Northwestern Mutual Wealth Management
WREI

Northwestern Mutual Wealth Management’s Invesco Wilshire US REIT ETF WREI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-409
Closed -$19K – 2526
2017
Q4 		$19K Buy
+409
New +$19.4K ﹤0.01% 1529

Other funds holding WREI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Northwestern Mutual Wealth Management's WREI Position: Q1 2018 in Review

Northwestern Mutual Wealth Management sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2018, closing a stake of 409 shares — an estimated $19K sold.

Northwestern Mutual Wealth Management first reported a position in WREI in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 13 funds tracked by Wall St. Rank hold WREI as of Q1 2018.

  • Northwestern Mutual Wealth Management reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 409 Invesco Wilshire US REIT ETF shares in Q1 2018, an estimated $19K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Wilshire US REIT ETF in Q4 2017 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Invesco Wilshire US REIT ETF position peaked at $19K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.