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
2025 Q4	–	Sell	-15,058	Closed	-$49K	–	625
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	$47.3K	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 $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arete Wealth Advisors's NRO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Neuberger Real Estate Securities Income Fund Inc (NRO) in Q4 2025, closing a stake of 15,058 shares — an estimated $49K sold.

Arete Wealth Advisors first reported a position in NRO in Q3 2022 and held it in 12 quarters. The position peaked at $73.3K in Q4 2023. 65 funds tracked by Wall St. Rank hold NRO as of Q4 2025.

Arete Wealth Advisors reported no remaining Neuberger Real Estate Securities Income Fund Inc position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 15,058 Neuberger Real Estate Securities Income Fund Inc shares in Q4 2025, an estimated $49K.
Arete Wealth Advisors first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q3 2022 and held it in 12 quarters.
Arete Wealth Advisors's Neuberger Real Estate Securities Income Fund Inc position peaked at $73.3K in Q4 2023.
65 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.