Financial Planning Fort Collins’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Financial Planning Fort Collins’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 Q2	$258K	Sell	8,084 -218	-3%	-$6.61K	0.2%	29
2026 Q1	$243K	Buy	8,302 +516	+7%	+$14.8K	0.18%	33
2025 Q4	$219K	Buy	+7,786	New	+$219K	0.19%	29

Other funds holding NURE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWTS

Stonehaven Wealth & Tax Solutions Appleton, Wisconsin $125M AUM 18.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Planning Fort Collins's NURE Position: Q2 2026 in Review

Financial Planning Fort Collins reduced its Nuveen Short-Term REIT ETF (NURE) stake by 2.6% in Q2 2026, selling an estimated $6.61K and leaving 8,084 shares worth $258K. The position accounts for 0.2% of the portfolio, ranked #29.

Financial Planning Fort Collins first reported a position in NURE in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold NURE as of Q2 2026.

Financial Planning Fort Collins held 8,084 shares of Nuveen Short-Term REIT ETF worth $258K as of Q2 2026.
Financial Planning Fort Collins sold 218 Nuveen Short-Term REIT ETF shares in Q2 2026, an estimated $6.61K.
Nuveen Short-Term REIT ETF made up 0.2% of Financial Planning Fort Collins's portfolio in Q2 2026, its #29 holding.
Financial Planning Fort Collins first reported a position in Nuveen Short-Term REIT ETF in Q4 2025 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.