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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Hold
113,100
0.01% 1068
2025
Q1
$373K Sell
113,100
-42,970
-28% -$142K ﹤0.01% 1345
2024
Q4
$529K Buy
156,070
+53,052
+51% +$180K 0.01% 1238
2024
Q3
$404K Sell
103,018
-5,319
-5% -$20.9K ﹤0.01% 1337
2024
Q2
$348K Sell
108,337
-2,374
-2% -$7.62K ﹤0.01% 1411
2024
Q1
$353K Buy
110,711
+45,062
+69% +$144K ﹤0.01% 1442
2023
Q4
$200K Sell
65,649
-1,136
-2% -$3.46K ﹤0.01% 1769
2023
Q3
$178K Sell
66,785
-3,559
-5% -$9.48K ﹤0.01% 1715
2023
Q2
$204K Sell
70,344
-12,390
-15% -$35.9K ﹤0.01% 1682
2023
Q1
$243K Sell
82,734
-3,228
-4% -$9.49K ﹤0.01% 1534
2022
Q4
$257K Sell
85,962
-2,554
-3% -$7.63K ﹤0.01% 1439
2022
Q3
$285K Buy
88,516
+7,841
+10% +$25.3K ﹤0.01% 1319
2022
Q2
$309K Buy
80,675
+1,026
+1% +$3.93K 0.01% 1173
2022
Q1
$379K Buy
+79,649
New +$379K 0.01% 1202