Nuveen Shortterm REIT ETFNUREETF

13F holders, Q4 2024 (December 31)
33holders +4
4new positions
3sold out
$31.81avg. 13F price*

At the end of Q4 2024, 33 institutions reported holding Nuveen Shortterm REIT ETF (NURE) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($9.8M), Anderson Financial Strategies, LLC ($7.1M) and Cornerstone Wealth Management, LLC ($1.2M).

Company
Nuveen Shortterm REIT ETF
Filed as
NUSHARES ETF TR (Q4 2024)
CUSIP
67092P706
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 30Q1 2024Q2 2024: 27Q2 2024Q3 2024: 29Q3 2024Q4 2024: 33Q4 2024Q1 2025: 31Q1 2025Q2 2025: 30Q2 2025Q3 2025: 29Q3 2025Q4 2025: 29Q4 2025Q1 2026: 31Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$708K
Exits3$211K

All 13F filers, Q3 2024 → Q4 2024: 41,875 shares bought and 48,438 shares sold, net −6,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Bank of America Corp. 0.00% Reduce -1.0% 307,762 $9.8M
Anderson Financial Strategies, LLC 4.26% — 222,267 $7.1M
Cornerstone Wealth Management, LLC 0.08% Add +58.4% 37,924 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.9% 36,617 $1.2M
LPL Financial LLC 0.00% Add +5.4% 31,294 $995K
SK Wealth Management, LLC 0.40% Add +1.1% 24,796 $789K
Arcus Capital Partners, LLC 0.22% Reduce -3.3% 22,461 $687K
Cetera Investment Advisers 0.00% Reduce -22.7% 19,142 $609K
Susquehanna International Group, LLP 0.00% Reduce -57.0% 18,919 $602K
KWB Wealth 0.07% Add +8.2% 17,656 $599K
Silver Oak Securities, Incorporated 0.05% Reduce -11.6% 17,890 $564K
Morgan Stanley 0.00% Add +1.8% 16,648 $529K
Tower Research Capital LLC (TRC) 0.01% Reduce -6.4% 16,555 $526K
Goldman Sachs Group Inc. 0.00% New 14,553 $463K
AE Wealth Management LLC 0.00% Reduce -7.1% 13,344 $424K
Stonehaven Wealth & Tax Solutions, LLC 0.37% — 10,774 $343K
Raymond James Financial Inc. 0.00% — 10,582 $337K
Commonwealth Equity Services, LLC 0.00% Add +1.5% 8,911 $283K
Royal Bank of Canada 0.00% Reduce -24.1% 8,822 $281K
Clear Creek Financial Management, LLC 0.03% Reduce -2.9% 8,524 $271K
Envestnet Asset Management Inc. 0.00% Add +5.0% 8,137 $259K
Mezzasalma Advisors, LLC 0.07% New 7,200 $229K
DHJJ Financial Advisors, Ltd. 0.05% Add +0.1% 4,051 $129K
Osaic Holdings, Inc. 0.00% Add +19.9% 1,506 $48K
Wells Fargo & Company 0.00% Add +60900.0% 610 $19K
Global Trust Asset Management, LLC 0.01% No change 600 $19K
Oarsman Capital, Inc. 0.00% Add +9.2% 568 $18K
Global Retirement Partners, LLC 0.00% Reduce -7.8% 458 $15K
Kestra Investment Management, LLC 0.00% New 355 $11K
IFP Advisors, Inc 0.00% No change 214 $7K
CoreCap Advisors, LLC 0.00% No change 172 $5K
PNC Financial Services Group, Inc. 0.00% New 165 $5K
Harbour Investments, Inc. 0.00% No change 140 $4K

"% of holder's portfolio" is NURE's weight in each manager's 13F, not the share of Nuveen Shortterm REIT ETF the manager owns.