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Nuveen Short-Term REIT ETF

26 hedge funds and large institutions have $41.6M invested in Nuveen Short-Term REIT ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

40% more capital invested

Capital invested by funds: $29.8M → $41.6M (+$11.8M)

30% more funds holding

Funds holding: 2026 (+6)

8.06% less ownership

Funds ownership: 60.47%52.41% (-8.1%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$13.3M +$13.6M +377,893 New
Bank of America
2
Bank of America
North Carolina
$9.74M +$2.73M +75,953 +38%
N
3
Nuveen
North Carolina
$9M -$4.5M -125,000 -33%
RWA
4
Redhawk Wealth Advisors
Minnesota
$2.91M -$4.21M -116,933 -59%
Goldman Sachs
5
Goldman Sachs
New York
$1.32M +$1.35M +37,509 New
LPL Financial
6
LPL Financial
California
$907K +$489K +13,582 +112%
Citadel Advisors
7
Citadel Advisors
Florida
$806K +$822K +22,845 New
TC
8
TAP Consulting
Missouri
$668K -$62K -1,723 -8%
MML Investors Services
9
MML Investors Services
Massachusetts
$574K +$586K +16,273 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$376K +$54K +1,500 +16%
JWCA
11
J.W. Cole Advisors
Florida
$375K +$376K +10,450 New
GTAM
12
Global Trust Asset Management
Florida
$325K +$151K +4,200 +84%
Osaic Holdings
13
Osaic Holdings
Arizona
$273K +$96.1K +2,669 +53%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$271K +$276K +7,672 New
RJA
15
Raymond James & Associates
Florida
$226K
VanEck Associates
16
VanEck Associates
New York
$207K +$64.2K +1,784 +44%
TRCT
17
Tower Research Capital (TRC)
New York
$155K -$855K -23,749 -84%
HI
18
Harbour Investments
Wisconsin
$72K +$14.4K +400 +25%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25K -$5.47K -152 -18%
Morgan Stanley
20
Morgan Stanley
New York
$19K +$7.2K +200 +60%
GI
21
Gradient Investments
Minnesota
$15K -$33.7K -935 -69%
IA
22
IFP Advisors
Florida
$14K +$14.8K +410 New
UBS Group
23
UBS Group
Switzerland
$3K -$86.8K -2,410 -97%
SPIA
24
Steward Partners Investment Advisory
New York
$1K -$72 -2 -5%
WIM
25
Westside Investment Management
California
$2

NURE Hedge Fund Activity: Q3 2021 in Review

26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q3 2021, worth a combined $41.6M — up 40% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NURE positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $13.6M. The largest seller was Nuveen, cutting an estimated $4.5M.

  • 26 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q3 2021, up from 20 in Q2 2021.
  • Funds reported $41.6M of Nuveen Short-Term REIT ETF stock for Q3 2021, up 40% quarter-over-quarter.
  • 7 funds opened new Nuveen Short-Term REIT ETF positions in Q3 2021 and 1 closed out, a net change of +6 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q3 2021 was GW Henssler & Associates, an estimated $13.6M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q3 2021 was Nuveen, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2021.