Northwestern Mutual Wealth Management
REIT icon

Northwestern Mutual Wealth Management’s ALPS Active REIT ETF REIT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$109 – 4392
2026
Q1 		$109 Buy
+4
New +$111 ﹤0.01% 3990
2025
Q3 		– Sell
-92
Closed -$2.42K – 4011
2025
Q2 		$2.42K Buy
+92
New +$2.42K ﹤0.01% 3213

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VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
P
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Northwestern Mutual Wealth Management's REIT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of ALPS Active REIT ETF (REIT) in Q2 2026, closing a stake of 4 shares — an estimated $109 sold.

Northwestern Mutual Wealth Management first reported a position in REIT in Q2 2025 and held it in 2 quarters. The position peaked at $2.42K in Q2 2025. 15 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining ALPS Active REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4 ALPS Active REIT ETF shares in Q2 2026, an estimated $109.
  • Northwestern Mutual Wealth Management first reported a position in ALPS Active REIT ETF in Q2 2025 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's ALPS Active REIT ETF position peaked at $2.42K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.