ARC
NRO

Advisor Resource Council’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Advisor Resource Council’s Portfolio NRO Stock Details NRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,053
Closed -$51.2K – 202
2024
Q3 		$51.2K Sell
13,053
-3,893
-23% -$13.9K 0.02% 238
2024
Q2 		$54 Sell
16,946
-10,202
-38% -$31.4K ﹤0.01% 65
2024
Q1 		$82.6K Buy
+27,148
New +$85K 0.03% 225

Other funds holding NRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Resource Council's NRO Position: Q4 2024 in Review

Advisor Resource Council sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2024, closing a stake of 13,053 shares — an estimated $51.2K sold.

Advisor Resource Council first reported a position in NRO in Q1 2024 and held it in 3 quarters. The position peaked at $82.6K in Q1 2024. 55 funds tracked by Wall St. Rank hold NRO as of Q4 2024.

  • Advisor Resource Council reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 13,053 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2024, an estimated $51.2K.
  • Advisor Resource Council first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2024 and held it in 3 quarters.
  • Advisor Resource Council's Neuberger Real Estate Securities Income Fund Inc position peaked at $82.6K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.