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Nuveen Real Estate Income Fund

60 hedge funds and large institutions have $37.2M invested in Nuveen Real Estate Income Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $30.5M → $37.2M (+$6.71M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

7% more funds holding

Funds holding: 5660 (+4)

1.3% more ownership

Funds ownership: 13.95%15.25% (+1.3%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.79M +$477K +59,099 +7%
1CP
2
1607 Capital Partners
Virginia
$3.94M -$12.1K -1,500 -0.3%
CA
3
Cornerstone Advisors
North Carolina
$2.85M +$1.96M +242,807 +256%
Ameriprise
4
Ameriprise
Minnesota
$2.7M +$69K +8,549 +3%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.65M +$62.8K +7,788 +4%
AAM
6
Advisors Asset Management
Colorado
$1.6M -$1.07M -132,078 -41%
Wells Fargo
7
Wells Fargo
California
$1.34M +$12.1K +1,501 +1%
LPL Financial
8
LPL Financial
California
$1.25M +$563K +69,781 +89%
PAG
9
Private Advisor Group
New Jersey
$1.02M +$150K +18,623 +18%
AA
10
AQR Arbitrage
Connecticut
$965K +$87.6K +10,856 +10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$852K -$133K -16,542 -14%
ABC
12
Associated Banc-Corp
Wisconsin
$757K -$324K -40,107 -31%
AC
13
Aristides Capital
Kentucky
$673K
UBS Group
14
UBS Group
Switzerland
$658K +$15K +1,863 +2%
QC
15
Quantedge Capital
Singapore
$621K +$594K +73,582 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$597K +$70.6K +8,746 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$552K -$23.8K -2,947 -4%
Bank of America
18
Bank of America
North Carolina
$525K -$16.5K -2,043 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$506K -$50.5K -6,258 -9%
PPA
20
Parametric Portfolio Associates
Washington
$454K +$337K +41,780 +348%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$389K +$48.6K +6,023 +15%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$321K -$41.7K -5,168 -12%
KWM
23
Kingsview Wealth Management
Oregon
$308K +$295K +36,544 New
Truist Financial
24
Truist Financial
North Carolina
$305K -$9.68K -1,200 -3%
GC
25
Guggenheim Capital
Illinois
$301K -$324K -40,097 -53%

JRS Hedge Fund Activity: Q4 2020 in Review

60 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2020, worth a combined $37.2M — up 22% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.96M. The largest seller was Advisors Asset Management, cutting an estimated $1.07M.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $37.2M of Nuveen Real Estate Income Fund stock for Q4 2020, up 22% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q4 2020 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2020 was Cornerstone Advisors, an estimated $1.96M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2020 was Advisors Asset Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2020.