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NURENuveen Short-Term REIT ETF

Beat inflationGet income9y track recordRanked #80 of 109 in this goal

Tracks the Dow Jones U.S. Select Short-Term REIT Index.

By Nuveen · Launched 2016

Annual Cost

0.36%

#1,773 of 5,854 · low cost

Fund Size

$36M

#3,980 of 5,854 · small

Return (1Y)Goal

+16.8%

Track Record

9 years

#1,491 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,019+20.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

Real Assets

Index tracked

Dow Jones US Select Short-Term REIT Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.9% of fundmoderately concentrated

Host Hotels & Resorts Inc
5.1%
Invitation Homes Inc
5.1%
Equity Residential
5.1%
Ryman Hospitality Properties Inc
5.0%
Essex Property Trust Inc
5.0%
American Homes 4 Rent
5.0%
Camden Property Trust
4.9%
Mid-America Apartment Communities Inc
4.9%
AvalonBay Communities Inc
4.9%
CubeSmart
4.9%

Asset allocation

Stocks
100.0%

By sector

Real Estate
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.0%Moderate

Year-on-year price swings

Max drawdown
-46.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.22Below average
Sortino (3Y)
0.32Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the Dow Jones U.S. Select Short-Term REIT Index.
Strategy
Invests primarily in real estate investment trusts (REITs) that are concentrated in apartment buildings, hotels, self-storage facilities, or manufactured home properties. The Fund seeks to replicate the Index by holding REITs in approximately the same proportion as their weighting in the Index, which is rebalanced quarterly.
Inception date
December 19, 2016
Fund family
Nuveen

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Data updated on 2026-08-03