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Nuveen Short-Term REIT ETF

31 hedge funds and large institutions have $18.9M invested in Nuveen Short-Term REIT ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 2931 (+2)

4.45% less ownership

Funds ownership: 44.39%39.94% (-4.5%)

16% less capital invested

Capital invested by funds: $22.6M → $18.9M (-$3.65M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
13
Closed
4
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
$8.87M +$13.8K +457 +0.2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.19M +$89.2K +2,965 +8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.17M -$114K -3,782 -9%
LPL Financial
4
LPL Financial
California
$954K -$39.8K -1,324 -4%
ACP
5
Arcus Capital Partners
Georgia
$687K +$391 +13 +0.1%
TRCT
6
Tower Research Capital (TRC)
New York
$650K -$153K -5,067 -19%
SOS
7
Silver Oak Securities
Tennessee
$638K +$134K +4,436 +27%
CWM
8
Cornerstone Wealth Management
Missouri
$613K -$3.85K -128 -0.6%
KW
9
KWB Wealth
California
$499K +$241 +8 +0%
AWM
10
AE Wealth Management
Kansas
$470K -$18.4K -612 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$469K +$461K +15,317 New
Morgan Stanley
12
Morgan Stanley
New York
$419K -$326K -10,816 -44%
LFAS
13
Level Four Advisory Services
Texas
$386K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$358K -$13.8K -458 -4%
CA
15
Cetera Advisors
Colorado
$322K +$316K +10,512 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$311K -$345K -11,469 -53%
CCFM
17
Clear Creek Financial Management
Washington
$281K +$1.81K +60 +0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$224K -$3.88K -129 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$200K +$33.1K +1,099 +20%
DFA
20
DHJJ Financial Advisors
Illinois
$124K -$5.21K -173 -4%
William Blair & Company
21
William Blair & Company
Illinois
$52K +$51.2K +1,700 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$24.5K +$24.1K +800 New
GTAM
23
Global Trust Asset Management
Florida
$18.4K -$6.02K -200 -25%
IA
24
IFP Advisors
Florida
$6.55K -$7.55K -251 -54%
LFA
25
LGT Financial Advisors
Texas
$6.21K

NURE Hedge Fund Activity: Q1 2024 in Review

31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q1 2024, worth a combined $18.9M — down 16% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NURE positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $461K. The largest seller was VanEck Associates, exiting entirely with an estimated $3.43M sold.

  • 31 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $18.9M of Nuveen Short-Term REIT ETF stock for Q1 2024, down 16% quarter-over-quarter.
  • 7 funds opened new Nuveen Short-Term REIT ETF positions in Q1 2024 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $461K added.
  • The largest Nuveen Short-Term REIT ETF seller in Q1 2024 was VanEck Associates, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2024.