Nuveen Short-Term REIT ETF
NURE
29 hedge funds and large institutions have $22.6M invested in Nuveen Short-Term REIT ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 9 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
8% more capital invested
Capital invested by funds: $20.9M → $22.6M (+$1.72M)
1.76% more ownership
Funds ownership: 42.63% → 44.39% (+1.8%)
12% less funds holding
Funds holding: 33 → 29 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.49M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$938K |
| 3 |
Morgan Stanley
New York
|
+$345K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$334K |
| 5 |
VanEck Associates
New York
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$5.61M |
| 2 |
MI
Moneywise Inc
Forest,
Virginia
|
-$393K |
| 3 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$290K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $4.32K | – | – | – |
|
|
WIM
27
Westside Investment Management
Santa Monica,
California
| $2.32K | -$4.18K | -150 | -67% |
|
|
CAS
28
Coppell Advisory Solutions
Coppell,
Texas
| $2.19K | +$1.98K | +71 | New |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $309 | +$279 | +10 | New |
|
30
Wells Fargo
San Francisco,
California
| $6 | -$56 | -2 | Closed |
|
|
HW
31
Hedeker Wealth
Lincolnshire,
Illinois
| – | -$5.61M | -206,602 | Closed |
|
|
MI
32
Moneywise Inc
Forest,
Virginia
| – | -$393K | -14,490 | Closed |
|
|
UWM
33
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| – | -$290K | -10,693 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$256K | -9,431 | Closed |
|
|
TC
35
TAP Consulting
Kirkwood,
Missouri
| – | -$243K | -8,955 | Closed |
|
|
CAN
36
Cetera Advisor Networks
El Segundo,
California
| – | -$206K | -7,589 | Closed |
|
|
FFA
37
Farther Finance Advisors
San Francisco,
California
| – | -$8.9K | -328 | Closed |
|
NURE Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q4 2023, worth a combined $22.6M — up 8.3% from $20.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NURE and 5 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Bank of America, adding an estimated $3.49M. The largest seller was Hedeker Wealth, exiting entirely with an estimated $5.61M sold.
- 29 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q4 2023, down from 33 in Q3 2023.
- Funds reported $22.6M of Nuveen Short-Term REIT ETF stock for Q4 2023, up 8.3% quarter-over-quarter.
- 5 funds opened new Nuveen Short-Term REIT ETF positions in Q4 2023 and 9 closed out, a net change of -4 holders.
- The largest Nuveen Short-Term REIT ETF buyer in Q4 2023 was Bank of America, an estimated $3.49M added.
- The largest Nuveen Short-Term REIT ETF seller in Q4 2023 was Hedeker Wealth, an estimated $5.61M sold.
Based on aggregated 13F filings for Q4 2023.