Nuveen Real Estate Income Fund
JRS
59 hedge funds and large institutions have $67.4M invested in Nuveen Real Estate Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 9 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
38% more capital invested
Capital invested by funds: $49M → $67.4M (+$18.4M)
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2.25% more ownership
Funds ownership: 15.95% → 18.2% (+2.2%)
2% more funds holding
Funds holding: 58 → 59 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.45M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.8M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.47M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$990K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.32M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$573K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$563K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$302K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$244K |
JRS Hedge Fund Activity: Q4 2021 in Review
59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2021, worth a combined $67.4M — up 38% from $49M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JRS positions and 9 closed out — a net gain of 3 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.45M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.32M sold.
- 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2021, up from 58 in Q3 2021.
- Funds reported $67.4M of Nuveen Real Estate Income Fund stock for Q4 2021, up 38% quarter-over-quarter.
- 12 funds opened new Nuveen Real Estate Income Fund positions in Q4 2021 and 9 closed out, a net change of +3 holders.
- The largest Nuveen Real Estate Income Fund buyer in Q4 2021 was Thomas J. Herzfeld Advisors, an estimated $2.45M added.
- The largest Nuveen Real Estate Income Fund seller in Q4 2021 was Wolverine Asset Management, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2021.