Nuveen Short-Term REIT ETF
NURE
33 hedge funds and large institutions have $20.9M invested in Nuveen Short-Term REIT ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more funds holding
Funds holding: 31 → 33 (+2)
3.85% more ownership
Funds ownership: 38.79% → 42.63% (+3.8%)
1% more capital invested
Capital invested by funds: $20.7M → $20.9M (+$225K)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$3.03M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$513K |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$408K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$380K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$395K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$346K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$308K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$256K |
| 5 |
VanEck Associates
New York
|
-$246K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $45.9K | – | – | – |
|
|
LFA
27
LGT Financial Advisors
Dallas,
Texas
| $45.6K | +$49.5K | +1,680 | New |
|
|
GTAM
28
Global Trust Asset Management
West Palm Beach,
Florida
| $24.4K | – | – | – |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $8.9K | – | – | – |
|
|
WIM
30
Westside Investment Management
Santa Monica,
California
| $6.11K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $3.8K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $47 | +$29 | +1 | +100% |
|
|
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$256K | -8,414 | Closed |
|
|
SI
34
Saxon Interests
Houston,
Texas
| – | -$233K | -7,650 | Closed |
|
|
MIA
35
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$15.2K | -500 | Closed |
|
|
BFEC
36
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -53 | Closed |
|
37
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$88 | +3 | New |
|
NURE Hedge Fund Activity: Q3 2023 in Review
33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q3 2023, worth a combined $20.9M — up 1.1% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NURE positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Hedeker Wealth, adding an estimated $3.03M. The largest seller was Osaic Holdings, cutting an estimated $395K.
- 33 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q3 2023, up from 31 in Q2 2023.
- Funds reported $20.9M of Nuveen Short-Term REIT ETF stock for Q3 2023, up 1.1% quarter-over-quarter.
- 6 funds opened new Nuveen Short-Term REIT ETF positions in Q3 2023 and 4 closed out, a net change of +2 holders.
- The largest Nuveen Short-Term REIT ETF buyer in Q3 2023 was Hedeker Wealth, an estimated $3.03M added.
- The largest Nuveen Short-Term REIT ETF seller in Q3 2023 was Osaic Holdings, an estimated $395K sold.
Based on aggregated 13F filings for Q3 2023.