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Nuveen Real Estate Income Fund

58 hedge funds and large institutions have $47.5M invested in Nuveen Real Estate Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $41.5M → $47.5M (+$5.96M)

0.17% less ownership

Funds ownership: 14.98%14.81% (-0.17%)

3% less funds holding

Funds holding: 6058 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.2M +$857K +81,429 +9%
1CP
2
1607 Capital Partners
Virginia
$5.09M -$57.7K -5,476 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.52M +$1.7M +161,356 +103%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.42M +$142K +13,466 +7%
Cohen & Steers
5
Cohen & Steers
New York
$2.31M +$66.6K +6,326 +3%
AAM
6
Advisors Asset Management
Colorado
$2.27M +$211K +20,070 +11%
Wells Fargo
7
Wells Fargo
California
$1.85M +$52.6K +4,996 +3%
LPL Financial
8
LPL Financial
California
$1.79M +$191K +18,123 +13%
CA
9
Cornerstone Advisors
North Carolina
$1.51M -$1.39M -131,721 -49%
Ameriprise
10
Ameriprise
Minnesota
$1.49M -$1.42M -134,908 -50%
PAG
11
Private Advisor Group
New Jersey
$1.39M +$151K +14,341 +13%
SFS
12
Shaker Financial Services
Virginia
$1.38M +$1.1M +104,243 +522%
PPA
13
Parametric Portfolio Associates
Washington
$1.04M -$78.9K -7,494 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$942K +$294K +27,945 +49%
UBS Group
15
UBS Group
Switzerland
$803K -$77.9K -7,401 -9%
Bank of America
16
Bank of America
North Carolina
$730K +$26.8K +2,547 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$670K -$29.7K -2,817 -4%
PFS
18
Prospera Financial Services
Texas
$549K +$5.59K +531 +1%
Invesco
19
Invesco
Georgia
$428K +$406K +38,560 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$417K +$684 +65 +0.2%
CF
21
Centaurus Financial
California
$414K
AC
22
Aristides Capital
Kentucky
$412K -$448K -42,553 -53%
Truist Financial
23
Truist Financial
North Carolina
$406K
SPIA
24
Steward Partners Investment Advisory
New York
$376K
RCM
25
Robinson Capital Management
Michigan
$309K +$292K +27,724 New

JRS Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2021, worth a combined $47.5M — up 14% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRS and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.7M. The largest seller was Ameriprise, cutting an estimated $1.42M.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2021, down from 60 in Q1 2021.
  • Funds reported $47.5M of Nuveen Real Estate Income Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q2 2021 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2021 was Commonwealth Equity Services, an estimated $1.7M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2021 was Ameriprise, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2021.