Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Bluerock Homes Trust BHM Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$97 – 3294
2023
Q2 		$97 Buy
+6
New +$103 ﹤0.01% 3269

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RC
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Dimensional Fund Advisors
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WIC
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Balyasny Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's BHM Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Bluerock Homes Trust (BHM) in Q3 2023, closing a stake of 6 shares — an estimated $97 sold.

Northwestern Mutual Wealth Management first reported a position in BHM in Q2 2023 and held it in 1 quarter. The position peaked at $97 in Q2 2023. 41 funds tracked by Wall St. Rank hold BHM as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Bluerock Homes Trust position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 6 Bluerock Homes Trust shares in Q3 2023, an estimated $97.
  • Northwestern Mutual Wealth Management first reported a position in Bluerock Homes Trust in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Bluerock Homes Trust position peaked at $97 in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.