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Nuveen Short-Term REIT ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3329 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.93M +$3.49M +125,124 +76%
VanEck Associates
2
VanEck Associates
New York
$3.43M +$291K +10,433 +10%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.29M +$938K +33,651 +407%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.11M +$212K +7,616 +27%
LPL Financial
5
LPL Financial
California
$1M +$83.2K +2,987 +10%
TRCT
6
Tower Research Capital (TRC)
New York
$812K -$55.5K -1,991 -7%
Morgan Stanley
7
Morgan Stanley
New York
$757K +$345K +12,377 +102%
ACP
8
Arcus Capital Partners
Georgia
$693K +$232K +8,340 +59%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$668K +$334K +11,992 +125%
CWM
10
Cornerstone Wealth Management
Missouri
$622K +$76K +2,726 +16%
SOS
11
Silver Oak Securities
Tennessee
$507K +$71.5K +2,565 +19%
KW
12
KWB Wealth
California
$503K +$81.7K +2,933 +22%
AWM
13
AE Wealth Management
Kansas
$477K -$85.5K -3,070 -16%
LFAS
14
Level Four Advisory Services
Texas
$386K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$375K +$7.33K +263 +2%
CCFM
16
Clear Creek Financial Management
Washington
$281K +$254K +9,113 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$230K +$1.31K +47 +0.6%
Osaic Holdings
18
Osaic Holdings
Arizona
$168K -$55.9K -2,007 -27%
DFA
19
DHJJ Financial Advisors
Illinois
$130K -$8.95K -321 -7%
AWM
20
Able Wealth Management
New Jersey
$80.6K +$72.7K +2,610 New
GI
21
Gradient Investments
Minnesota
$52.2K
UBS Group
22
UBS Group
Switzerland
$41.9K -$29.9K -1,073 -44%
GTAM
23
Global Trust Asset Management
Florida
$24.7K -$2.79K -100 -11%
IA
24
IFP Advisors
Florida
$14.4K +$13K +465 New
LFA
25
LGT Financial Advisors
Texas
$6.28K -$41.2K -1,477 -88%

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.