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Cornerstone Wealth Management’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Cornerstone Wealth Management’s Portfolio NURE Stock Details NURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$846K Buy
31,119
+412
+1% +$11.8K 0.04% 338
2025
Q4 		$865K Buy
30,707
+143
+0.5% +$4.02K 0.05% 320
2025
Q3 		$880K Sell
30,564
-794
-3% -$23.3K 0.05% 303
2025
Q2 		$930K Sell
31,358
-6,958
-18% -$208K 0.06% 280
2025
Q1 		$1.2M Buy
38,316
+392
+1% +$12.3K 0.08% 208
2024
Q4 		$1.21M Buy
37,924
+13,979
+58% +$462K 0.08% 202
2024
Q3 		$812K Buy
23,945
+4,369
+22% +$143K 0.06% 255
2024
Q2 		$609K Sell
19,576
-454
-2% -$13.7K 0.05% 294
2024
Q1 		$613K Sell
20,030
-128
-0.6% -$3.85K 0.05% 294
2023
Q4 		$622K Buy
20,158
+2,726
+16% +$76K 0.05% 275
2023
Q3 		$473K Buy
+17,432
New +$513K 0.04% 316

Other funds holding NURE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWTS
Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $113M AUM 13.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return