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Nuveen Real Estate Income Fund

58 hedge funds and large institutions have $49M invested in Nuveen Real Estate Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1.13% more ownership

Funds ownership: 14.81%15.95% (+1.1%)

3% more capital invested

Capital invested by funds: $47.5M → $49M (+$1.52M)

0% more funds holding

Funds holding: 5858 (0)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
11
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
$11.9M +$1.29M +113,957 +11%
1CP
2
1607 Capital Partners
Virginia
$4.76M -$126K -11,119 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.08M +$758K +67,138 +21%
AAM
4
Advisors Asset Management
Colorado
$3.5M +$1.42M +125,582 +61%
Cohen & Steers
5
Cohen & Steers
New York
$2.54M +$346K +30,597 +15%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.41M +$99.1K +8,772 +4%
LPL Financial
7
LPL Financial
California
$1.87M +$165K +14,594 +9%
Wells Fargo
8
Wells Fargo
California
$1.81M +$41.5K +3,673 +2%
PAG
9
Private Advisor Group
New Jersey
$1.48M +$151K +13,362 +11%
Ameriprise
10
Ameriprise
Minnesota
$1.32M -$107K -9,499 -7%
WAM
11
Wolverine Asset Management
Illinois
$1.32M +$1.41M +124,466 New
PPA
12
Parametric Portfolio Associates
Washington
$1.06M +$64.5K +5,711 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$904K +$2.94K +260 +0.3%
SFS
14
Shaker Financial Services
Virginia
$825K -$526K -46,527 -37%
UBS Group
15
UBS Group
Switzerland
$785K +$16.7K +1,478 +2%
Invesco
16
Invesco
Georgia
$773K +$386K +34,216 +89%
Bank of America
17
Bank of America
North Carolina
$711K +$14K +1,237 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$647K +$6.21K +550 +0.9%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$573K +$552K +48,911 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$552K +$587K +51,956 New
MA
21
Mutual Advisors
Nebraska
$399K +$154K +13,662 +57%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$394K -$5.04K -446 -1%
CF
23
Centaurus Financial
California
$384K -$13.6K -1,200 -3%
Truist Financial
24
Truist Financial
North Carolina
$379K -$11.1K -979 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$361K +$77.3K +6,842 +25%

JRS Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2021, worth a combined $49M — up 3.2% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.42M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.51M sold.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $49M of Nuveen Real Estate Income Fund stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2021 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $1.42M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2021 was Cornerstone Advisors, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2021.