Northwestern Mutual Wealth Management
PPTY

Northwestern Mutual Wealth Management’s US Diversified Real Estate ETF PPTY Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30
Closed -$910 – 3747
2024
Q1 		$910 Sell
30
-24
-44% -$711 ﹤0.01% 3200
2023
Q4 		$1.63K Buy
+54
New +$1.49K ﹤0.01% 3096

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Northwestern Mutual Wealth Management's PPTY Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of US Diversified Real Estate ETF (PPTY) in Q2 2024, closing a stake of 30 shares — an estimated $910 sold.

Northwestern Mutual Wealth Management first reported a position in PPTY in Q4 2023 and held it in 2 quarters. The position peaked at $1.63K in Q4 2023. 22 funds tracked by Wall St. Rank hold PPTY as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining US Diversified Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 30 US Diversified Real Estate ETF shares in Q2 2024, an estimated $910.
  • Northwestern Mutual Wealth Management first reported a position in US Diversified Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's US Diversified Real Estate ETF position peaked at $1.63K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.