Nuveen Real Estate Income Fund
JRS
56 hedge funds and large institutions have $30.5M invested in Nuveen Real Estate Income Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 15 closing their positions.
4.39% less ownership
Funds ownership: 18.34% → 13.95% (-4.4%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
11% less funds holding
Funds holding: 63 → 56 (-7)
23% less capital invested
Capital invested by funds: $39.6M → $30.5M (-$9.13M)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$498K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$380K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$374K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$357K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.86M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.38M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.29M |
| 4 |
Morgan Stanley
New York
|
-$691K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$647K |
JRS Hedge Fund Activity: Q3 2020 in Review
56 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2020, worth a combined $30.5M — down 23% from $39.6M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of JRS and 8 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 17 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $498K. The largest seller was Wolverine Asset Management, cutting an estimated $3.86M.
- 56 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2020, down from 63 in Q2 2020.
- Funds reported $30.5M of Nuveen Real Estate Income Fund stock for Q3 2020, down 23% quarter-over-quarter.
- 8 funds opened new Nuveen Real Estate Income Fund positions in Q3 2020 and 15 closed out, a net change of -7 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q3 2020 was Bank of Montreal, an estimated $498K added.
- The largest Nuveen Real Estate Income Fund seller in Q3 2020 was Wolverine Asset Management, an estimated $3.86M sold.
Based on aggregated 13F filings for Q3 2020.