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Nuveen Short-Term REIT ETF

33 hedge funds and large institutions have $28.3M invested in Nuveen Short-Term REIT ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $22M → $28.3M (+$6.27M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

14.82% more ownership

Funds ownership: 40.78%55.6% (+15%)

14% more funds holding

Funds holding: 2933 (+4)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
10
Closed
3
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
$9.79M -$105K -3,162 -1%
AFS
2
Anderson Financial Strategies
Ohio
$7.07M +$7.35M +222,267 New
CWM
3
Cornerstone Wealth Management
Missouri
$1.21M +$462K +13,979 +58%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.16M +$23.2K +701 +2%
LPL Financial
5
LPL Financial
California
$995K +$52.8K +1,595 +5%
SWM
6
SK Wealth Management
Rhode Island
$789K +$8.93K +270 +1%
ACP
7
Arcus Capital Partners
Georgia
$687K -$25.6K -773 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$609K -$186K -5,632 -23%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$602K -$830K -25,087 -57%
KW
10
KWB Wealth
California
$599K +$44.2K +1,335 +8%
SOS
11
Silver Oak Securities
Tennessee
$564K -$77.3K -2,338 -12%
Morgan Stanley
12
Morgan Stanley
New York
$529K +$9.76K +295 +2%
TRCT
13
Tower Research Capital (TRC)
New York
$526K -$37.3K -1,128 -6%
Goldman Sachs
14
Goldman Sachs
New York
$463K +$481K +14,553 New
AWM
15
AE Wealth Management
Kansas
$424K -$33.6K -1,017 -7%
SWTS
16
Stonehaven Wealth & Tax Solutions
Wisconsin
$343K +$356K +10,774 New
Raymond James Financial
17
Raymond James Financial
Florida
$337K +$350K +10,582 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$283K +$4.3K +130 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$281K -$92.7K -2,802 -24%
CCFM
20
Clear Creek Financial Management
Washington
$271K -$8.34K -252 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$259K +$12.8K +388 +5%
MA
22
Mezzasalma Advisors
New Jersey
$229K +$238K +7,200 New
DFA
23
DHJJ Financial Advisors
Illinois
$129K +$66 +2 +0%
Osaic Holdings
24
Osaic Holdings
Arizona
$47.9K +$8.27K +250 +20%
Wells Fargo
25
Wells Fargo
California
$19.4K +$20.1K +609 +60,900%

NURE Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Short-Term REIT ETF (NURE) for Q4 2024, worth a combined $28.3M — up 28% from $22M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NURE positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $481K. The largest seller was Susquehanna International Group, cutting an estimated $830K.

  • 33 institutional investors held Nuveen Short-Term REIT ETF (NURE) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $28.3M of Nuveen Short-Term REIT ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 7 funds opened new Nuveen Short-Term REIT ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest Nuveen Short-Term REIT ETF buyer in Q4 2024 was Goldman Sachs, an estimated $481K added.
  • The largest Nuveen Short-Term REIT ETF seller in Q4 2024 was Susquehanna International Group, an estimated $830K sold.

Based on aggregated 13F filings for Q4 2024.