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Nuveen Real Estate Income Fund

56 hedge funds and large institutions have $48.1M invested in Nuveen Real Estate Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $46.5M → $48.1M (+$1.61M)

0.16% less ownership

Funds ownership: 15.33%15.16% (-0.16%)

3% less funds holding

Funds holding: 5856 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
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
$9.24M +$252K +23,523 +3%
AAM
2
Advisors Asset Management
Colorado
$5.59M +$383K +35,833 +8%
KIM
3
Karpus Investment Management
New York
$4.41M -$1.38M -129,130 -24%
1CP
4
1607 Capital Partners
Virginia
$4.17M +$196K +18,320 +5%
Cohen & Steers
5
Cohen & Steers
New York
$3.79M -$1.65M -154,562 -31%
WC
6
Whitnell & Co
Illinois
$2.01M +$310 +29 +0%
Wells Fargo
7
Wells Fargo
California
$1.86M -$101K -9,415 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.37M +$102K +9,517 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.36M +$296K +27,714 +29%
Ameriprise
10
Ameriprise
Minnesota
$1.09M +$677K +63,305 +175%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$956K +$120K +11,179 +15%
BAM
12
Bruderman Asset Management
New York
$940K +$26.6K +2,483 +3%
OA
13
Oxbow Advisors
Texas
$853K +$7.22K +675 +0.9%
LPL Financial
14
LPL Financial
California
$783K +$640K +59,802 +524%
PAG
15
Private Advisor Group
New Jersey
$742K +$32.5K +3,038 +5%
AG
16
Advisor Group
Arizona
$713K +$139 +13 +0%
Bank of America
17
Bank of America
North Carolina
$627K -$781 -73 -0.1%
GC
18
Guggenheim Capital
Illinois
$612K +$107K +10,042 +22%
BTS
19
BB&T Securities
Virginia
$509K -$9.18K -858 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$502K -$27.7K -2,593 -5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$373K -$432K -40,423 -54%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$355K +$35.7K +3,337 +12%
PAS
23
Park Avenue Securities
New York
$350K +$39.6K +3,701 +13%
FEM
24
Fulcrum Equity Management
Texas
$338K
UBS Group
25
UBS Group
Switzerland
$319K +$218K +20,417 +238%

JRS Hedge Fund Activity: Q3 2019 in Review

56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2019, worth a combined $48.1M — up 3.5% from $46.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JRS and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was Ameriprise, adding an estimated $677K. The largest seller was Cohen & Steers, cutting an estimated $1.65M.

  • 56 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2019, down from 58 in Q2 2019.
  • Funds reported $48.1M of Nuveen Real Estate Income Fund stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 6 funds opened new Nuveen Real Estate Income Fund positions in Q3 2019 and 8 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2019 was Ameriprise, an estimated $677K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2019 was Cohen & Steers, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2019.