Stonehaven Wealth & Tax Solutions’s Nuveen Short-Term REIT ETF NURE Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$705K	Buy	21,807 +706	+3%	+$21.4K	0.56%	34
2026 Q1	$573K	Sell	21,101 -386	-2%	-$11.1K	0.51%	38
2025 Q4	$605K	Buy	21,487 +739	+4%	+$20.8K	0.54%	32
2025 Q3	$597K	Buy	20,748 +629	+3%	+$18.5K	0.55%	33
2025 Q2	$596K	Sell	20,119 -578	-3%	-$17.3K	0.58%	32
2025 Q1	$647K	Buy	20,697 +9,923	+92%	+$312K	0.68%	32
2024 Q4	$343K	Buy	+10,774	New	+$356K	0.37%	60

Other funds holding NURE

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CWM

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TRCT

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

Stonehaven Wealth & Tax Solutions's NURE Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Nuveen Short-Term REIT ETF (NURE) stake by 3.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 21,807 shares worth $705K. The position accounts for 0.56% of the portfolio, ranked #34.

Stonehaven Wealth & Tax Solutions first reported a position in NURE in Q4 2024 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold NURE as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 21,807 shares of Nuveen Short-Term REIT ETF worth $705K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 706 Nuveen Short-Term REIT ETF shares in Q2 2026, an estimated $21.4K.
Nuveen Short-Term REIT ETF made up 0.56% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #34 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Nuveen Short-Term REIT ETF in Q4 2024 and has held it in 7 quarters since.
31 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.