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Nuveen Real Estate Income Fund
JRS

63 hedge funds and large institutions have $34.9M invested in Nuveen Real Estate Income Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

3% more funds holding

Funds holding: 61 → 63 (+2)

1.71% less ownership

Funds ownership: 18.65% → 16.94% (-1.7%)

16% less capital invested

Capital invested by funds: $41.7M → $34.9M (-$6.73M)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$836K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$428K
3
PAG
Private Advisor Group
New Jersey
+$276K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$226K
5
CAN
Cetera Advisor Networks
California
+$137K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.29M
2
Cohen & Steers
Cohen & Steers
New York
-$862K
3
CA
Cornerstone Advisors
North Carolina
-$722K
4
SFS
Shaker Financial Services
Virginia
-$531K
5
Invesco
Invesco
Georgia
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.64M -$1.29M -164,502 -14%
AAM
2
Advisors Asset Management
Colorado
$5.7M +$836K +106,679 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.76M +$226K +28,776 +6%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.68M +$428K +54,530 +18%
LPL Financial
5
LPL Financial
California
$1.95M -$34.6K -4,410 -2%
Wells Fargo
6
Wells Fargo
California
$1.9M -$284K -36,177 -13%
Ameriprise
7
Ameriprise
Minnesota
$1.38M +$124K +15,853 +9%
Cohen & Steers
8
Cohen & Steers
New York
$932K -$862K -110,005 -47%
1CP
9
1607 Capital Partners
Virginia
$810K -$192K -24,478 -19%
Osaic Holdings
10
Osaic Holdings
Arizona
$794K -$115K -14,660 -12%
UBS Group
11
UBS Group
Switzerland
$695K -$40.3K -5,142 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$559K +$4.06K +518 +0.7%
CAN
13
Cetera Advisor Networks
California
$504K +$137K +17,508 +36%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$442K -$35.2K -4,488 -7%
MA
15
Mutual Advisors
Nebraska
$383K +$17.6K +2,248 +5%
Invesco
16
Invesco
Georgia
$358K -$304K -38,767 -45%
PTC
17
Private Trust Company
Ohio
$322K +$9.13K +1,165 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$289K +$27.8K +3,550 +10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$272K +$69.3K +8,833 +33%
CF
20
Centaurus Financial
California
$258K -$2.25K -287 -0.8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$245K – – –
Bank of America
22
Bank of America
North Carolina
$228K +$42.2K +5,388 +22%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$223K -$1.96K -250 -0.8%
AWS
24
Atria Wealth Solutions
New York
$205K -$35.9K -4,578 -14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$182K +$63 +8 +0%
1
2 3

JRS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2022, worth a combined $34.9M — down 16% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRS positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $836K. The largest seller was Morgan Stanley, cutting an estimated $1.29M.

  • 63 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2022, up from 61 in Q3 2022.
  • Funds reported $34.9M of Nuveen Real Estate Income Fund stock for Q4 2022, down 16% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Estate Income Fund positions in Q4 2022 and 11 closed out, a net change of +3 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2022 was Advisors Asset Management, an estimated $836K added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2022.