Nuveen Real Estate Income Fund
JRS
60 hedge funds and large institutions have $46M invested in Nuveen Real Estate Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
7% more funds holding
Funds holding: 56 → 60 (+4)
0.19% less ownership
Funds ownership: 15.16% → 14.98% (-0.19%)
4% less capital invested
Capital invested by funds: $48.1M → $46M (-$2.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.25M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$632K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$468K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$451K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.53M |
| 2 |
Cohen & Steers
New York
|
-$1.62M |
| 3 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$200K |
| 4 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$123K |
| 5 |
WC
Whitnell & Co
Oak Brook,
Illinois
|
-$122K |
JRS Hedge Fund Activity: Q4 2019 in Review
60 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2019, worth a combined $46M — down 4.5% from $48.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JRS positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.25M. The largest seller was Karpus Investment Management, cutting an estimated $2.53M.
- 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2019, up from 56 in Q3 2019.
- Funds reported $46M of Nuveen Real Estate Income Fund stock for Q4 2019, down 4.5% quarter-over-quarter.
- 11 funds opened new Nuveen Real Estate Income Fund positions in Q4 2019 and 6 closed out, a net change of +5 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q4 2019 was Morgan Stanley, an estimated $1.25M added.
- The largest Nuveen Real Estate Income Fund seller in Q4 2019 was Karpus Investment Management, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2019.