 2017, down 12% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q4 2017 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2017 was Clough Capital Partners, an estimated $770K added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2017 was Cohen & Steers, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.