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Nuveen Short-Term REIT ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3133 (+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

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HW
1
Hedeker Wealth
Illinois
$5.61M +$3.03M +102,777 +99%
Bank of America
2
Bank of America
North Carolina
$4.46M +$158K +5,359 +3%
VanEck Associates
3
VanEck Associates
New York
$2.73M -$246K -8,364 -8%
LPL Financial
4
LPL Financial
California
$801K -$224K -7,589 -20%
TRCT
5
Tower Research Capital (TRC)
New York
$768K -$25.3K -860 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$766K +$380K +12,886 +84%
AWM
7
AE Wealth Management
Kansas
$517K -$152K -5,155 -21%
CWM
8
Cornerstone Wealth Management
Missouri
$473K +$513K +17,432 New
KW
9
KWB Wealth
California
$407K
MI
10
Moneywise Inc
Virginia
$393K -$38.6K -1,312 -8%
ACP
11
Arcus Capital Partners
Georgia
$383K -$1.8K -61 -0.4%
SOS
12
Silver Oak Securities
Tennessee
$376K +$408K +13,842 New
LFAS
13
Level Four Advisory Services
Texas
$340K
Morgan Stanley
14
Morgan Stanley
New York
$329K +$18.6K +630 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$323K -$7.19K -244 -2%
UWM
16
USAdvisors Wealth Management
Minnesota
$290K +$11.8K +399 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$261K -$308K -10,468 -52%
Citadel Advisors
18
Citadel Advisors
Florida
$256K +$278K +9,431 New
TC
19
TAP Consulting
Missouri
$243K -$39.1K -1,329 -13%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$225K -$346K -11,737 -59%
CAN
21
Cetera Advisor Networks
California
$206K -$106K -3,613 -32%
Osaic Holdings
22
Osaic Holdings
Arizona
$202K -$395K -13,401 -64%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$201K -$30.5K -1,037 -12%
DFA
24
DHJJ Financial Advisors
Illinois
$123K +$134K +4,540 New
UBS Group
25
UBS Group
Switzerland
$66K +$41.8K +1,419 +140%

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.