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Nuveen Real Estate Income Fund

50 hedge funds and large institutions have $29.1M invested in Nuveen Real Estate Income Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.44% less ownership

Funds ownership: 10.77%10.33% (-0.44%)

2% less funds holding

Funds holding: 5150 (-1)

17% less capital invested

Capital invested by funds: $35M → $29.1M (-$5.94M)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.07M +$1.33M +130,543 +16%
Cohen & Steers
2
Cohen & Steers
New York
$3.01M -$69.7K -6,865 -2%
AAM
3
Advisors Asset Management
Colorado
$1.83M -$574K -56,547 -23%
Wells Fargo
4
Wells Fargo
California
$1.83M -$7.06K -695 -0.4%
WC
5
Whitnell & Co
Illinois
$1.64M +$121K +11,914 +8%
GC
6
Guggenheim Capital
Illinois
$1.16M -$52.5K -5,166 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.15M -$88.6K -8,728 -7%
OA
8
Oxbow Advisors
Texas
$788K -$694K -68,365 -46%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$773K +$201K +19,784 +33%
PAG
10
Private Advisor Group
New Jersey
$768K +$672K +66,143 +522%
BAM
11
Bruderman Asset Management
New York
$716K +$18K +1,771 +2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$700K +$86.3K +8,496 +13%
CCP
13
Clough Capital Partners
Massachusetts
$492K -$192K -18,914 -27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$450K -$1.96M -192,575 -81%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$437K +$11.2K +1,104 +3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$435K +$200K +19,706 +79%
Ameriprise
17
Ameriprise
Minnesota
$383K -$89.1K -8,771 -18%
Bank of America
18
Bank of America
North Carolina
$369K -$103K -10,173 -21%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$282K +$94.6K +9,320 +47%
UBS Group
20
UBS Group
Switzerland
$247K +$47.7K +4,695 +23%
DA
21
Doliver Advisors
Texas
$245K +$256K +25,168 New
DAS
22
Dynamic Advisor Solutions
Arizona
$235K +$245K +24,127 New
AG
23
Advisor Group
Arizona
$216K -$66.2K -6,522 -23%
LPL Financial
24
LPL Financial
California
$191K +$68.6K +6,760 +53%
RJA
25
Raymond James & Associates
Florida
$179K

JRS Hedge Fund Activity: Q1 2018 in Review

50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2018, worth a combined $29.1M — down 17% from $35M a quarter earlier.

Fund positioning in JRS was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.33M. The largest seller was Royal Bank of Canada, cutting an estimated $1.96M.

  • 50 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2018, down from 51 in Q4 2017.
  • Funds reported $29.1M of Nuveen Real Estate Income Fund stock for Q1 2018, down 17% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $1.33M added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2018 was Royal Bank of Canada, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2018.