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Nuveen Real Estate Income Fund

59 hedge funds and large institutions have $60M invested in Nuveen Real Estate Income Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0% more funds holding

Funds holding: 5959 (0)

0.61% less ownership

Funds ownership: 18.2%17.59% (-0.61%)

11% less capital invested

Capital invested by funds: $67.4M → $60M (-$7.35M)

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
14
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
$12.3M -$861K -74,280 -7%
AAM
2
Advisors Asset Management
Colorado
$6.34M +$620K +53,534 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.83M +$130K +11,201 +3%
1CP
4
1607 Capital Partners
Virginia
$4.37M -$879K -75,828 -17%
Wells Fargo
5
Wells Fargo
California
$3.69M +$663K +57,245 +22%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$3.21M +$336K +29,012 +12%
Cohen & Steers
7
Cohen & Steers
New York
$2.87M +$40.7K +3,510 +1%
LPL Financial
8
LPL Financial
California
$2.46M +$130K +11,249 +6%
PAG
9
Private Advisor Group
New Jersey
$1.95M +$110K +9,463 +6%
VIA
10
Vident Investment Advisory
Georgia
$1.83M +$339K +29,211 +23%
Ameriprise
11
Ameriprise
Minnesota
$1.56M -$60.8K -5,249 -4%
AWS
12
Atria Wealth Solutions
New York
$1.53M +$1.5M +129,238 New
Invesco
13
Invesco
Georgia
$1.4M +$26.8K +2,313 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.13M +$187K +16,151 +20%
UBS Group
15
UBS Group
Switzerland
$1.07M +$95.4K +8,227 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$848K -$258K -22,255 -24%
Bank of America
17
Bank of America
North Carolina
$842K -$21.3K -1,839 -3%
SFS
18
Shaker Financial Services
Virginia
$579K +$225K +19,393 +65%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$527K +$99.4K +8,573 +24%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$434K
MA
21
Mutual Advisors
Nebraska
$429K -$2.69K -232 -0.6%
CF
22
Centaurus Financial
California
$427K
SPIA
23
Steward Partners Investment Advisory
New York
$400K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$359K +$353K +30,416 New
CAN
25
Cetera Advisor Networks
California
$333K +$35.9K +3,101 +12%

JRS Hedge Fund Activity: Q1 2022 in Review

59 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2022, worth a combined $60M — down 11% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JRS positions and 9 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $663K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $2.87M.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $60M of Nuveen Real Estate Income Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 11 funds opened new Nuveen Real Estate Income Fund positions in Q1 2022 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2022 was Wells Fargo, an estimated $663K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2022 was Thomas J. Herzfeld Advisors, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2022.