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Nuveen Real Estate Income Fund

60 hedge funds and large institutions have $36.2M invested in Nuveen Real Estate Income Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 20 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

2% more funds holding

Funds holding: 5960 (+1)

1.43% more ownership

Funds ownership: 17.25%18.68% (+1.4%)

2% less capital invested

Capital invested by funds: $36.8M → $36.2M (-$650K)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
20
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
$5.95M +$33.7K +4,625 +0.5%
AAM
2
Advisors Asset Management
Colorado
$4.8M +$419K +57,490 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.3M -$321K -44,094 -8%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.72M +$256K +35,109 +9%
PAG
5
Private Advisor Group
New Jersey
$1.91M -$17.6K -2,409 -0.8%
CA
6
Cornerstone Advisors
North Carolina
$1.87M +$1.08M +148,658 +114%
WAM
7
Wolverine Asset Management
Illinois
$1.46M +$124K +17,026 +8%
AA
8
AQR Arbitrage
Connecticut
$1.19M +$996K +136,612 +331%
Wells Fargo
9
Wells Fargo
California
$1.16M -$147K -20,186 -10%
Bank of America
10
Bank of America
North Carolina
$961K +$824K +112,982 +371%
Osaic Holdings
11
Osaic Holdings
Arizona
$956K +$285K +39,091 +38%
Ameriprise
12
Ameriprise
Minnesota
$855K -$403K -55,310 -30%
SCM
13
Saba Capital Management
New York
$729K +$793K +108,742 New
1CP
14
1607 Capital Partners
Virginia
$675K
Cohen & Steers
15
Cohen & Steers
New York
$605K
CAN
16
Cetera Advisor Networks
California
$601K -$6.47K -888 -1%
UBS Group
17
UBS Group
Switzerland
$554K -$44.3K -6,070 -7%
LPL Financial
18
LPL Financial
California
$546K -$868K -119,095 -59%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$527K +$19.1K +2,620 +3%
API
20
Advisor Partners II
California
$457K +$497K +68,152 New
MA
21
Mutual Advisors
Nebraska
$453K +$1.25K +171 +0.3%
NAS
22
NWF Advisory Services
California
$360K -$21.1K -2,900 -5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$324K -$38.5K -5,275 -10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$255K -$11.6K -1,587 -4%
Walleye Capital
25
Walleye Capital
New York
$254K -$119K -16,298 -30%

JRS Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2023, worth a combined $36.2M — down 1.8% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JRS positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.08M. The largest seller was LPL Financial, cutting an estimated $868K.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2023, up from 59 in Q2 2023.
  • Funds reported $36.2M of Nuveen Real Estate Income Fund stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $1.08M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2023 was LPL Financial, an estimated $868K sold.

Based on aggregated 13F filings for Q3 2023.