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Nuveen Real Estate Income Fund

66 hedge funds and large institutions have $39.8M invested in Nuveen Real Estate Income Fund in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $34.8M → $39.8M (+$5.02M)

14% more funds holding

Funds holding: 5866 (+8)

4% more ownership

Funds ownership: 12.29%16.29% (+4%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
16
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$6.65M +$7.22M +785,901 New
Morgan Stanley
2
Morgan Stanley
New York
$6.1M -$1.31M -142,682 -17%
Cohen & Steers
3
Cohen & Steers
New York
$4.22M +$198K +21,519 +5%
AAM
4
Advisors Asset Management
Colorado
$3.49M +$1.53M +166,513 +68%
1CP
5
1607 Capital Partners
Virginia
$3.06M +$1.91M +207,610 +135%
Wells Fargo
6
Wells Fargo
California
$1.55M -$76.4K -8,317 -4%
WAM
7
Wolverine Asset Management
Illinois
$1.42M -$796K -86,720 -34%
WC
8
Whitnell & Co
Illinois
$1.31M +$36.2K +3,945 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$844K +$69.8K +7,606 +8%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$666K +$31.1K +3,389 +4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$665K -$243K -26,468 -25%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$664K +$721K +78,500 New
BAM
13
Bruderman Asset Management
New York
$654K -$11.3K -1,226 -2%
OA
14
Oxbow Advisors
Texas
$573K -$70K -7,620 -10%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$570K -$33.1K -3,602 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$559K +$352K +38,308 +138%
PAG
17
Private Advisor Group
New Jersey
$506K -$72.9K -7,936 -12%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$473K +$170K +18,495 +49%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$427K +$195K +21,187 +72%
BTS
20
BB&T Securities
Virginia
$422K +$459K +49,954 New
AG
21
Advisor Group
Arizona
$312K +$129K +14,015 +61%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$303K -$52K -5,661 -14%
Ameriprise
23
Ameriprise
Minnesota
$264K -$38.2K -4,155 -12%
FEM
24
Fulcrum Equity Management
Texas
$251K +$272K +29,671 New
Bank of America
25
Bank of America
North Carolina
$250K -$120K -13,086 -31%

JRS Hedge Fund Activity: Q4 2018 in Review

66 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2018, worth a combined $39.8M — up 14% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JRS positions and 8 closed out — a net gain of 9 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.22M. The largest seller was Morgan Stanley, cutting an estimated $1.31M.

  • 66 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2018, up from 58 in Q3 2018.
  • Funds reported $39.8M of Nuveen Real Estate Income Fund stock for Q4 2018, up 14% quarter-over-quarter.
  • 17 funds opened new Nuveen Real Estate Income Fund positions in Q4 2018 and 8 closed out, a net change of +9 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $7.22M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2018 was Morgan Stanley, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2018.