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Saxon Interests’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Saxon Interests’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
Q3 		– Sell
-7,650
Closed -$233K – 155
2023
Q2 		$233K Sell
7,650
-689
-8% -$20.7K 0.12% 149
2023
Q1 		$248K Sell
8,339
-97,131
-92% -$2.93M 0.14% 150
2022
Q4 		$3.01M Buy
105,470
+15,749
+18% +$465K 1.72% 12
2022
Q3 		$2.7M Buy
89,721
+11,027
+14% +$370K 1.65% 18
2022
Q2 		$2.53M Sell
78,694
-18,433
-19% -$659K 1.53% 19
2022
Q1 		$3.8M Buy
97,127
+67,334
+226% +$2.57M 2.02% 13
2021
Q4 		$1.17M Buy
+29,793
New +$1.14M 0.66% 36

Other funds holding NURE

HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Saxon Interests's NURE Position: Q3 2023 in Review

Saxon Interests sold out of Nuveen Short-Term REIT ETF (NURE) in Q3 2023, closing a stake of 7,650 shares — an estimated $233K sold.

Saxon Interests first reported a position in NURE in Q4 2021 and held it in 7 quarters. The position peaked at $3.8M in Q1 2022. 33 funds tracked by Wall St. Rank hold NURE as of Q3 2023.

  • Saxon Interests reported no remaining Nuveen Short-Term REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Saxon Interests sold 7,650 Nuveen Short-Term REIT ETF shares in Q3 2023, an estimated $233K.
  • Saxon Interests first reported a position in Nuveen Short-Term REIT ETF in Q4 2021 and held it in 7 quarters.
  • Saxon Interests's Nuveen Short-Term REIT ETF position peaked at $3.8M in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q3 2023.

Based on Saxon Interests's 13F filing for Q3 2023, filed 12 Oct 2023.