Nuveen Real Estate Income Fund
JRS
64 hedge funds and large institutions have $44.9M invested in Nuveen Real Estate Income Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.
13% more capital invested
Capital invested by funds: $39.9M → $44.9M (+$5.06M)
1.3% less ownership
Funds ownership: 16.3% → 15% (-1.3%)
3% less funds holding
Funds holding: 66 → 64 (-2)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$793K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$398K |
| 3 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
+$308K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$307K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.18M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.42M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$403K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$352K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$291K |
JRS Hedge Fund Activity: Q1 2019 in Review
64 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2019, worth a combined $44.9M — up 13% from $39.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JRS and 8 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 16 added.
The largest buyer was Morgan Stanley, adding an estimated $793K. The largest seller was Karpus Investment Management, cutting an estimated $2.18M.
- 64 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2019, down from 66 in Q4 2018.
- Funds reported $44.9M of Nuveen Real Estate Income Fund stock for Q1 2019, up 13% quarter-over-quarter.
- 8 funds opened new Nuveen Real Estate Income Fund positions in Q1 2019 and 10 closed out, a net change of -2 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q1 2019 was Morgan Stanley, an estimated $793K added.
- The largest Nuveen Real Estate Income Fund seller in Q1 2019 was Karpus Investment Management, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2019.