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

KWB 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
2026
Q2 		$964K Buy
29,816
+2,222
+8% +$67.3K 0.08% 87
2026
Q1 		$777K Hold
27,594
– – 0.08% 82
2025
Q4 		$777K Buy
27,594
+5,357
+24% +$151K 0.07% 83
2025
Q3 		$659K Buy
22,237
+23
+0.1% +$675 0.07% 82
2025
Q2 		$695K Buy
22,214
+1,479
+7% +$44.2K 0.08% 85
2025
Q1 		$659K Buy
20,735
+3,079
+17% +$96.8K 0.08% 84
2024
Q4 		$599K Buy
17,656
+1,335
+8% +$44.2K 0.07% 81
2024
Q3 		$507K Buy
16,321
+15
+0.1% +$492 0.07% 79
2024
Q2 		$499K Hold
16,306
– – 0.07% 78
2024
Q1 		$499K Buy
16,306
+8
+0% +$241 0.07% 78
2023
Q4 		$503K Buy
16,298
+2,933
+22% +$81.7K 0.07% 78
2023
Q3 		$407K Hold
13,365
– – 0.07% 84
2023
Q2 		$407K Buy
13,365
+1,118
+9% +$33.5K 0.06% 88
2023
Q1 		$348K Hold
12,247
– – 0.06% 91
2022
Q4 		$348K Buy
+12,247
New +$362K 0.07% 85

Other funds holding NURE

FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KWB Wealth's NURE Position: Q2 2026 in Review

KWB Wealth increased its Nuveen Short-Term REIT ETF (NURE) stake by 8.1% in Q2 2026, buying an estimated $67.3K and bringing the position to 29,816 shares worth $964K. The position accounts for 0.08% of the portfolio, ranked #87.

KWB Wealth first reported a position in NURE in Q4 2022 and has held it in 15 quarters since. 4 funds tracked by Wall St. Rank hold NURE as of Q2 2026.

  • KWB Wealth held 29,816 shares of Nuveen Short-Term REIT ETF worth $964K as of Q2 2026.
  • KWB Wealth bought 2,222 Nuveen Short-Term REIT ETF shares in Q2 2026, an estimated $67.3K.
  • Nuveen Short-Term REIT ETF made up 0.08% of KWB Wealth's portfolio in Q2 2026, its #87 holding.
  • KWB Wealth first reported a position in Nuveen Short-Term REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 4 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.