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 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 $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's NURE Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Nuveen Short-Term REIT ETF (NURE) stake by 1.8% in Q1 2026, selling an estimated $11.1K and leaving 21,101 shares worth $573K. The position accounts for 0.51% of the portfolio, ranked #38.

Stonehaven Wealth & Tax Solutions first reported a position in NURE in Q4 2024 and has held it in 6 quarters since. The position peaked at $647K in Q1 2025. 31 funds tracked by Wall St. Rank hold NURE as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 21,101 shares of Nuveen Short-Term REIT ETF worth $573K as of Q1 2026.
Stonehaven Wealth & Tax Solutions sold 386 Nuveen Short-Term REIT ETF shares in Q1 2026, an estimated $11.1K.
Nuveen Short-Term REIT ETF made up 0.51% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #38 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Nuveen Short-Term REIT ETF in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's Nuveen Short-Term REIT ETF position peaked at $647K in Q1 2025.
31 funds tracked by Wall St. Rank held Nuveen Short-Term REIT ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.