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LGT Financial Advisors’s Nuveen Short-Term REIT ETF NURE Stock Holding History

LGT Financial Advisors’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
2024
Q2 		– Sell
-203
Closed -$6.21K – 837
2024
Q1 		$6.21K Hold
203
– – 0.01% 583
2023
Q4 		$6.28K Sell
203
-1,477
-88% -$41.2K 0.01% 576
2023
Q3 		$45.6K Buy
+1,680
New +$49.5K 0.06% 225

Other funds holding NURE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 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

LGT Financial Advisors's NURE Position: Q2 2024 in Review

LGT Financial Advisors sold out of Nuveen Short-Term REIT ETF (NURE) in Q2 2024, closing a stake of 203 shares — an estimated $6.21K sold.

LGT Financial Advisors first reported a position in NURE in Q3 2023 and held it in 3 quarters. The position peaked at $45.6K in Q3 2023. 27 funds tracked by Wall St. Rank hold NURE as of Q2 2024.

  • LGT Financial Advisors reported no remaining Nuveen Short-Term REIT ETF position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 203 Nuveen Short-Term REIT ETF shares in Q2 2024, an estimated $6.21K.
  • LGT Financial Advisors first reported a position in Nuveen Short-Term REIT ETF in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Nuveen Short-Term REIT ETF position peaked at $45.6K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.