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Nuveen Short-Term REIT ETF

27 hedge funds and large institutions have $19.2M invested in Nuveen Short-Term REIT ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

1% more capital invested

Capital invested by funds: $18.9M → $19.2M (+$213K)

0.16% less ownership

Funds ownership: 39.94%39.78% (-0.16%)

13% less funds holding

Funds holding: 3127 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
9
Closed
5
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
$9.17M +$161K +5,324 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.28M +$73.9K +2,449 +6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.25M +$65K +2,153 +6%
TRCT
4
Tower Research Capital (TRC)
New York
$921K +$253K +8,373 +39%
LPL Financial
5
LPL Financial
California
$904K -$63.3K -2,097 -7%
ACP
6
Arcus Capital Partners
Georgia
$734K +$34.7K +1,151 +5%
CWM
7
Cornerstone Wealth Management
Missouri
$609K -$13.7K -454 -2%
SOS
8
Silver Oak Securities
Tennessee
$513K -$131K -4,350 -21%
KW
9
KWB Wealth
California
$499K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$470K -$6.19K -205 -1%
Morgan Stanley
11
Morgan Stanley
New York
$468K +$41.4K +1,371 +10%
AWM
12
AE Wealth Management
Kansas
$450K -$26.8K -888 -6%
Citadel Advisors
13
Citadel Advisors
Florida
$414K +$402K +13,302 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$384K +$65.8K +2,178 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$341K -$21.7K -718 -6%
CCFM
16
Clear Creek Financial Management
Washington
$283K -$2.48K -82 -0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$247K +$19K +629 +9%
DFA
18
DHJJ Financial Advisors
Illinois
$126K +$30 +1 +0%
Osaic Holdings
19
Osaic Holdings
Arizona
$39K -$159K -5,272 -81%
GTAM
20
Global Trust Asset Management
Florida
$18.7K
GRP
21
Global Retirement Partners
California
$15.3K +$14.9K +492 New
IA
22
IFP Advisors
Florida
$6.65K
CA
23
CoreCap Advisors
Michigan
$5.35K
HI
24
Harbour Investments
Wisconsin
$4.35K
UBS Group
25
UBS Group
Switzerland
$2.95K -$2.02K -67 -41%

NURE Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q2 2024, worth a combined $19.2M — up 1.1% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NURE and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $402K. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $386K sold.

  • 27 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q2 2024, down from 31 in Q1 2024.
  • Funds reported $19.2M of Nuveen Short-Term REIT ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 2 funds opened new Nuveen Short-Term REIT ETF positions in Q2 2024 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q2 2024 was Citadel Advisors, an estimated $402K added.
  • The largest Nuveen Short-Term REIT ETF seller in Q2 2024 was Level Four Advisory Services, an estimated $386K sold.

Based on aggregated 13F filings for Q2 2024.