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Nuveen Short-Term REIT ETF

39 hedge funds and large institutions have $69.3M invested in Nuveen Short-Term REIT ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $61.4M → $69.3M (+$7.97M)

9.97% more ownership

Funds ownership: 56.87%66.84% (+10%)

8% more funds holding

Funds holding: 3639 (+3)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
16
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
1
GW Henssler & Associates
Georgia
$15.6M +$557K +14,591 +4%
Bank of America
2
Bank of America
North Carolina
$12M +$986K +25,851 +9%
N
3
Nuveen
North Carolina
$9.97M
RCS
4
Retirement Capital Strategies
California
$5.48M +$3M +78,526 +127%
SI
5
Saxon Interests
Texas
$3.8M +$2.57M +67,334 +226%
FEM
6
Fulcrum Equity Management
Texas
$3.57M +$3.48M +91,247 New
RWA
7
Redhawk Wealth Advisors
Minnesota
$2.6M -$1.14M -29,990 -31%
LPL Financial
8
LPL Financial
California
$2.48M +$1.04M +27,328 +76%
ACM
9
Anfield Capital Management
California
$2.13M +$2.08M +54,521 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.73M -$105K -2,760 -6%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.53M +$344K +9,012 +30%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.05M +$306K +8,026 +53%
VanEck Associates
13
VanEck Associates
New York
$872K +$474K +12,422 +126%
WWM
14
Western Wealth Management
Colorado
$862K +$420K +11,014 +100%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$795K -$8.47K -222 -1%
ACP
16
Arcus Capital Partners
Georgia
$691K +$675K +17,678 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$634K +$280K +7,325 +82%
TC
18
TAP Consulting
Missouri
$574K -$21.5K -563 -4%
CAN
19
Cetera Advisor Networks
California
$542K +$272K +7,135 +106%
LNC
20
Lincoln National Corp
Pennsylvania
$396K +$386K +10,119 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$380K -$18.9K -495 -5%
KAS
22
Kestra Advisory Services
Texas
$328K +$320K +8,383 New
CAG
23
Csenge Advisory Group
Florida
$298K +$290K +7,609 New
RJA
24
Raymond James & Associates
Florida
$252K
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
$239K -$5.72K -150 -2%

NURE Hedge Fund Activity: Q1 2022 in Review

39 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q1 2022, worth a combined $69.3M — up 13% from $61.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NURE positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $3.48M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $1.57M sold.

  • 39 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $69.3M of Nuveen Short-Term REIT ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 10 funds opened new Nuveen Short-Term REIT ETF positions in Q1 2022 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q1 2022 was Fulcrum Equity Management, an estimated $3.48M added.
  • The largest Nuveen Short-Term REIT ETF seller in Q1 2022 was Janney Montgomery Scott, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2022.