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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return