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Nuveen Real Estate Income Fund
JRS

69 hedge funds and large institutions have $52.6M invested in Nuveen Real Estate Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

45% more capital invested

Capital invested by funds: $36.2M → $52.6M (+$16.4M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

15% more funds holding

Funds holding: 60 → 69 (+9)

4.58% more ownership

Funds ownership: 18.68% → 23.26% (+4.6%)

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.2M
2
LPL Financial
LPL Financial
California
+$745K
3
AA
AQR Arbitrage
Connecticut
+$632K
4
CA
Cornerstone Advisors
North Carolina
+$621K
5
Bank of America
Bank of America
North Carolina
+$404K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$729K
2
Osaic Holdings
Osaic Holdings
Arizona
-$429K
3
WAM
Wolverine Asset Management
Illinois
-$239K
4
LSC
Logan Stone Capital
Illinois
-$157K
5
Walleye Capital
Walleye Capital
New York
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.9M +$5.2M +756,683 +85%
AAM
2
Advisors Asset Management
Colorado
$5.81M +$189K +27,463 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.74M -$101K -14,754 -3%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.38M +$174K +25,313 +6%
CA
5
Cornerstone Advisors
North Carolina
$2.89M +$621K +90,357 +32%
PAG
6
Private Advisor Group
New Jersey
$2.44M +$178K +25,854 +9%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$2.41M +$2.12M +308,336 New
AA
8
AQR Arbitrage
Connecticut
$2.11M +$632K +91,946 +52%
Bank of America
9
Bank of America
North Carolina
$1.58M +$404K +58,692 +41%
LPL Financial
10
LPL Financial
California
$1.49M +$745K +108,398 +133%
WAM
11
Wolverine Asset Management
Illinois
$1.43M -$239K -34,708 -16%
Wells Fargo
12
Wells Fargo
California
$1.21M -$125K -18,118 -10%
Ameriprise
13
Ameriprise
Minnesota
$888K -$112K -16,229 -13%
1CP
14
1607 Capital Partners
Virginia
$788K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$751K +$119K +17,297 +22%
Cohen & Steers
16
Cohen & Steers
New York
$706K – – –
CAN
17
Cetera Advisor Networks
California
$676K -$21.9K -3,185 -4%
UBS Group
18
UBS Group
Switzerland
$647K +$1.04K +152 +0.2%
Osaic Holdings
19
Osaic Holdings
Arizona
$627K -$429K -62,453 -44%
LCM
20
Landscape Capital Management
New Jersey
$575K +$270K +39,233 +115%
MA
21
Mutual Advisors
Nebraska
$531K +$2.17K +315 +0.5%
NAS
22
NWF Advisory Services
California
$408K -$10.3K -1,500 -3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$381K +$6.88K +1,000 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$360K +$317K +46,040 New
GC
25
Guggenheim Capital
Illinois
$291K +$166K +24,148 +185%
1
2 3 4

JRS Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2023, worth a combined $52.6M — up 45% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JRS positions and 8 closed out — a net gain of 10 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $729K sold.

  • 69 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $52.6M of Nuveen Real Estate Income Fund stock for Q4 2023, up 45% quarter-over-quarter.
  • 18 funds opened new Nuveen Real Estate Income Fund positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.2M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $729K sold.

Based on aggregated 13F filings for Q4 2023.