We are live on ! Find out more
JRS icon

Nuveen Real Estate Income Fund
JRS

61 hedge funds and large institutions have $41.7M invested in Nuveen Real Estate Income Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

0.15% more ownership

Funds ownership: 18.5% → 18.65% (+0.15%)

5% less funds holding

Funds holding: 64 → 61 (-3)

17% less capital invested

Capital invested by funds: $50.1M → $41.7M (-$8.46M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$878K
2
AAM
Advisors Asset Management
Colorado
+$737K
3
SFS
Shaker Financial Services
Virginia
+$645K
4
Morgan Stanley
Morgan Stanley
New York
+$472K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$421K

Top Sellers

Rank Fund Capital Flow
1
VIA
Vident Investment Advisory
Georgia
-$1.46M
2
AWS
Atria Wealth Solutions
New York
-$970K
3
1CP
1607 Capital Partners
Virginia
-$687K
4
Invesco
Invesco
Georgia
-$389K
5
BSW
Buckingham Strategic Wealth
Missouri
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.09M +$472K +50,235 +4%
AAM
2
Advisors Asset Management
Colorado
$5M +$737K +78,369 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.62M +$326K +34,633 +8%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.32M +$45.1K +4,793 +2%
Wells Fargo
5
Wells Fargo
California
$2.22M -$193K -20,523 -7%
LPL Financial
6
LPL Financial
California
$2.02M +$48.6K +5,169 +2%
PAG
7
Private Advisor Group
New Jersey
$1.84M +$123K +13,058 +6%
Cohen & Steers
8
Cohen & Steers
New York
$1.8M -$88.1K -9,370 -4%
MIAN
9
Mariner Independent Advisor Network
Kansas
$1.35M +$42.5K +4,525 +3%
Ameriprise
10
Ameriprise
Minnesota
$1.29M +$308K +32,717 +24%
1CP
11
1607 Capital Partners
Virginia
$1.02M -$687K -73,109 -36%
Osaic Holdings
12
Osaic Holdings
Arizona
$924K +$94.4K +10,037 +9%
UBS Group
13
UBS Group
Switzerland
$750K -$24.3K -2,579 -3%
CA
14
Cornerstone Advisors
North Carolina
$722K +$878K +93,374 New
Invesco
15
Invesco
Georgia
$666K -$389K -41,322 -32%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$567K +$1.89K +201 +0.3%
SFS
17
Shaker Financial Services
Virginia
$531K +$645K +68,630 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$487K +$421K +44,728 +245%
CAN
19
Cetera Advisor Networks
California
$380K +$144K +15,346 +45%
MA
20
Mutual Advisors
Nebraska
$374K +$87K +9,251 +24%
PTC
21
Private Trust Company
Ohio
$320K – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$268K +$53.8K +5,722 +20%
CF
23
Centaurus Financial
California
$266K +$2.7K +287 +0.8%
SPIA
24
Steward Partners Investment Advisory
New York
$262K – – –
AWS
25
Atria Wealth Solutions
New York
$252K -$970K -103,187 -76%
1
2 3

JRS Hedge Fund Activity: Q3 2022 in Review

61 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2022, worth a combined $41.7M — down 17% from $50.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JRS and 9 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 22 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $878K. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $1.46M sold.

  • 61 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2022, down from 64 in Q2 2022.
  • Funds reported $41.7M of Nuveen Real Estate Income Fund stock for Q3 2022, down 17% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2022 and 12 closed out, a net change of -3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2022 was Cornerstone Advisors, an estimated $878K added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2022 was Vident Investment Advisory, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2022.