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Nuveen Real Estate Income Fund

60 hedge funds and large institutions have $54.8M invested in Nuveen Real Estate Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 5860 (+2)

2.1% more ownership

Funds ownership: 19.9%22% (+2.1%)

3% more capital invested

Capital invested by funds: $53.1M → $54.8M (+$1.74M)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
15
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
$13.8M +$1.55M +171,442 +12%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$6.1M +$790K +87,502 +14%
AAM
3
Advisors Asset Management
Colorado
$6.09M +$319K +35,323 +5%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.88M +$134K +14,885 +3%
PAG
5
Private Advisor Group
New Jersey
$3.28M +$167K +18,479 +5%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.52M +$2.64M +291,923 New
LPL Financial
7
LPL Financial
California
$1.55M -$36.4K -4,027 -2%
Wells Fargo
8
Wells Fargo
California
$1.41M -$64.5K -7,145 -4%
Invesco
9
Invesco
Georgia
$1.23M +$12.4K +1,372 +1%
AA
10
AQR Arbitrage
Connecticut
$1.05M -$647K -71,657 -37%
UBS Group
11
UBS Group
Switzerland
$1.02M +$377K +41,776 +54%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.02M -$183K -20,267 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.01M +$6.79K +752 +0.6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$823K +$34.5K +3,825 +4%
GC
15
Guggenheim Capital
Illinois
$815K -$9.92K -1,098 -1%
Ameriprise
16
Ameriprise
Minnesota
$729K -$109K -12,039 -12%
MA
17
Mutual Advisors
Nebraska
$725K +$31.8K +3,518 +4%
ASN
18
Advisory Services Network
Georgia
$709K +$742K +82,204 New
Osaic Holdings
19
Osaic Holdings
Arizona
$677K +$64.4K +7,131 +10%
EAM
20
Everstar Asset Management
North Carolina
$676K -$148K -16,400 -17%
MSWA
21
Marshall & Sterling Wealth Advisors
New York
$615K +$643K +71,210 New
Raymond James Financial
22
Raymond James Financial
Florida
$438K +$459K +50,779 New
SPIA
23
Steward Partners Investment Advisory
New York
$397K
SFS
24
Shaker Financial Services
Virginia
$364K +$381K +42,228 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$348K +$47.4K +5,251 +15%

JRS Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Real Estate Income Fund (JRS) for Q4 2024, worth a combined $54.8M — up 3.3% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JRS positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.64M. The largest seller was Bank of America, cutting an estimated $884K.

  • 60 institutional investors held Nuveen Real Estate Income Fund (JRS) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $54.8M of Nuveen Real Estate Income Fund stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 14 funds opened new Nuveen Real Estate Income Fund positions in Q4 2024 and 10 closed out, a net change of +4 holders.
  • The largest Nuveen Real Estate Income Fund buyer in Q4 2024 was Thomas J. Herzfeld Advisors, an estimated $2.64M added.
  • The largest Nuveen Real Estate Income Fund seller in Q4 2024 was Bank of America, an estimated $884K sold.

Based on aggregated 13F filings for Q4 2024.