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NURE Institutional Ownership

Nuveen Short-Term REIT
1W: -0.0% 1M: -5.0% 3M: -9.4% YTD: +4.8% 1Y: +4.0% 3Y: +20.0% 5Y: -5.4%
$29.53
+0.01 (+0.03%)
 
Weekly Expected Move ±1.4%
$29 $29 $30 $30 $30
ETF CBOE · AUM $32.3M

Institutional Ownership — NURE

32
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
21M
Total Invested
2
New Positions
14
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 331,010 $10M +39,431 +13.5% 15Q SEC ↗
2 ROYAL BANK OF CANADA 38,279 $1M +3,968 +11.6% 29Q SEC ↗
3 CITADEL ADVISORS LLC 36,490 $1M +6,547 +21.9% 6Q SEC ↗
4 Cornerstone Wealth Management, LLC 32,029 $946K +910 +2.9% 12Q SEC ↗
5 KWB Wealth 29,816 $880K +2,222 +8.1% 15Q SEC ↗
6 Cetera Investment Advisers 22,331 $659K +816 +3.8% 10Q SEC ↗
7 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 21,807 $644K +706 +3.3% 7Q SEC ↗
8 LPL Financial LLC 19,212 $567K +590 +3.2% 21Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,214 $538K -26,689 -59.4% 15Q SEC ↗
10 COMMONWEALTH EQUITY SERVICES, LLC 14,219 $420K +542 +4.0% 29Q SEC ↗
11 Tower Research Capital LLC (TRC) 11,923 $352K -2,520 -17.4% 35Q SEC ↗
12 Cambridge Investment Research Advisors 10,995 $325K -2,173 -16.5% 13Q SEC ↗
13 MORGAN STANLEY 10,614 $313K -1 -0.0% 21Q SEC ↗
14 Clear Creek Financial Management, LLC 10,043 $297K — +0.0% 2Q SEC ↗
15 STAR Financial Bank 8,835 $261K — +0.0% 5Q SEC ↗
16 Financial Planning Fort Collins, LLC 8,084 $239K -218 -2.6% 3Q SEC ↗
17 GOLDMAN SACHS GROUP INC 7,253 $214K -7,300 -50.2% 7Q SEC ↗
18 Mezzasalma Advisors, LLC NEW 7,200 $213K — +0.0% 1Q SEC ↗
19 OSAIC HOLDINGS, INC. 2,910 $86K +303 +11.6% 26Q SEC ↗
20 BLAIR WILLIAM & CO/IL 2,000 $59K — +0.0% 6Q SEC ↗
21 UBS Group AG 896 $26K +148 +19.8% 6Q SEC ↗
22 Quaker Wealth Management, LLC 776 $23K +1 +0.1% 5Q SEC ↗
23 Rossby Financial, LCC 595 $18K +5 +0.8% 2Q SEC ↗
24 DHJJ Financial Advisors, Ltd. 484 $14K -88 -15.4% 12Q SEC ↗
25 AE Wealth Management LLC 252 $7K -1 -0.4% 2Q SEC ↗
26 JPMORGAN CHASE & CO NEW 250 $7K — +0.0% 1Q SEC ↗
27 IFP Advisors, Inc 214 $6K — +0.0% 11Q SEC ↗
28 CoreCap Advisors, LLC 172 $5K — +0.0% 10Q SEC ↗
29 HARBOUR INVESTMENTS, INC. 141 $4K — +0.0% 17Q SEC ↗
30 Keating Financial Advisory Services, I 115 $3K — +0.0% 3Q SEC ↗
31 McIlrath & Eck, LLC 66 $2K — +0.0% 3Q SEC ↗
32 WELLS FARGO & COMPANY/MN 2 $0K +1 +100.0% 14Q SEC ↗
33 Larson Financial Group LLC 0 $0K -300 -100.0% 1Q SEC ↗
34 Kestra Advisory Services, LLC 0 $0K -1,932 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Mezzasalma Advisors, LLC 7,200 $213K
JPMORGAN CHASE & CO 250 $7K
Sold Out (2)
HolderPrev SharesPrev Value
Kestra Advisory Services, LLC 1,932 $57K
Larson Financial Group LLC 300 $9K
Biggest Increases (14)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +39,431 +13.5% 331,010
CITADEL ADVISORS LLC +6,547 +21.9% 36,490
ROYAL BANK OF CANADA +3,968 +11.6% 38,279
KWB Wealth +2,222 +8.1% 29,816
Cornerstone Wealth Management, LLC +910 +2.9% 32,029
Cetera Investment Advisers +816 +3.8% 22,331
STONEHAVEN WEALTH & TAX SOLUTIONS, +706 +3.3% 21,807
LPL Financial LLC +590 +3.2% 19,212
COMMONWEALTH EQUITY SERVICES, LLC +542 +4.0% 14,219
OSAIC HOLDINGS, INC. +303 +11.6% 2,910
UBS Group AG +148 +19.8% 896
Rossby Financial, LCC +5 +0.8% 595
WELLS FARGO & COMPANY/MN +1 +100.0% 2
Quaker Wealth Management, LLC +1 +0.1% 776
Biggest Decreases (8)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -26,689 -59.4% 18,214
GOLDMAN SACHS GROUP INC -7,300 -50.2% 7,253
Tower Research Capital LLC (TRC) -2,520 -17.4% 11,923
Cambridge Investment Research Advis -2,173 -16.5% 10,995
Financial Planning Fort Collins, LL -218 -2.6% 8,084
DHJJ Financial Advisors, Ltd. -88 -15.4% 484
MORGAN STANLEY -1 -0.0% 10,614
AE Wealth Management LLC -1 -0.4% 252

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms