AWA
NRO

Arete Wealth Advisors’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		– Sell
-15,045
Closed -$46K – 597
2025
Q4 		$46K Sell
15,045
-13
-0.1% -$40 ﹤0.01% 754
2025
Q3 		$49K Sell
15,058
-471
-3% -$1.53K ﹤0.01% 756
2025
Q2 		$50K Sell
15,529
-4,690
-23% -$14.9K ﹤0.01% 709
2025
Q1 		$67K Buy
20,219
+1,389
+7% +$4.65K 0.01% 700
2024
Q4 		$64K Buy
18,830
+6,993
+59% +$25.4K ﹤0.01% 728
2024
Q3 		$46K Sell
11,837
-3,930
-25% -$14K ﹤0.01% 688
2024
Q2 		$51K Buy
+15,767
New +$48.6K ﹤0.01% 705
2024
Q1 		– Sell
-24,089
Closed -$73.3K – 614
2023
Q4 		$73.3K Buy
24,089
+574
+2% +$1.56K 0.01% 713
2023
Q3 		$62.6K Buy
23,515
+5,647
+32% +$16.2K 0.01% 476
2023
Q2 		$52K Buy
17,868
+2,022
+13% +$5.65K ﹤0.01% 644
2023
Q1 		$47K Hold
15,846
– – ﹤0.01% 621
2022
Q4 		$47.3M Hold
15,846
– – ﹤0.01% 603
2022
Q3 		$51K Buy
+15,846
New +$61.5K 0.01% 557

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Arete Wealth Advisors's NRO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q1 2026, closing a stake of 15,045 shares — an estimated $46K sold.

Arete Wealth Advisors first reported a position in NRO in Q3 2022 and held it in 13 quarters. The position peaked at $47.3M in Q4 2022. 66 funds tracked by Wall St. Rank hold NRO as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 15,045 Neuberger Real Estate Securities Income Fund Inc shares in Q1 2026, an estimated $46K.
  • Arete Wealth Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2022 and held it in 13 quarters.
  • Arete Wealth Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $47.3M in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.