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

Hedeker Wealth’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
2023 Q4	–	Sell	-206,602	Closed	-$5.61M	–	90
2023 Q3	$5.61M	Buy	206,602 +102,777	+99%	+$3.03M	1.95%	16
2023 Q2	$3.16M	Sell	103,825 -15,756	-13%	-$472K	1.05%	38
2023 Q1	$3.55M	Buy	119,581 +7,266	+6%	+$219K	1.26%	32
2022 Q4	$3.19M	Sell	112,315 -11,476	-9%	-$339K	1.19%	34
2022 Q3	$3.68M	Buy	123,791 +70,581	+133%	+$2.37M	1.43%	31
2022 Q2	$1.76M	Buy	+53,210	New	+$1.9M	0.61%	52

Other funds holding NURE

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return

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

CWM

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Hedeker Wealth's NURE Position: Q4 2023 in Review

Hedeker Wealth sold out of Nuveen Short-Term REIT ETF (NURE) in Q4 2023, closing a stake of 206,602 shares — an estimated $5.61M sold.

Hedeker Wealth first reported a position in NURE in Q2 2022 and held it in 6 quarters. The position peaked at $5.61M in Q3 2023. 29 funds tracked by Wall St. Rank hold NURE as of Q4 2023.

Hedeker Wealth reported no remaining Nuveen Short-Term REIT ETF position as of Q4 2023 after selling out during the quarter.
Hedeker Wealth sold 206,602 Nuveen Short-Term REIT ETF shares in Q4 2023, an estimated $5.61M.
Hedeker Wealth first reported a position in Nuveen Short-Term REIT ETF in Q2 2022 and held it in 6 quarters.
Hedeker Wealth's Nuveen Short-Term REIT ETF position peaked at $5.61M in Q3 2023.
29 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q4 2023.

Based on Hedeker Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.