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Nuveen Real Estate Income Fund

58 hedge funds and large institutions have $46.5M invested in Nuveen Real Estate Income Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

4% more capital invested

Capital invested by funds: $44.7M → $46.5M (+$1.78M)

0.36% more ownership

Funds ownership: 14.96%15.33% (+0.36%)

9% less funds holding

Funds holding: 6458 (-6)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
27
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.58M +$164K +15,896 +2%
KIM
2
Karpus Investment Management
New York
$5.57M -$373K -36,254 -6%
Cohen & Steers
3
Cohen & Steers
New York
$5.25M +$3.09K +300 +0.1%
AAM
4
Advisors Asset Management
Colorado
$4.96M +$194K +18,893 +4%
1CP
5
1607 Capital Partners
Virginia
$3.8M
WC
6
Whitnell & Co
Illinois
$1.92M -$31.6K -3,072 -2%
Wells Fargo
7
Wells Fargo
California
$1.88M +$32.7K +3,178 +2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.21M +$53.6K +5,210 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.01M +$36.7K +3,567 +4%
BAM
10
Bruderman Asset Management
New York
$906K +$55.8K +5,421 +7%
OA
11
Oxbow Advisors
Texas
$808K +$41.4K +4,025 +6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$796K +$221K +21,506 +40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$781K -$14K -1,357 -2%
AG
14
Advisor Group
Arizona
$681K +$271K +26,362 +69%
PAG
15
Private Advisor Group
New Jersey
$677K +$52.5K +5,097 +9%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$633K -$76.1K -7,389 -11%
Bank of America
17
Bank of America
North Carolina
$600K +$283K +27,526 +93%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$507K +$8.21K +798 +2%
BTS
19
BB&T Securities
Virginia
$494K -$29.8K -2,897 -6%
GC
20
Guggenheim Capital
Illinois
$480K +$95.1K +9,240 +25%
Ameriprise
21
Ameriprise
Minnesota
$379K +$83.5K +8,112 +29%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$332K -$2.87K -279 -0.9%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$330K +$49.5K +4,808 +18%
FEM
24
Fulcrum Equity Management
Texas
$328K +$11.2K +1,086 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$304K +$36.4K +3,535 +14%

JRS Hedge Fund Activity: Q2 2019 in Review

58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2019, worth a combined $46.5M — up 4% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRS and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Bank of America, adding an estimated $283K. The largest seller was Karpus Investment Management, cutting an estimated $373K.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2019, down from 64 in Q1 2019.
  • Funds reported $46.5M of Nuveen Real Estate Income Fund stock for Q2 2019, up 4% quarter-over-quarter.
  • 4 funds opened new Nuveen Real Estate Income Fund positions in Q2 2019 and 8 closed out, a net change of -4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2019 was Bank of America, an estimated $283K added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2019 was Karpus Investment Management, an estimated $373K sold.

Based on aggregated 13F filings for Q2 2019.