AAS
NRO

Avantax Advisory Services’s Neuberger Real Estate Securities Income Fund Inc NRO Stock Holding History

Avantax Advisory Services’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 		$39K Buy
12,112
+137
+1% +$434 ﹤0.01% 2332
2025
Q1 		$39.5K Sell
11,975
-2,909
-20% -$9.74K ﹤0.01% 2205
2024
Q4 		$50.4K Buy
+14,884
New +$54.1K ﹤0.01% 2155

Other funds holding NRO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
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
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Avantax Advisory Services's NRO Position: Q2 2025 in Review

Avantax Advisory Services increased its Neuberger Real Estate Securities Income Fund Inc (NRO) stake by 1.1% in Q2 2025, buying an estimated $434 and bringing the position to 12,112 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Avantax Advisory Services first reported a position in NRO in Q4 2024 and has held it in 3 quarters since. The position peaked at $50.4K in Q4 2024. 59 funds tracked by Wall St. Rank hold NRO as of Q2 2025.

  • Avantax Advisory Services held 12,112 shares of Neuberger Real Estate Securities Income Fund Inc worth $39K as of Q2 2025.
  • Avantax Advisory Services bought 137 Neuberger Real Estate Securities Income Fund Inc shares in Q2 2025, an estimated $434.
  • Neuberger Real Estate Securities Income Fund Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2332 holding.
  • Avantax Advisory Services first reported a position in Neuberger Real Estate Securities Income Fund Inc in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Neuberger Real Estate Securities Income Fund Inc position peaked at $50.4K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Neuberger Real Estate Securities Income Fund Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.