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Nuveen Real Estate Income Fund

58 hedge funds and large institutions have $53.1M invested in Nuveen Real Estate Income Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $44.5M → $53.1M (+$8.64M)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.2% less ownership

Funds ownership: 20.1%19.9% (-0.2%)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.3M +$1.3M +152,774 +12%
AAM
2
Advisors Asset Management
Colorado
$6.24M -$908K -106,525 -14%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.76M +$1.53M +179,819 +41%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.04M -$147K -17,300 -4%
PAG
5
Private Advisor Group
New Jersey
$3.37M -$52.5K -6,162 -2%
AA
6
AQR Arbitrage
Connecticut
$1.8M -$742K -87,071 -31%
LPL Financial
7
LPL Financial
California
$1.7M +$60.5K +7,100 +4%
Wells Fargo
8
Wells Fargo
California
$1.58M +$74.2K +8,706 +5%
Invesco
9
Invesco
Georgia
$1.31M +$377K +44,256 +46%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.28M -$673K -78,949 -36%
Bank of America
11
Bank of America
North Carolina
$1.19M -$1.09M -128,039 -50%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08M -$3.32K -390 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$898K -$18.7K -2,195 -2%
GC
14
Guggenheim Capital
Illinois
$888K +$195K +22,878 +32%
EAM
15
Everstar Asset Management
North Carolina
$881K +$807K +94,725 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$851K -$8.54K -1,002 -1%
MA
17
Mutual Advisors
Nebraska
$731K +$6.67K +783 +1%
UBS Group
18
UBS Group
Switzerland
$715K +$97K +11,386 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$663K -$26.7K -3,130 -4%
NAS
20
NWF Advisory Services
California
$482K -$15.3K -1,800 -3%
SPIA
21
Steward Partners Investment Advisory
New York
$428K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$326K +$41.8K +4,909 +16%
OC
23
Oppenheimer & Co
New York
$313K -$19.9K -2,338 -6%
Stifel Financial
24
Stifel Financial
Missouri
$300K +$45.5K +5,341 +20%
SWP
25
Strategic Wealth Partners
Ohio
$284K -$89.5K -10,500 -26%

JRS Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q3 2024, worth a combined $53.1M — up 19% from $44.5M a quarter earlier.

Fund positioning in JRS was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 18 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.53M. The largest seller was Bank of America, cutting an estimated $1.09M.

  • 58 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $53.1M of Nuveen Real Estate Income Fund stock for Q3 2024, up 19% quarter-over-quarter.
  • 10 funds opened new Nuveen Real Estate Income Fund positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q3 2024 was Pathstone Holdings, an estimated $1.53M added.
  • The largest Nuveen Real Estate Income Fund seller in Q3 2024 was Bank of America, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2024.