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Nuveen Real Estate Income Fund

64 hedge funds and large institutions have $50.1M invested in Nuveen Real Estate Income Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

8% more funds holding

Funds holding: 5964 (+5)

0.91% more ownership

Funds ownership: 17.59%18.5% (+0.91%)

17% less capital invested

Capital invested by funds: $60M → $50.1M (-$9.91M)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
14
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
$10.6M +$908K +86,267 +8%
AAM
2
Advisors Asset Management
Colorado
$5.35M +$332K +31,484 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.08M +$265K +25,135 +6%
Wells Fargo
4
Wells Fargo
California
$2.89M -$44.7K -4,249 -1%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.78M +$256K +24,329 +9%
LPL Financial
6
LPL Financial
California
$2.41M +$510K +48,422 +23%
Cohen & Steers
7
Cohen & Steers
New York
$2.28M
PAG
8
Private Advisor Group
New Jersey
$2.11M +$627K +59,494 +36%
1CP
9
1607 Capital Partners
Virginia
$1.92M -$1.74M -165,171 -45%
MIAN
10
Mariner Independent Advisor Network
Kansas
$1.62M +$1.79M +169,578 New
VIA
11
Vident Investment Advisory
Georgia
$1.46M
AWS
12
Atria Wealth Solutions
New York
$1.27M +$60.1K +5,704 +4%
Ameriprise
13
Ameriprise
Minnesota
$1.26M +$21.7K +2,060 +2%
Invesco
14
Invesco
Georgia
$1.2M +$90.2K +8,564 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.03M +$148K +14,014 +15%
UBS Group
16
UBS Group
Switzerland
$937K +$94.6K +8,981 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$688K +$15K +1,420 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$397K -$24.9K -2,362 -5%
PTC
19
Private Trust Company
Ohio
$389K +$436K +41,400 New
MA
20
Mutual Advisors
Nebraska
$368K +$29.7K +2,822 +8%
CF
21
Centaurus Financial
California
$321K -$21.1K -2,000 -6%
SPIA
22
Steward Partners Investment Advisory
New York
$318K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$317K -$33.7K -3,196 -9%
CAN
24
Cetera Advisor Networks
California
$317K +$58.9K +5,596 +20%
Bank of America
25
Bank of America
North Carolina
$295K -$421K -39,991 -56%

JRS Hedge Fund Activity: Q2 2022 in Review

64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2022, worth a combined $50.1M — down 17% from $60M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JRS positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $1.79M. The largest seller was 1607 Capital Partners, cutting an estimated $1.74M.

  • 64 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2022, up from 59 in Q1 2022.
  • Funds reported $50.1M of Nuveen Real Estate Income Fund stock for Q2 2022, down 17% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Estate Income Fund positions in Q2 2022 and 5 closed out, a net change of +5 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2022 was Mariner Independent Advisor Network, an estimated $1.79M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2022 was 1607 Capital Partners, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2022.