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Nuveen Real Estate Income Fund

63 hedge funds and large institutions have $32.4M invested in Nuveen Real Estate Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 6363 (0)

0.05% less ownership

Funds ownership: 16.94%16.89% (-0.05%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

7% less capital invested

Capital invested by funds: $34.9M → $32.4M (-$2.5M)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.96M +$443K +54,661 +5%
AAM
2
Advisors Asset Management
Colorado
$5.28M -$384K -47,389 -6%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.72M +$72.6K +8,963 +3%
PAG
4
Private Advisor Group
New Jersey
$2.13M +$93.1K +11,500 +4%
Wells Fargo
5
Wells Fargo
California
$1.75M -$139K -17,123 -7%
LPL Financial
6
LPL Financial
California
$1.67M -$277K -34,171 -13%
Ameriprise
7
Ameriprise
Minnesota
$1.41M +$48.5K +5,991 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$806K +$23.2K +2,867 +3%
1CP
9
1607 Capital Partners
Virginia
$752K -$51.8K -6,400 -6%
Cohen & Steers
10
Cohen & Steers
New York
$751K -$185K -22,822 -19%
UBS Group
11
UBS Group
Switzerland
$666K -$22.1K -2,734 -3%
CAN
12
Cetera Advisor Networks
California
$622K +$134K +16,595 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$545K -$7.6K -938 -1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$448K +$12.4K +1,531 +3%
NAS
15
NWF Advisory Services
California
$421K +$458K +56,600 New
MA
16
Mutual Advisors
Nebraska
$409K +$32.6K +4,026 +8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$329K +$47.3K +5,839 +15%
CF
18
Centaurus Financial
California
$269K +$15.5K +1,919 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$218K -$1.73K -213 -0.7%
Bank of America
20
Bank of America
North Carolina
$217K -$8.54K -1,054 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$207K +$224K +27,710 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$194K -$80.7K -9,965 -28%
AWS
23
Atria Wealth Solutions
New York
$185K -$24K -2,961 -11%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$177K -$70.9K -8,755 -27%
OC
25
Oppenheimer & Co
New York
$171K +$59.4K +7,339 +47%

JRS Hedge Fund Activity: Q1 2023 in Review

63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2023, worth a combined $32.4M — down 7.2% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $443K. The largest seller was Advisors Asset Management, cutting an estimated $384K.

  • 63 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $32.4M of Nuveen Real Estate Income Fund stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q1 2023 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2023 was Morgan Stanley, an estimated $443K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2023 was Advisors Asset Management, an estimated $384K sold.

Based on aggregated 13F filings for Q1 2023.