Nuveen Short-Term REIT

NURE • BATS

Nuveen Short-Term REIT is an exchange-traded fund on BATS. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $17.4M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $7.9M.

Overview

Overview of institutional ownership in NURE as of Q3 2025

All Institutions

Institutions: 29
Value Held: $17.4M
Shares Held: 602.3K
Avg Position: $598.6K
Median Position: $316.1K

Hedge Funds

Hedge Funds: 1
Value Held: $306.4K
Shares Held: 10.6K
Avg Position: $306.4K
Median Position: $306.4K

Biggest Investors

Institutions with the largest positions in NURE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$7.9M 0.00% of portfolio	273.6K shares	Q1 2017 Held for 8y 8m	$1.33T
C Cornerstone Wealth Management, LLC RIA/Wealth	Dean Andrew Millonas Managing Partner	$879.9K 0.05% of portfolio	30.6K shares	Q3 2023 Held for 2y 2m	$1.8B
R ROYAL BANK OF CANADA Institution	-	$806.7K 0.00% of portfolio	28.0K shares	Q2 2019 Held for 6y 5m	$542.04B
KWB Wealth RIA/Wealth	Kerrick Walter Bubb President	$659.2K 0.07% of portfolio	22.2K shares	Q4 2022 Held for 2y 11m	$898.8M
L LPL Financial LLC Institution	-	$651.6K 0.00% of portfolio	22.6K shares	Q1 2018 Held for 7y 8m	$340.07B
T Tower Research Capital LLC Institution	-	$639.9K 0.02% of portfolio	22.2K shares	Q4 2017 Held for 7y 11m	$3.6B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$632.3K 0.00% of portfolio	22.0K shares	Q2 2023 Held for 2y 5m	$33.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$632.1K 0.00% of portfolio	22.0K shares	Q4 2021 Held for 3y 11m	$67.9B
S STONEHAVEN WEALTH & TAX SOLUTIONS, LLC RIA/Wealth	Brian M. Much CEO	$597.3K 0.56% of portfolio	20.7K shares	Q4 2024 Held for 11 months	$106.9M
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$525.2K 0.00% of portfolio	18.2K shares	Q1 2024 Held for 1y 8m	$85.4B

Net Capital Flow

Institutional buying and selling activity for NURE in Q3 2025

Traded: −$988.1K
Buyers: 9
Sellers: 13
Total Bought: +$470.3K
Total Sold: −$1.5M
Avg Position: $560.0K

Biggest Buyers

Institution	Net Bought	Current Position
R ROYAL BANK OF CANADA Institution	+$299.0K +10.4K shares	$806.7K 28.0K shares
T Tower Research Capital LLC Institution	+$79.5K +2.8K shares	$639.9K 22.2K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$48.7K +1.7K shares	$369.0K 12.8K shares
Cetera Investment Advisers RIA/Wealth	+$18.1K +630.0 shares	$525.2K 18.2K shares
S STONEHAVEN WEALTH & TAX SOLUTIONS, LLC RIA/Wealth	+$18.1K +629.0 shares	$597.3K 20.7K shares
Quaker Wealth Management, LLC RIA/Wealth	+$3.0K +105.0 shares	$22.3K 773.0 shares
McIlrath & Eck, LLC RIA/Wealth	+$1.9K +66.0 shares	$1.9K 66.0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$1.1K +38.0 shares	$228.1K 7.9K shares
KWB Wealth RIA/Wealth	+$681.9 +23.0 shares	$659.2K 22.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$516.0K −17.9K shares	$306.4K 10.6K shares
AE Wealth Management LLC RIA/Wealth	−$408.2K −13.8K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$126.1K −4.4K shares	$632.1K 22.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$113.0K −3.8K shares	Sold Off 0 shares
UBS Group AG Institution	−$56.8K −2.0K shares	$330.3K 11.5K shares
L LPL Financial LLC Institution	−$49.9K −1.7K shares	$651.6K 22.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$48.8K −1.7K shares	$632.3K 22.0K shares
DHJJ Financial Advisors, Ltd. RIA/Wealth	−$45.0K −1.6K shares	$71.7K 2.5K shares
BANK OF AMERICA CORP /DE/ Institution	−$39.5K −1.4K shares	$7.9M 273.6K shares
C Cornerstone Wealth Management, LLC RIA/Wealth	−$22.9K −794.0 shares	$879.9K 30.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NURE in Q3 2025

New Positions: 1
New Value: $1.9K
Exited Positions: 2
Exited Value: $521.2K

New Positions

Institution	Position Value
McIlrath & Eck, LLC RIA/Wealth	$1.9K 66.0 shares

Exited Positions

Institution	Previous Position
AE Wealth Management LLC RIA/Wealth	$408.2K 13.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$113.0K 3.8K shares

Options Activity

Institutions with the largest Call and Put options positions in NURE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NURE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S STONEHAVEN WEALTH & TAX SOLUTIONS, LLC RIA/Wealth	Brian M. Much CEO	0.56% $597.3K	20.7K shares	Q4 2024 Held for 11 months	$106.9M
S STAR Financial Bank Institution	-	0.15% $254.4K	8.8K shares	Q2 2025 Held for 5 months	$168.8M
Arcus Capital Partners, LLC RIA/Wealth	Stephen Stehly Sloan Chairman	0.09% $208.3K	7.2K shares	Q1 2022 Held for 3y 8m	$228.6M
KWB Wealth RIA/Wealth	Kerrick Walter Bubb President	0.07% $659.2K	22.2K shares	Q4 2022 Held for 2y 11m	$898.8M
Mezzasalma Advisors, LLC RIA/Wealth	John Douglas Mezzasalma Managing Partner	0.05% $207.3K	7.2K shares	Q4 2024 Held for 11 months	$390.7M
C Cornerstone Wealth Management, LLC RIA/Wealth	Dean Andrew Millonas Managing Partner	0.05% $879.9K	30.6K shares	Q3 2023 Held for 2y 2m	$1.8B
DHJJ Financial Advisors, Ltd. RIA/Wealth	Terrence John Cicero President	0.02% $71.7K	2.5K shares	Q3 2023 Held for 2y 2m	$291.4M
Clear Creek Financial Management, LLC RIA/Wealth	Erik Lawrence Krom CEO	0.02% $245.4K	8.5K shares	Q4 2023 Held for 1y 11m	$1.1B
T Tower Research Capital LLC Institution	-	0.02% $639.9K	22.2K shares	Q4 2017 Held for 7y 11m	$3.6B
Quaker Wealth Management, LLC RIA/Wealth	John Jacob Heisler Member	0.01% $22.3K	773.0 shares	Q1 2025 Held for 8 months	$307.4M

Hedge Fund Spotlight

Discover hedge funds investing in NURE

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Nuveen Short-Term REIT

Market Value: $306.4K
Shares Held: 10.6K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%