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Nuveen Real Estate Income Fund

59 hedge funds and large institutions have $36.8M invested in Nuveen Real Estate Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $32.4M → $36.8M (+$4.39M)

0.36% more ownership

Funds ownership: 16.89%17.25% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

6% less funds holding

Funds holding: 6359 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
19
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
$6.57M -$1.32M -181,699 -17%
AAM
2
Advisors Asset Management
Colorado
$4.89M -$348K -47,818 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.99M -$2.29K -315 -0.1%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.76M +$53.5K +7,342 +2%
PAG
5
Private Advisor Group
New Jersey
$2.14M +$25K +3,436 +1%
LPL Financial
6
LPL Financial
California
$1.49M -$165K -22,645 -10%
WAM
7
Wolverine Asset Management
Illinois
$1.49M +$1.36M +186,946 +1,385%
Wells Fargo
8
Wells Fargo
California
$1.43M -$298K -40,936 -17%
Ameriprise
9
Ameriprise
Minnesota
$1.36M -$44.5K -6,116 -3%
CA
10
Cornerstone Advisors
North Carolina
$967K +$947K +130,108 New
Osaic Holdings
11
Osaic Holdings
Arizona
$770K -$31.2K -4,284 -4%
1CP
12
1607 Capital Partners
Virginia
$748K
CAN
13
Cetera Advisor Networks
California
$673K +$53.4K +7,338 +9%
Cohen & Steers
14
Cohen & Steers
New York
$671K -$74.3K -10,203 -10%
UBS Group
15
UBS Group
Switzerland
$659K -$3.33K -458 -0.5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$565K +$22.7K +3,120 +4%
MA
17
Mutual Advisors
Nebraska
$501K +$92.4K +12,696 +23%
NAS
18
NWF Advisory Services
California
$421K
Walleye Capital
19
Walleye Capital
New York
$403K +$395K +54,186 New
AA
20
AQR Arbitrage
Connecticut
$307K +$301K +41,278 New
LCM
21
Landscape Capital Management
New Jersey
$296K +$290K +39,844 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$295K -$32.3K -4,435 -10%
KAS
23
Kestra Advisory Services
Texas
$252K +$157K +21,519 +173%
OC
24
Oppenheimer & Co
New York
$230K +$58.8K +8,073 +35%
Bank of America
25
Bank of America
North Carolina
$226K +$9.61K +1,320 +5%

JRS Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q2 2023, worth a combined $36.8M — up 14% from $32.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JRS and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Wolverine Asset Management, adding an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $1.32M.

  • 59 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $36.8M of Nuveen Real Estate Income Fund stock for Q2 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Nuveen Real Estate Income Fund positions in Q2 2023 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q2 2023 was Wolverine Asset Management, an estimated $1.36M added.
  • The largest Nuveen Real Estate Income Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2023.