Atria Wealth Solutions’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Atria Wealth Solutions’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 Q2	$364K	Hold	113,100	–	–	0.01%	1069
2025 Q1	$373K	Sell	113,100 -42,970	-28%	-$144K	﹤0.01%	1353
2024 Q4	$529K	Buy	156,070 +53,052	+51%	+$193K	0.01%	1253
2024 Q3	$404K	Sell	103,018 -5,319	-5%	-$18.9K	﹤0.01%	1347
2024 Q2	$348K	Sell	108,337 -2,374	-2%	-$7.31K	﹤0.01%	1425
2024 Q1	$353K	Buy	110,711 +45,062	+69%	+$141K	﹤0.01%	1450
2023 Q4	$200K	Sell	65,649 -1,136	-2%	-$3.09K	﹤0.01%	1781
2023 Q3	$178K	Sell	66,785 -3,559	-5%	-$10.2K	﹤0.01%	1727
2023 Q2	$204K	Sell	70,344 -12,390	-15%	-$34.6K	﹤0.01%	1689
2023 Q1	$243K	Sell	82,734 -3,228	-4%	-$10.3K	﹤0.01%	1543
2022 Q4	$257K	Sell	85,962 -2,554	-3%	-$8.22K	﹤0.01%	1447
2022 Q3	$285K	Buy	88,516 +7,841	+10%	+$30.4K	﹤0.01%	1327
2022 Q2	$309K	Buy	80,675 +1,026	+1%	+$4.42K	0.01%	1198
2022 Q1	$379K	Buy	+79,649	New	+$366K	0.01%	1203

Other funds holding NRO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Atria Wealth Solutions's NRO Position: Q2 2025 in Review

Atria Wealth Solutions held its Neuberger Real Estate Securities Income Fund Inc (NRO) position steady in Q2 2025 at 113,100 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1069.

Atria Wealth Solutions first reported a position in NRO in Q1 2022 and has held it in 14 quarters since. The position peaked at $529K in Q4 2024. 59 funds tracked by Wall St. Rank hold NRO as of Q2 2025.

Atria Wealth Solutions held 113,100 shares of Neuberger Real Estate Securities Income Fund Inc worth $364K as of Q2 2025.
Atria Wealth Solutions left its Neuberger Real Estate Securities Income Fund Inc share count unchanged in Q2 2025.
Neuberger Real Estate Securities Income Fund Inc made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1069 holding.
Atria Wealth Solutions first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Neuberger Real Estate Securities Income Fund Inc position peaked at $529K in Q4 2024.
59 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.