NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in CWD — CaliberCos Inc.
CIK 1141802
MILWAUKEE, WI
Position in CWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1
-$1,422 QoQ
Shares Held
1
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 17 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $2,156,850,777 across 253 Asset Management names. CWD ranks #253 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
12,713,263 | $1,856,696,783 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,352,007 | $40,790,051 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
2,781,441 | $36,186,547 | |
| 4 | PTY |
Pimco Corporate & Income Opportunity Fund
|
2,723,452 | $32,763,127 | |
| 5 | BLK |
BlackRock, Inc.
|
41,983 | $26,399,093 | |
| 6 | STT |
State Street Corp
|
371,397 | $22,203,715 | |
| 7 | BX |
Blackstone Inc.
|
139,717 | $16,440,499 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
651,048 | $10,872,501 |
All Filings in CWD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1 | 1 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,423 | 1,238 | Shares | Defined | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||