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Nuveen Real Estate Income Fund

57 hedge funds and large institutions have $33.2M invested in Nuveen Real Estate Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $29.1M → $33.2M (+$4.1M)

14% more funds holding

Funds holding: 5057 (+7)

1.18% more ownership

Funds ownership: 10.33%11.51% (+1.2%)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.51M -$773K -79,205 -9%
Cohen & Steers
2
Cohen & Steers
New York
$4.34M +$1.22M +124,935 +40%
WAM
3
Wolverine Asset Management
Illinois
$2.1M +$1.99M +203,894 +3,346%
Wells Fargo
4
Wells Fargo
California
$1.91M +$37.2K +3,808 +2%
WC
5
Whitnell & Co
Illinois
$1.6M -$79.6K -8,153 -5%
AAM
6
Advisors Asset Management
Colorado
$1.18M -$650K -66,572 -36%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.17M -$10K -1,025 -0.9%
1CP
8
1607 Capital Partners
Virginia
$1.16M +$1.13M +115,800 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$818K +$23.9K +2,450 +3%
DA
10
Doliver Advisors
Texas
$806K +$542K +55,525 +221%
OA
11
Oxbow Advisors
Texas
$801K -$7.32K -750 -0.9%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$700K
BAM
13
Bruderman Asset Management
New York
$695K -$39.1K -4,007 -5%
GC
14
Guggenheim Capital
Illinois
$618K -$562K -57,545 -48%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$597K +$584K +59,791 New
NMC
16
Nine Masts Capital
Hong Kong
$489K +$478K +48,900 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$467K +$20.3K +2,082 +5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$418K -$28.9K -2,962 -7%
Bank of America
19
Bank of America
North Carolina
$372K -$6.7K -686 -2%
Ameriprise
20
Ameriprise
Minnesota
$363K -$29K -2,974 -8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$342K +$51K +5,220 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$332K -$127K -13,003 -28%
AG
23
Advisor Group
Arizona
$253K +$31.2K +3,200 +14%
DAS
24
Dynamic Advisor Solutions
Arizona
$244K +$3.18K +326 +1%
UBS Group
25
UBS Group
Switzerland
$225K -$28K -2,870 -11%

JRS Hedge Fund Activity: Q2 2018 in Review

57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2018, worth a combined $33.2M — up 14% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JRS positions and 6 closed out — a net gain of 7 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $773K.

  • 57 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2018, up from 50 in Q1 2018.
  • Funds reported $33.2M of Nuveen Real Estate Income Fund stock for Q2 2018, up 14% quarter-over-quarter.
  • 13 funds opened new Nuveen Real Estate Income Fund positions in Q2 2018 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2018 was Wolverine Asset Management, an estimated $1.99M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2018 was Morgan Stanley, an estimated $773K sold.

Based on aggregated 13F filings for Q2 2018.