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Nuveen Real Estate Income Fund

62 hedge funds and large institutions have $47.3M invested in Nuveen Real Estate Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

2.53% less ownership

Funds ownership: 23.26%20.72% (-2.5%)

10% less capital invested

Capital invested by funds: $52.6M → $47.3M (-$5.28M)

10% less funds holding

Funds holding: 6962 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
13
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.7M -$4.17M -543,748 -33%
AAM
2
Advisors Asset Management
Colorado
$6.55M +$658K +85,823 +12%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.42M +$10.7K +1,393 +0.3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.04M -$709K -92,461 -19%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.81M +$357K +46,559 +15%
PAG
6
Private Advisor Group
New Jersey
$2.6M +$139K +18,092 +6%
AA
7
AQR Arbitrage
Connecticut
$2.32M +$183K +23,884 +9%
Bank of America
8
Bank of America
North Carolina
$2.02M +$412K +53,702 +27%
LPL Financial
9
LPL Financial
California
$1.4M -$94K -12,267 -6%
Wells Fargo
10
Wells Fargo
California
$1.26M +$35.7K +4,660 +3%
CA
11
Cornerstone Advisors
North Carolina
$1.13M -$1.74M -226,479 -61%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$894K +$131K +17,142 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$848K +$208K +27,088 +34%
Ameriprise
14
Ameriprise
Minnesota
$811K -$67.7K -8,827 -8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$805K +$684K +89,183 +705%
1CP
16
1607 Capital Partners
Virginia
$796K
Cohen & Steers
17
Cohen & Steers
New York
$713K
CAN
18
Cetera Advisor Networks
California
$701K +$17.6K +2,296 +3%
LCM
19
Landscape Capital Management
New Jersey
$630K +$48.2K +6,282 +9%
MA
20
Mutual Advisors
Nebraska
$607K +$68.8K +8,969 +13%
UBS Group
21
UBS Group
Switzerland
$554K -$97.5K -12,716 -15%
GC
22
Guggenheim Capital
Illinois
$448K +$149K +19,488 +52%
NAS
23
NWF Advisory Services
California
$412K
SPIA
24
Steward Partners Investment Advisory
New York
$364K
Invesco
25
Invesco
Georgia
$298K +$289K +37,678 New

JRS Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q1 2024, worth a combined $47.3M — down 10% from $52.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of JRS and 9 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $684K. The largest seller was Morgan Stanley, cutting an estimated $4.17M.

  • 62 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q1 2024, down from 69 in Q4 2023.
  • Funds reported $47.3M of Nuveen Real Estate Income Fund stock for Q1 2024, down 10% quarter-over-quarter.
  • 9 funds opened new Nuveen Real Estate Income Fund positions in Q1 2024 and 15 closed out, a net change of -6 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $684K added.
  • The largest Nuveen Real Estate Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2024.